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BMSFX vs FSMDX
BMSFX vs FSMDX Comparison
Open Charts BMSFX vs FSMDX
MFS Blended Research Mid Cap Eq A
Price$15.18
Change-$0.21 (-1.36%)
VolumeN/A
Net Assets2.25B
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
BMSFX vs FSMDX Comparison Chart in %
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BMSFX vs. FSMDX commentary
Nov 14, 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 BMSFX is a StrongBuy and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. BMSFX (2.25B). FSMDX pays higher dividends than BMSFX: FSMDX (1.26) vs BMSFX (0.61). 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 : 4.61 vs. BMSFX (-7.26). FSMDX return over 5 years is better than : 55.70 vs. BMSFX (24.94).
| 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 | 6.826 | 10.424 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 45B | 5% |
| Annual Yield % from dividends | 0.61 | 1.26 | 49% |
| Returns for 1 year | -7.26 | 4.61 | -158% |
| Returns for 3 years | 26.98 | 43.53 | 62% |
| Returns for 5 years | 24.94 | 55.70 | 45% |
| Returns for 10 years | N/A | 141.06 | - |
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