Ad is loading...
BMSDX vs FSMDX
BMSDX vs FSMDX Comparison
Open Charts BMSDX vs FSMDX
MFS Blended Research Mid Cap Eq C
Price$14.60
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets1.08B
Fidelity Mid Cap Index
Price$35.34
Change-$0.13 (-0.37%)
VolumeN/A
Net Assets37.02B
BMSDX vs FSMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSDX vs. FSMDX commentary
Jan 23, 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 Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. BMSDX (1.08B). 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). FSMDX annual gain was more profitable for investors over the last year : 20.38 vs. BMSDX (12.57). FSMDX return over 5 years is better than : 57.29 vs. BMSDX (18.90).
| 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 | 4.810 | 4.649 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 37B | 3% |
| Annual Yield % from dividends | 0.08 | 1.28 | 6% |
| Returns for 1 year | 12.57 | 20.38 | 62% |
| Returns for 3 years | 18.33 | 27.13 | 68% |
| Returns for 5 years | 18.90 | 57.29 | 33% |
| Returns for 10 years | N/A | 122.45 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers