Interact to see
Advertisement
Advertisement
BMSFX vs FSMDX
BMSFX vs FSMDX Comparison
Open Charts BMSFX vs FSMDX
MFS Blended Research Mid Cap Eq A
Price$15.48
Change+$0.12 (+0.78%)
VolumeN/A
Net Assets2.46B
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
BMSFX vs FSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSFX vs. FSMDX commentary
Feb 04, 2026
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 BMSFX is a Hold and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. BMSFX (2.46B). FSMDX pays higher dividends than BMSFX: FSMDX (1.07) vs BMSFX (0.46). BMSFX was incepted earlier than FSMDX: BMSFX (9 years) vs FSMDX (14 years). BMSFX (0.92) is less costly to investors than FSMDX (0.03). BMSFX is a more actively managed with annual turnover of: 58.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than BMSFX: FSMDX (0) vs BMSFX (1000). FSMDX annual gain was more profitable for investors over the last year : 10.78 vs. BMSFX (5.15). FSMDX return over 5 years is better than : 44.63 vs. BMSFX (14.76).
| BMSFX | FSMDX | BMSFX / FSMDX | |
| Total Expense Ratio | 0.84 | 0.03 | 3,360% |
| Annual Report Gross Expense Ratio | 0.92 | 0.03 | 3,680% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.893 | 3.683 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 46.9B | 5% |
| Annual Yield % from dividends | 0.46 | 1.07 | 43% |
| Returns for 1 year | 5.15 | 10.78 | 48% |
| Returns for 3 years | 27.77 | 39.55 | 70% |
| Returns for 5 years | 14.76 | 44.63 | 33% |
| Returns for 10 years | N/A | 187.08 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPXU | 48.43 | 1.24 | +2.63% |
| ProShares UltraPro Short S&P500 | |||
| CPAG | 102.25 | 0.01 | +0.01% |
| F/m Compoundr U.S. Aggregate Bond ETF | |||
| CGDG | 36.51 | -0.20 | -0.54% |
| Capital Group Dividend Growers ETF | |||
| BMED | 31.12 | -0.20 | -0.63% |
| iShares Health Innovation Active ETF | |||
| KRMA | 43.37 | -0.67 | -1.51% |
| Global X Conscious Companies ETF | |||