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$15.24
Change+$0.13 (+0.86%)
VolumeN/A
Net Assets2.46B
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
BMSRX vs FSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSRX 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 BMSRX is a StrongBuy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. BMSRX (2.46B). FSMDX pays higher dividends than BMSRX: FSMDX (1.07) vs BMSRX (0.43). 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 : 10.78 vs. BMSRX (5.13). FSMDX return over 5 years is better than : 44.63 vs. BMSRX (12.13).
| 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 | 3.956 | 3.683 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 46.9B | 5% |
| Annual Yield % from dividends | 0.43 | 1.07 | 40% |
| Returns for 1 year | 5.13 | 10.78 | 48% |
| Returns for 3 years | 26.04 | 39.55 | 66% |
| Returns for 5 years | 12.13 | 44.63 | 27% |
| 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