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BMSFX vs FSMDX
BMSFX vs FSMDX Comparison
Open Charts BMSFX vs FSMDX
MFS Blended Research Mid Cap Eq A
Price$16.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$36.05
Change-$0.08 (-0.22%)
VolumeN/A
CapitalizationN/A
BMSFX vs FSMDX Comparison Chart
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BMSFX vs. FSMDX commentary
Nov 14, 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: 36.3B vs. BMSFX (910M). 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 : 41.83 vs. FSMDX (37.85). FSMDX return over 5 years is better than : 64.25 vs. BMSFX (36.69).
| 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 | 25.247 | 20.680 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 36.3B | 3% |
| Annual Yield % from dividends | 0.73 | 1.28 | 57% |
| Returns for 1 year | 41.83 | 37.85 | 111% |
| Returns for 3 years | -1.37 | 11.82 | -12% |
| Returns for 5 years | 36.69 | 64.25 | 57% |
| Returns for 10 years | N/A | 126.60 | - |
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