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BMSDX vs FSMDX
BMSDX vs FSMDX Comparison
Open Charts BMSDX vs FSMDX
MFS Blended Research Mid Cap Eq C
Price$15.18
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
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BMSDX vs FSMDX Comparison Chart
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BMSDX vs. FSMDX commentary
Sep 21, 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: 35.8B vs. BMSDX (813M). 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 : 25.58 vs. FSMDX (23.41). FSMDX return over 5 years is better than : 56.67 vs. BMSDX (25.72).
| 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 | 15.855 | 12.397 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 35.8B | 2% |
| Annual Yield % from dividends | 0.08 | 1.28 | 6% |
| Returns for 1 year | 25.58 | 23.41 | 109% |
| Returns for 3 years | -4.33 | 10.21 | -42% |
| Returns for 5 years | 25.72 | 56.67 | 45% |
| Returns for 10 years | N/A | 113.85 | - |
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