Interact to see
Advertisement
Advertisement
BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$15.09
Change+$0.09 (+0.60%)
VolumeN/A
Net Assets1.75B
Fidelity Mid Cap Index
Price$36.58
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets42.38B
BMSVX vs FSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSVX vs. FSMDX commentary
Jul 27, 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: 42.4B vs. BMSVX (1.75B). FSMDX pays higher dividends than BMSVX: FSMDX (1.31) vs BMSVX (0.81). 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 (15.00). BMSVX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 15.20 vs. BMSVX (3.48). FSMDX return over 5 years is better than : 75.40 vs. BMSVX (40.71).
| 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 | 6.568 | 8.584 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 42.4B | 4% |
| Annual Yield % from dividends | 0.81 | 1.31 | 62% |
| Returns for 1 year | 3.48 | 15.20 | 23% |
| Returns for 3 years | 33.62 | 46.45 | 72% |
| Returns for 5 years | 40.71 | 75.40 | 54% |
| Returns for 10 years | N/A | 128.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement