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BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$15.16
Change-$0.21 (-1.37%)
VolumeN/A
Net Assets2.25B
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
BMSVX vs FSMDX Comparison Chart in %
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BMSVX 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 BMSVX is a StrongBuy and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. BMSVX (2.25B). FSMDX pays higher dividends than BMSVX: FSMDX (1.26) vs BMSVX (0.79). 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 : 4.61 vs. BMSVX (-6.99). FSMDX return over 5 years is better than : 55.70 vs. BMSVX (27.52).
| 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 | 7.062 | 10.424 | 68% |
| 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 | 0.79 | 1.26 | 63% |
| Returns for 1 year | -6.99 | 4.61 | -152% |
| Returns for 3 years | 29.13 | 43.53 | 67% |
| Returns for 5 years | 27.52 | 55.70 | 49% |
| Returns for 10 years | N/A | 141.06 | - |
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