Interact to see
Advertisement
Advertisement
BMSRX vs FSMDX
BMSRX vs FSMDX Comparison
Open Charts BMSRX vs FSMDX
MFS Blended Research Mid Cap Eq R1
Price$15.10
Change+$0.13 (+0.87%)
VolumeN/A
Net Assets2.29B
Fidelity Mid Cap Index
Price$37.32
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets45.78B
BMSRX vs FSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSRX vs. FSMDX commentary
Dec 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 BMSRX is a Buy and FSMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. BMSRX (2.29B). FSMDX pays higher dividends than BMSRX: FSMDX (1.24) vs BMSRX (0.09). BMSRX was incepted earlier than FSMDX: BMSRX (9 years) vs FSMDX (14 years). BMSRX (1.67) is less costly to investors than FSMDX (0.03). BMSRX is a more actively managed with annual turnover of: 58.00 vs. FSMDX (15.00). BMSRX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 2.36 vs. BMSRX (-8.67). FSMDX return over 5 years is better than : 47.52 vs. BMSRX (17.61).
| BMSRX | FSMDX | BMSRX / FSMDX | |
| Total Expense Ratio | 1.59 | 0.03 | 6,360% |
| Annual Report Gross Expense Ratio | 1.67 | 0.03 | 6,680% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 7.934 | 10.780 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 45.8B | 5% |
| Annual Yield % from dividends | 0.09 | 1.24 | 8% |
| Returns for 1 year | -8.67 | 2.36 | -367% |
| Returns for 3 years | 24.32 | 39.85 | 61% |
| Returns for 5 years | 17.61 | 47.52 | 37% |
| Returns for 10 years | N/A | 137.51 | - |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PWJAX | 34.39 | 0.46 | +1.36% |
| PGIM Jennison International Opps A | |||
| ASCRX | 16.71 | 0.22 | +1.33% |
| American Century Small Company R | |||
| CCWSX | 22.07 | 0.08 | +0.36% |
| Baird Chautauqua International Gr Inv | |||
| PPYIX | 9.75 | 0.02 | +0.21% |
| PIMCO RAE International Instl | |||
| AEPIX | 29.18 | 0.05 | +0.17% |
| Allspring Managed Acct Corebuilder EPI | |||