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BMSDX vs FSMDX
BMSDX vs FSMDX Comparison
Open Charts BMSDX vs FSMDX
MFS Blended Research Mid Cap Eq C
Price$11.97
Change-$0.13 (-1.07%)
VolumeN/A
Net Assets1.09B
Fidelity Mid Cap Index
Price$29.28
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets37.64B
BMSDX vs FSMDX Comparison Chart
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BMSDX vs. FSMDX commentary
Apr 08, 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: 37.6B vs. BMSDX (1.09B). 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 : -5.85 vs. BMSDX (-14.73). FSMDX return over 5 years is better than : 94.83 vs. BMSDX (47.93).
| 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 | -13.137 | -12.615 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 37.6B | 3% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -14.73 | -5.85 | 252% |
| Returns for 3 years | -4.56 | 2.48 | -184% |
| Returns for 5 years | 47.93 | 94.83 | 51% |
| Returns for 10 years | N/A | 78.40 | - |
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