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BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$12.94
Change+$0.20 (+1.57%)
VolumeN/A
Net Assets1.24B
Fidelity Mid Cap Index
Price$31.36
Change+$0.41 (+1.32%)
VolumeN/A
Net Assets37.64B
BMSVX vs FSMDX Comparison Chart
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BMSVX vs. FSMDX commentary
Apr 24, 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: 37.6B vs. BMSVX (1.24B). FSMDX pays higher dividends than BMSVX: FSMDX (1.20) vs BMSVX (0.87). 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 : 0.81 vs. BMSVX (-9.63). FSMDX return over 5 years is better than : 74.96 vs. BMSVX (39.09).
| 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 | -10.028 | -8.351 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 37.6B | 3% |
| Annual Yield % from dividends | 0.87 | 1.20 | 73% |
| Returns for 1 year | -9.63 | 0.81 | -1,191% |
| Returns for 3 years | 4.37 | 11.80 | 37% |
| Returns for 5 years | 39.09 | 74.96 | 52% |
| Returns for 10 years | N/A | 85.27 | - |
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