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BMSVX vs FSMDX
BMSVX vs FSMDX Comparison
Open Charts BMSVX vs FSMDX
MFS Blended Research Mid Cap Eq R4
Price$15.52
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$34.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BMSVX vs FSMDX Comparison Chart
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BMSVX vs. FSMDX commentary
Sep 20, 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: 35.8B vs. BMSVX (800M). 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 : 26.94 vs. FSMDX (23.41). FSMDX return over 5 years is better than : 56.67 vs. BMSVX (32.87).
| 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 | 16.730 | 12.397 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 35.8B | 2% |
| Annual Yield % from dividends | 0.96 | 1.28 | 75% |
| Returns for 1 year | 26.94 | 23.41 | 115% |
| Returns for 3 years | -0.86 | 10.21 | -8% |
| Returns for 5 years | 32.87 | 56.67 | 58% |
| Returns for 10 years | N/A | 113.85 | - |
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