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BMSDX vs FSMAX
BMSDX vs FSMAX Comparison
Open Charts BMSDX vs FSMAX
MFS Blended Research Mid Cap Eq C
Price$13.92
Change-$0.23 (-1.63%)
VolumeN/A
Net Assets1.55B
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
BMSDX vs FSMAX Comparison Chart
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BMSDX vs. FSMAX commentary
Jun 16, 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 Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. BMSDX (1.55B). FSMAX pays higher dividends than BMSDX: FSMAX (0.50) 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: 75.00 vs. FSMAX (9.00). 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 : 11.48 vs. BMSDX (-0.64). FSMAX return over 5 years is better than : 60.48 vs. BMSDX (32.15).
| 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 | -0.072 | -2.080 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 37.6B | 4% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | -0.64 | 11.48 | -6% |
| Returns for 3 years | 25.86 | 47.57 | 54% |
| Returns for 5 years | 32.15 | 60.48 | 53% |
| Returns for 10 years | N/A | 66.64 | - |
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