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BMSBX vs FSMDX
BMSBX vs FSMDX Comparison
Open Charts BMSBX vs FSMDX
MFS Blended Research Mid Cap Eq B
Price$15.85
Change-$0.16 (-1.00%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
BMSBX vs FSMDX Comparison Chart
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BMSBX vs. FSMDX commentary
Nov 18, 2024
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 BMSBX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. BMSBX (882M). FSMDX pays higher dividends than BMSBX: FSMDX (1.28) vs BMSBX (0.07). BMSBX was incepted earlier than FSMDX: BMSBX (8 years) vs FSMDX (13 years). BMSBX is a more actively managed with annual turnover of: 67.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than BMSBX: FSMDX (0) vs BMSBX (1000). BMSBX annual gain was more profitable for investors over the last year : 34.32 vs. FSMDX (31.21). FSMDX return over 5 years is better than : 60.20 vs. BMSBX (28.99).
| BMSBX | FSMDX | BMSBX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 22.205 | 18.509 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 882M | 36.3B | 2% |
| Annual Yield % from dividends | 0.07 | 1.28 | 6% |
| Returns for 1 year | 34.32 | 31.21 | 110% |
| Returns for 3 years | -5.06 | 9.29 | -55% |
| Returns for 5 years | 28.99 | 60.20 | 48% |
| Returns for 10 years | N/A | 121.13 | - |
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