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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-$0.31 (-2.16%)
VolumeN/A
Net Assets1.2B
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
BMSDX vs FSMDX Comparison Chart
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BMSDX vs. FSMDX commentary
Feb 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 Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. BMSDX (1.2B). FSMDX pays higher dividends than BMSDX: FSMDX (1.28) vs BMSDX (0.08). BMSDX was incepted earlier than FSMDX: BMSDX (9 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 : 15.51 vs. BMSDX (6.54). FSMDX return over 5 years is better than : 54.58 vs. BMSDX (15.38).
| BMSDX | FSMDX | BMSDX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 2.943 | 3.998 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 38.6B | 3% |
| Annual Yield % from dividends | 0.08 | 1.28 | 6% |
| Returns for 1 year | 6.54 | 15.51 | 42% |
| Returns for 3 years | 16.60 | 27.30 | 61% |
| Returns for 5 years | 15.38 | 54.58 | 28% |
| Returns for 10 years | N/A | 112.08 | - |
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