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BMSDX vs FSMDX
BMSDX vs FSMDX Comparison
Open Charts BMSDX vs FSMDX
MFS Blended Research Mid Cap Eq C
Price$14.03
Change+$0.18 (+1.30%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$34.10
Change-$0.24 (-0.70%)
VolumeN/A
CapitalizationN/A
BMSDX vs FSMDX Comparison Chart
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BMSDX vs. FSMDX commentary
Dec 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 Hold and FSMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. BMSDX (906M). 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 : 16.00 vs. BMSDX (9.01). FSMDX return over 5 years is better than : 54.54 vs. BMSDX (15.67).
| 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 | 8.507 | 15.185 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 39.6B | 2% |
| Annual Yield % from dividends | 0.08 | 1.28 | 6% |
| Returns for 1 year | 9.01 | 16.00 | 56% |
| Returns for 3 years | 7.36 | 14.12 | 52% |
| Returns for 5 years | 15.67 | 54.54 | 29% |
| Returns for 10 years | N/A | 113.54 | - |
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