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BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$14.67
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.02B
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
BMSVX vs FSMDX Comparison Chart
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BMSVX vs. FSMDX commentary
Jan 19, 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 Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. BMSVX (1.02B). FSMDX pays higher dividends than BMSVX: FSMDX (1.28) vs BMSVX (0.96). BMSVX was incepted earlier than FSMDX: BMSVX (8 years) vs FSMDX (13 years). BMSVX is a more actively managed with annual turnover of: 67.00 vs. FSMDX (9.00). BMSVX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 21.14 vs. BMSVX (14.19). FSMDX return over 5 years is better than : 54.11 vs. BMSVX (22.81).
| BMSVX | FSMDX | BMSVX / 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 | 3.602 | 3.642 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 37B | 3% |
| Annual Yield % from dividends | 0.96 | 1.28 | 75% |
| Returns for 1 year | 14.19 | 21.14 | 67% |
| Returns for 3 years | 16.12 | 20.66 | 78% |
| Returns for 5 years | 22.81 | 54.11 | 42% |
| Returns for 10 years | N/A | 124.41 | - |
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