Interact to see
Advertisement
Advertisement
BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$13.98
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets1.46B
Fidelity Mid Cap Index
Price$33.64
Change-$0.12 (-0.36%)
VolumeN/A
Net Assets37.69B
BMSVX vs FSMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSVX vs. FSMDX commentary
May 26, 2025
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 BMSVX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. BMSVX (1.47B). FSMDX pays higher dividends than BMSVX: FSMDX (1.21) vs BMSVX (0.89). BMSVX was incepted earlier than FSMDX: BMSVX (9 years) vs FSMDX (14 years). BMSVX (0.68) is less costly to investors than FSMDX (0.03). BMSVX is a more actively managed with annual turnover of: 75.00 vs. FSMDX (8.00). BMSVX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 7.77 vs. BMSVX (-2.81). FSMDX return over 5 years is better than : 77.94 vs. BMSVX (42.25).
| BMSVX | FSMDX | BMSVX / FSMDX | |
| Total Expense Ratio | 0.59 | 0.03 | 2,360% |
| Annual Report Gross Expense Ratio | 0.68 | 0.03 | 2,720% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -1.271 | -0.385 | 330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 37.7B | 4% |
| Annual Yield % from dividends | 0.89 | 1.21 | 74% |
| Returns for 1 year | -2.81 | 7.77 | -36% |
| Returns for 3 years | 22.73 | 32.54 | 70% |
| Returns for 5 years | 42.25 | 77.94 | 54% |
| Returns for 10 years | N/A | 103.37 | - |