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BMSFX vs FSMDX
BMSFX vs FSMDX Comparison
Open Charts BMSFX vs FSMDX
MFS Blended Research Mid Cap Eq A
Price$13.11
Change-$0.87 (-6.22%)
VolumeN/A
Net Assets1.23B
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
BMSFX vs FSMDX Comparison Chart
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BMSFX vs. FSMDX commentary
Apr 04, 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 BMSFX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. BMSFX (1.23B). FSMDX pays higher dividends than BMSFX: FSMDX (1.20) vs BMSFX (0.67). BMSFX was incepted earlier than FSMDX: BMSFX (9 years) vs FSMDX (14 years). BMSFX (0.93) is less costly to investors than FSMDX (0.03). BMSFX is a more actively managed with annual turnover of: 75.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than BMSFX: FSMDX (0) vs BMSFX (1000). FSMDX annual gain was more profitable for investors over the last year : 4.57 vs. BMSFX (-3.79). FSMDX return over 5 years is better than : 118.86 vs. BMSFX (73.44).
| BMSFX | FSMDX | BMSFX / FSMDX | |
| Total Expense Ratio | 0.84 | 0.03 | 3,360% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,720% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -1.619 | -1.836 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 37.6B | 3% |
| Annual Yield % from dividends | 0.67 | 1.20 | 56% |
| Returns for 1 year | -3.79 | 4.57 | -83% |
| Returns for 3 years | 8.61 | 13.46 | 64% |
| Returns for 5 years | 73.44 | 118.86 | 62% |
| Returns for 10 years | N/A | 99.53 | - |
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