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BMSFX vs FSMDX
BMSFX vs FSMDX Comparison
Open Charts BMSFX vs FSMDX
MFS Blended Research Mid Cap Eq A
Price$15.53
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
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BMSFX vs FSMDX Comparison Chart
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BMSFX 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 BMSFX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. BMSFX (813M). FSMDX pays higher dividends than BMSFX: FSMDX (1.28) vs BMSFX (0.73). BMSFX was incepted earlier than FSMDX: BMSFX (8 years) vs FSMDX (13 years). BMSFX is a more actively managed with annual turnover of: 67.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than BMSFX: FSMDX (0) vs BMSFX (1000). BMSFX annual gain was more profitable for investors over the last year : 26.63 vs. FSMDX (23.41). FSMDX return over 5 years is better than : 56.67 vs. BMSFX (30.31).
| BMSFX | FSMDX | BMSFX / 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 | 16.502 | 12.397 | 133% |
| 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 | 0.73 | 1.28 | 57% |
| Returns for 1 year | 26.63 | 23.41 | 114% |
| Returns for 3 years | -2.34 | 10.21 | -23% |
| Returns for 5 years | 30.31 | 56.67 | 53% |
| Returns for 10 years | N/A | 113.85 | - |
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