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BMSRX vs FSMDX
BMSRX vs FSMDX Comparison
Open Charts BMSRX vs FSMDX
MFS Blended Research Mid Cap Eq R1
Price$14.88
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets2.34B
Fidelity Mid Cap Index
Price$37.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets45.78B
BMSRX vs FSMDX Comparison Chart in %
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BMSRX vs. FSMDX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. BMSRX (2.34B). 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 : 9.46 vs. BMSRX (4.94). FSMDX return over 5 years is better than : 46.87 vs. BMSRX (12.71).
| 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 | 6.362 | 11.433 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 45.8B | 5% |
| Annual Yield % from dividends | 0.09 | 1.24 | 8% |
| Returns for 1 year | 4.94 | 9.46 | 52% |
| Returns for 3 years | 34.45 | 48.92 | 70% |
| Returns for 5 years | 12.71 | 46.87 | 27% |
| Returns for 10 years | N/A | 151.06 | - |
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