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BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$16.14
Change-$0.16 (-0.98%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
BMSVX vs FSMDX Comparison Chart
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BMSVX vs. FSMDX commentary
Nov 18, 2024
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: 36.3B vs. BMSVX (882M). 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. BMSVX annual gain was more profitable for investors over the last year : 35.65 vs. FSMDX (31.21). FSMDX return over 5 years is better than : 60.20 vs. BMSVX (36.07).
| 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 | 23.300 | 18.509 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 882M | 36.3B | 2% |
| Annual Yield % from dividends | 0.96 | 1.28 | 75% |
| Returns for 1 year | 35.65 | 31.21 | 114% |
| Returns for 3 years | -1.90 | 9.29 | -20% |
| Returns for 5 years | 36.07 | 60.20 | 60% |
| Returns for 10 years | N/A | 121.13 | - |
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