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BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$15.03
Change-$0.16 (-1.05%)
VolumeN/A
Net Assets2.28B
Fidelity Mid Cap Index
Price$37.68
Change-$0.40 (-1.05%)
VolumeN/A
Net Assets45.78B
BMSVX vs FSMDX Comparison Chart in %
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BMSVX vs. FSMDX commentary
Dec 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 BMSVX is a Buy and FSMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. BMSVX (2.28B). FSMDX pays higher dividends than BMSVX: FSMDX (1.24) 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 : 5.30 vs. BMSVX (-7.26). FSMDX return over 5 years is better than : 49.97 vs. BMSVX (22.28).
| 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 | 7.274 | 12.116 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 45.8B | 5% |
| Annual Yield % from dividends | 0.78 | 1.24 | 63% |
| Returns for 1 year | -7.26 | 5.30 | -137% |
| Returns for 3 years | 29.07 | 45.03 | 65% |
| Returns for 5 years | 22.28 | 49.97 | 45% |
| Returns for 10 years | N/A | 150.80 | - |
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