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BMSRX vs FSMDX
BMSRX vs FSMDX Comparison
Open Charts BMSRX vs FSMDX
MFS Blended Research Mid Cap Eq R1
Price$14.80
Change+$0.15 (+1.02%)
VolumeN/A
Net Assets1.14B
Fidelity Mid Cap Index
Price$35.49
Change+$0.41 (+1.17%)
VolumeN/A
Net Assets37.02B
BMSRX vs FSMDX Comparison Chart
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BMSRX vs. FSMDX commentary
Jan 31, 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 BMSRX is a StrongBuy and FSMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. BMSRX (1.14B). FSMDX pays higher dividends than BMSRX: FSMDX (1.28) vs BMSRX (0.17). BMSRX was incepted earlier than FSMDX: BMSRX (8 years) vs FSMDX (13 years). BMSRX is a more actively managed with annual turnover of: 67.00 vs. FSMDX (9.00). BMSRX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 20.18 vs. BMSRX (12.63). FSMDX return over 5 years is better than : 60.07 vs. BMSRX (22.05).
| BMSRX | FSMDX | BMSRX / 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 | 4.718 | 3.879 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 37B | 3% |
| Annual Yield % from dividends | 0.17 | 1.28 | 13% |
| Returns for 1 year | 12.63 | 20.18 | 63% |
| Returns for 3 years | 16.14 | 23.42 | 69% |
| Returns for 5 years | 22.05 | 60.07 | 37% |
| Returns for 10 years | N/A | 122.46 | - |