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BMSTX vs FSMDX
BMSTX vs FSMDX Comparison
Open Charts BMSTX vs FSMDX
MFS Blended Research Mid Cap Eq R3
Price$14.20
Change+$0.01 (+0.07%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$34.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BMSTX vs FSMDX Comparison Chart
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BMSTX vs. FSMDX commentary
Dec 24, 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 BMSTX is a Hold and FSMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. BMSTX (906M). FSMDX pays higher dividends than BMSTX: FSMDX (1.28) vs BMSTX (0.74). BMSTX was incepted earlier than FSMDX: BMSTX (8 years) vs FSMDX (13 years). BMSTX is a more actively managed with annual turnover of: 67.00 vs. FSMDX (9.00). BMSTX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 16.00 vs. BMSTX (9.96). FSMDX return over 5 years is better than : 54.54 vs. BMSTX (20.82).
| BMSTX | FSMDX | BMSTX / 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 | 9.373 | 15.185 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 39.6B | 2% |
| Annual Yield % from dividends | 0.74 | 1.28 | 58% |
| Returns for 1 year | 9.96 | 16.00 | 62% |
| Returns for 3 years | 10.27 | 14.12 | 73% |
| Returns for 5 years | 20.82 | 54.54 | 38% |
| Returns for 10 years | N/A | 113.54 | - |
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