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BMSSX vs FSMDX
BMSSX vs FSMDX Comparison
Open Charts BMSSX vs FSMDX
MFS Blended Research Mid Cap Eq R2
Price$15.06
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets2.14B
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
BMSSX vs FSMDX Comparison Chart in %
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BMSSX vs. FSMDX commentary
Oct 19, 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 BMSSX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. BMSSX (2.14B). FSMDX pays higher dividends than BMSSX: FSMDX (1.25) vs BMSSX (0.35). BMSSX was incepted earlier than FSMDX: BMSSX (9 years) vs FSMDX (14 years). BMSSX (1.17) is less costly to investors than FSMDX (0.03). BMSSX is a more actively managed with annual turnover of: 58.00 vs. FSMDX (15.00). BMSSX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 6.48 vs. BMSSX (-5.24). FSMDX return over 5 years is better than : 60.77 vs. BMSSX (28.82).
| BMSSX | FSMDX | BMSSX / FSMDX | |
| Total Expense Ratio | 1.09 | 0.03 | 4,360% |
| Annual Report Gross Expense Ratio | 1.17 | 0.03 | 4,680% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 7.036 | 8.969 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 45.4B | 5% |
| Annual Yield % from dividends | 0.35 | 1.25 | 28% |
| Returns for 1 year | -5.24 | 6.48 | -81% |
| Returns for 3 years | 35.63 | 52.66 | 68% |
| Returns for 5 years | 28.82 | 60.77 | 47% |
| Returns for 10 years | N/A | 135.66 | - |
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