Ad is loading...
BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$14.28
Change-$0.32 (-2.19%)
VolumeN/A
Net Assets1.2B
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
BMSVX vs FSMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSVX vs. FSMDX commentary
Feb 23, 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: 38.6B vs. BMSVX (1.2B). FSMDX pays higher dividends than BMSVX: FSMDX (1.28) vs BMSVX (0.96). BMSVX was incepted earlier than FSMDX: BMSVX (9 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 : 15.51 vs. BMSVX (7.82). FSMDX return over 5 years is better than : 54.58 vs. BMSVX (22.22).
| BMSVX | FSMDX | BMSVX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 3.107 | 3.998 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 38.6B | 3% |
| Annual Yield % from dividends | 0.96 | 1.28 | 75% |
| Returns for 1 year | 7.82 | 15.51 | 50% |
| Returns for 3 years | 20.76 | 27.30 | 76% |
| Returns for 5 years | 22.22 | 54.58 | 41% |
| Returns for 10 years | N/A | 112.08 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...