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BMSSX vs FSMDX
BMSSX vs FSMDX Comparison
Open Charts BMSSX vs FSMDX
MFS Blended Research Mid Cap Eq R2
Price$14.00
Change-$0.50 (-3.45%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
BMSSX vs FSMDX Comparison Chart
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BMSSX 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 BMSSX is a Hold and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. BMSSX (918M). FSMDX pays higher dividends than BMSSX: FSMDX (1.28) vs BMSSX (0.61). BMSSX was incepted earlier than FSMDX: BMSSX (8 years) vs FSMDX (13 years). BMSSX is a more actively managed with annual turnover of: 67.00 vs. FSMDX (9.00). BMSSX (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. BMSSX (13.25). FSMDX return over 5 years is better than : 57.26 vs. BMSSX (23.01).
| BMSSX | FSMDX | BMSSX / 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 | 11.769 | 19.211 | 61% |
| 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 | 0.61 | 1.28 | 47% |
| Returns for 1 year | 13.25 | 20.70 | 64% |
| Returns for 3 years | 12.89 | 19.14 | 67% |
| Returns for 5 years | 23.01 | 57.26 | 40% |
| Returns for 10 years | N/A | 122.53 | - |
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