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BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$15.22
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets2.14B
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
BMSVX vs FSMDX Comparison Chart in %
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BMSVX 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 BMSVX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. BMSVX (2.14B). FSMDX pays higher dividends than BMSVX: FSMDX (1.25) vs BMSVX (0.78). 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 : 6.48 vs. BMSVX (-4.71). FSMDX return over 5 years is better than : 60.77 vs. BMSVX (32.38).
| 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 | 7.486 | 8.969 | 83% |
| 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 | 0.78 | 1.25 | 62% |
| Returns for 1 year | -4.71 | 6.48 | -73% |
| Returns for 3 years | 37.73 | 52.66 | 72% |
| Returns for 5 years | 32.38 | 60.77 | 53% |
| Returns for 10 years | N/A | 135.66 | - |
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