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BMSRX vs FSMDX
BMSRX vs FSMDX Comparison
Open Charts BMSRX vs FSMDX
MFS Blended Research Mid Cap Eq R1
Price$15.22
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
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BMSRX vs FSMDX Comparison Chart
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BMSRX vs. FSMDX commentary
Sep 21, 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: 35.8B vs. BMSRX (813M). 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 : 25.62 vs. FSMDX (23.41). FSMDX return over 5 years is better than : 56.67 vs. BMSRX (26.14).
| 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 | 15.895 | 12.397 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 35.8B | 2% |
| Annual Yield % from dividends | 0.17 | 1.28 | 13% |
| Returns for 1 year | 25.62 | 23.41 | 109% |
| Returns for 3 years | -4.02 | 10.21 | -39% |
| Returns for 5 years | 26.14 | 56.67 | 46% |
| Returns for 10 years | N/A | 113.85 | - |
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