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BMSLX vs FSMDX
BMSLX vs FSMDX Comparison
Open Charts BMSLX vs FSMDX
MFS Blended Research Mid Cap Eq I
Price$14.24
Change-$0.32 (-2.20%)
VolumeN/A
Net Assets1.17B
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
BMSLX vs FSMDX Comparison Chart
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BMSLX 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 BMSLX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. BMSLX (1.17B). FSMDX pays higher dividends than BMSLX: FSMDX (1.28) vs BMSLX (0.96). BMSLX was incepted earlier than FSMDX: BMSLX (9 years) vs FSMDX (13 years). BMSLX is a more actively managed with annual turnover of: 67.00 vs. FSMDX (9.00). BMSLX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 12.97 vs. BMSLX (5.34). FSMDX return over 5 years is better than : 51.19 vs. BMSLX (18.16).
| BMSLX | FSMDX | BMSLX / 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 | 0.850 | 1.717 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 38.6B | 3% |
| Annual Yield % from dividends | 0.96 | 1.28 | 75% |
| Returns for 1 year | 5.34 | 12.97 | 41% |
| Returns for 3 years | 16.79 | 24.51 | 68% |
| Returns for 5 years | 18.16 | 51.19 | 35% |
| Returns for 10 years | N/A | 107.43 | - |