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BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$13.07
Change-$0.86 (-6.17%)
VolumeN/A
Net Assets1.23B
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
BMSVX vs FSMDX Comparison Chart
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BMSVX vs. FSMDX commentary
Apr 04, 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: 37.6B vs. BMSVX (1.23B). 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 : 4.57 vs. BMSVX (-3.63). FSMDX return over 5 years is better than : 118.86 vs. BMSVX (76.97).
| 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 | -1.624 | -1.836 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 37.6B | 3% |
| Annual Yield % from dividends | 0.87 | 1.20 | 73% |
| Returns for 1 year | -3.63 | 4.57 | -79% |
| Returns for 3 years | 10.35 | 13.46 | 77% |
| Returns for 5 years | 76.97 | 118.86 | 65% |
| Returns for 10 years | N/A | 99.53 | - |
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