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BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$15.48
Change+$0.12 (+0.78%)
VolumeN/A
Net Assets1.93B
Fidelity Mid Cap Index
Price$36.90
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets44.83B
BMSVX vs FSMDX Comparison Chart in %
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BMSVX vs. FSMDX commentary
Sep 07, 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 StrongBuy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. BMSVX (1.93B). FSMDX pays higher dividends than BMSVX: FSMDX (1.26) vs BMSVX (0.78). 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: 58.00 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 : 14.47 vs. BMSVX (5.15). FSMDX return over 5 years is better than : 71.01 vs. BMSVX (39.98).
| 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 | 9.322 | 9.771 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 44.8B | 4% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 5.15 | 14.47 | 36% |
| Returns for 3 years | 37.31 | 47.43 | 79% |
| Returns for 5 years | 39.98 | 71.01 | 56% |
| Returns for 10 years | N/A | 140.48 | - |
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