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BMSLX vs FSMDX
BMSLX vs FSMDX Comparison
Open Charts BMSLX vs FSMDX
MFS Blended Research Mid Cap Eq I
Price$14.06
Change-$0.50 (-3.43%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
BMSLX vs FSMDX Comparison Chart
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BMSLX vs. FSMDX commentary
Dec 19, 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 BMSLX is a Hold and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. BMSLX (918M). FSMDX pays higher dividends than BMSLX: FSMDX (1.28) vs BMSLX (0.96). BMSLX was incepted earlier than FSMDX: BMSLX (8 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 : 20.70 vs. BMSLX (13.89). FSMDX return over 5 years is better than : 57.26 vs. BMSLX (24.91).
| BMSLX | FSMDX | BMSLX / 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 | 12.318 | 19.211 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 39.6B | 2% |
| Annual Yield % from dividends | 0.96 | 1.28 | 75% |
| Returns for 1 year | 13.89 | 20.70 | 67% |
| Returns for 3 years | 13.39 | 19.14 | 70% |
| Returns for 5 years | 24.91 | 57.26 | 43% |
| Returns for 10 years | N/A | 122.53 | - |