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BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$15.67
Change+$0.14 (+0.90%)
VolumeN/A
Net Assets2.45B
Fidelity Mid Cap Index
Price$38.79
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets45.79B
BMSVX vs FSMDX Comparison Chart in %
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BMSVX vs. FSMDX commentary
Jan 16, 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 BMSVX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. BMSVX (2.45B). FSMDX pays higher dividends than BMSVX: FSMDX (1.10) vs BMSVX (0.69). BMSVX was incepted earlier than FSMDX: BMSVX (9 years) vs FSMDX (14 years). BMSVX (0.67) is less costly to investors than FSMDX (0.03). BMSVX is a more actively managed with annual turnover of: 58.00 vs. FSMDX (15.00). BMSVX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 12.99 vs. BMSVX (8.58). FSMDX return over 5 years is better than : 47.49 vs. BMSVX (19.44).
| BMSVX | FSMDX | BMSVX / FSMDX | |
| Total Expense Ratio | 0.59 | 0.03 | 2,360% |
| Annual Report Gross Expense Ratio | 0.67 | 0.03 | 2,680% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 5.522 | 4.387 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 45.8B | 5% |
| Annual Yield % from dividends | 0.69 | 1.10 | 62% |
| Returns for 1 year | 8.58 | 12.99 | 66% |
| Returns for 3 years | 35.80 | 46.09 | 78% |
| Returns for 5 years | 19.44 | 47.49 | 41% |
| Returns for 10 years | N/A | 188.64 | - |
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