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BMSRX vs FSMDX
BMSRX vs FSMDX Comparison
Open Charts BMSRX vs FSMDX
MFS Blended Research Mid Cap Eq R1
Price$15.85
Change-$0.16 (-1.00%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
BMSRX vs FSMDX Comparison Chart
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BMSRX vs. FSMDX commentary
Nov 18, 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 BMSRX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. BMSRX (882M). 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. BMSRX annual gain was more profitable for investors over the last year : 34.36 vs. FSMDX (31.21). FSMDX return over 5 years is better than : 60.20 vs. BMSRX (29.23).
| 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 | 22.299 | 18.509 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 882M | 36.3B | 2% |
| Annual Yield % from dividends | 0.17 | 1.28 | 13% |
| Returns for 1 year | 34.36 | 31.21 | 110% |
| Returns for 3 years | -4.90 | 9.29 | -53% |
| Returns for 5 years | 29.23 | 60.20 | 49% |
| Returns for 10 years | N/A | 121.13 | - |