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BMSRX vs FSMDX
BMSRX vs FSMDX Comparison
Open Charts BMSRX vs FSMDX
MFS Blended Research Mid Cap Eq R1
Price$13.92
Change-$0.50 (-3.47%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
BMSRX vs FSMDX Comparison Chart
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BMSRX 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 BMSRX is a Hold and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. BMSRX (918M). 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 : 20.70 vs. BMSRX (12.85). FSMDX return over 5 years is better than : 57.26 vs. BMSRX (19.94).
| 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 | 11.373 | 19.211 | 59% |
| 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 | 0.17 | 1.28 | 13% |
| Returns for 1 year | 12.85 | 20.70 | 62% |
| Returns for 3 years | 11.32 | 19.14 | 59% |
| Returns for 5 years | 19.94 | 57.26 | 35% |
| Returns for 10 years | N/A | 122.53 | - |