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BMSFX vs FSMDX
BMSFX vs FSMDX Comparison
Open Charts BMSFX vs FSMDX
MFS Blended Research Mid Cap Eq A
Price$14.22
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets955.83M
Fidelity Mid Cap Index
Price$33.73
Change+$0.24 (+0.72%)
VolumeN/A
Net Assets37.02B
BMSFX vs FSMDX Comparison Chart
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BMSFX vs. FSMDX commentary
Jan 14, 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: 37B vs. BMSFX (956M). 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). FSMDX annual gain was more profitable for investors over the last year : 15.67 vs. BMSFX (9.64). FSMDX return over 5 years is better than : 50.25 vs. BMSFX (17.51).
| 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 | 0.070 | -0.118 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 956M | 37B | 3% |
| Annual Yield % from dividends | 0.73 | 1.28 | 57% |
| Returns for 1 year | 9.64 | 15.67 | 62% |
| Returns for 3 years | 8.16 | 13.94 | 59% |
| Returns for 5 years | 17.51 | 50.25 | 35% |
| Returns for 10 years | N/A | 116.02 | - |
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