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BMSDX vs FSMAX
BMSDX vs FSMAX Comparison
Open Charts BMSDX vs FSMAX
MFS Blended Research Mid Cap Eq C
Price$15.13
Change+$0.12 (+0.80%)
VolumeN/A
Net Assets1.94B
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
BMSDX vs FSMAX Comparison Chart in %
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BMSDX vs. FSMAX commentary
Sep 08, 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 BMSDX is a StrongBuy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. BMSDX (1.94B). FSMAX pays higher dividends than BMSDX: FSMAX (0.44) vs BMSDX (0.00). BMSDX was incepted earlier than FSMAX: BMSDX (9 years) vs FSMAX (14 years). BMSDX (1.68) is less costly to investors than FSMAX (0.04). BMSDX is a more actively managed with annual turnover of: 58.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than BMSDX: FSMAX (0) vs BMSDX (1000). FSMAX annual gain was more profitable for investors over the last year : 21.50 vs. BMSDX (4.33). FSMAX return over 5 years is better than : 59.13 vs. BMSDX (32.68).
| BMSDX | FSMAX | BMSDX / FSMAX | |
| Total Expense Ratio | 1.59 | 0.04 | 4,543% |
| Annual Report Gross Expense Ratio | 1.68 | 0.04 | 4,800% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 8.973 | 10.057 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 41B | 5% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 4.33 | 21.50 | 20% |
| Returns for 3 years | 33.05 | 56.89 | 58% |
| Returns for 5 years | 32.68 | 59.13 | 55% |
| Returns for 10 years | N/A | 101.70 | - |
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