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BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$15.51
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.15B
Fidelity Mid Cap Index
Price$37.46
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets45.37B
BMSVX vs FSMDX Comparison Chart in %
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BMSVX vs. FSMDX commentary
Oct 05, 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: 45.4B vs. BMSVX (2.15B). FSMDX pays higher dividends than BMSVX: FSMDX (1.25) 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 : 11.82 vs. BMSVX (0.67). FSMDX return over 5 years is better than : 71.97 vs. BMSVX (40.99).
| 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 | 9.534 | 11.196 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 45.4B | 5% |
| Annual Yield % from dividends | 0.78 | 1.25 | 62% |
| Returns for 1 year | 0.67 | 11.82 | 6% |
| Returns for 3 years | 38.29 | 52.02 | 74% |
| Returns for 5 years | 40.99 | 71.97 | 57% |
| Returns for 10 years | N/A | 145.92 | - |
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