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BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$14.21
Change-$0.24 (-1.66%)
VolumeN/A
Net Assets1.55B
BMSVX vs FSMDX Comparison Chart
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BMSVX vs. FSMDX commentary
Jun 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BMSVX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. BMSVX (1.55B). FSMDX pays higher dividends than BMSVX: FSMDX (1.14) vs BMSVX (0.84). BMSVX was incepted earlier than FSMDX: BMSVX (9 years) vs FSMDX (14 years). BMSVX (0.68) is less costly to investors than FSMDX (0.03). BMSVX is a more actively managed with annual turnover of: 75.00 vs. FSMDX (8.00). BMSVX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 10.03 vs. BMSVX (-0.11). FSMDX return over 5 years is better than : 73.33 vs. BMSVX (39.97).
| BMSVX | FSMDX | BMSVX / FSMDX | |
| Total Expense Ratio | 0.59 | 0.03 | 2,360% |
| Annual Report Gross Expense Ratio | 0.68 | 0.03 | 2,720% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 0.353 | 1.421 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 40.4B | 4% |
| Annual Yield % from dividends | 0.84 | 1.14 | 73% |
| Returns for 1 year | -0.11 | 10.03 | -1% |
| Returns for 3 years | 30.31 | 42.08 | 72% |
| Returns for 5 years | 39.97 | 73.33 | 55% |
| Returns for 10 years | N/A | 108.65 | - |
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