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BMSDX vs FSMDX
BMSDX vs FSMDX Comparison
Open Charts BMSDX vs FSMDX
MFS Blended Research Mid Cap Eq C
Price$16.17
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$36.40
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BMSDX vs FSMDX Comparison Chart
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BMSDX vs. FSMDX commentary
Nov 23, 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 BMSDX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. BMSDX (900M). FSMDX pays higher dividends than BMSDX: FSMDX (1.28) vs BMSDX (0.08). BMSDX was incepted earlier than FSMDX: BMSDX (8 years) vs FSMDX (13 years). BMSDX is a more actively managed with annual turnover of: 67.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than BMSDX: FSMDX (0) vs BMSDX (1000). BMSDX annual gain was more profitable for investors over the last year : 35.10 vs. FSMDX (32.77). FSMDX return over 5 years is better than : 64.70 vs. BMSDX (32.18).
| BMSDX | FSMDX | BMSDX / 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 | 25.058 | 21.582 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 900M | 36.3B | 2% |
| Annual Yield % from dividends | 0.08 | 1.28 | 6% |
| Returns for 1 year | 35.10 | 32.77 | 107% |
| Returns for 3 years | -1.20 | 14.74 | -8% |
| Returns for 5 years | 32.18 | 64.70 | 50% |
| Returns for 10 years | N/A | 124.19 | - |