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BMSSX vs FSMDX
BMSSX vs FSMDX Comparison
Open Charts BMSSX vs FSMDX
MFS Blended Research Mid Cap Eq R2
Price$14.99
Change-$0.21 (-1.38%)
VolumeN/A
Net Assets2.25B
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
BMSSX vs FSMDX Comparison Chart in %
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BMSSX 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 BMSSX is a StrongBuy and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. BMSSX (2.25B). FSMDX pays higher dividends than BMSSX: FSMDX (1.26) vs BMSSX (0.36). 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 : 4.21 vs. BMSSX (-7.53). FSMDX return over 5 years is better than : 55.45 vs. BMSSX (24.09).
| 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 | 6.539 | 10.246 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 45B | 5% |
| Annual Yield % from dividends | 0.36 | 1.26 | 29% |
| Returns for 1 year | -7.53 | 4.21 | -179% |
| Returns for 3 years | 27.01 | 41.46 | 65% |
| Returns for 5 years | 24.09 | 55.45 | 43% |
| Returns for 10 years | N/A | 143.82 | - |
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