Ad is loading...
BMSDX vs FSMDX
BMSDX vs FSMDX Comparison
Open Charts BMSDX vs FSMDX
MFS Blended Research Mid Cap Eq C
Price$12.92
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets1.31B
Fidelity Mid Cap Index
Price$31.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets37.64B
BMSDX vs FSMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSDX vs. FSMDX commentary
Apr 28, 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 BMSDX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. BMSDX (1.31B). FSMDX pays higher dividends than BMSDX: FSMDX (1.20) vs BMSDX (0.00). BMSDX was incepted earlier than FSMDX: BMSDX (9 years) vs FSMDX (14 years). BMSDX (1.68) is less costly to investors than FSMDX (0.03). BMSDX is a more actively managed with annual turnover of: 75.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than BMSDX: FSMDX (0) vs BMSDX (1000). FSMDX annual gain was more profitable for investors over the last year : 4.26 vs. BMSDX (-7.32). FSMDX return over 5 years is better than : 80.78 vs. BMSDX (35.91).
| BMSDX | FSMDX | BMSDX / FSMDX | |
| Total Expense Ratio | 1.59 | 0.03 | 6,360% |
| Annual Report Gross Expense Ratio | 1.68 | 0.03 | 6,720% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -7.251 | -5.301 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 37.6B | 3% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -7.32 | 4.26 | -172% |
| Returns for 3 years | 6.52 | 18.18 | 36% |
| Returns for 5 years | 35.91 | 80.78 | 44% |
| Returns for 10 years | N/A | 92.80 | - |