Ad is loading...
BMSYX vs FSMDX
BMSYX vs FSMDX Comparison
Open Charts BMSYX vs FSMDX
MFS Blended Research Mid Cap Eq R6
Price$14.68
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.02B
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
BMSYX vs FSMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSYX vs. FSMDX commentary
Jan 19, 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 BMSYX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. BMSYX (1.02B). FSMDX pays higher dividends than BMSYX: FSMDX (1.28) vs BMSYX (1.04). BMSYX was incepted earlier than FSMDX: BMSYX (8 years) vs FSMDX (13 years). BMSYX is a more actively managed with annual turnover of: 67.00 vs. FSMDX (9.00). BMSYX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 21.14 vs. BMSYX (14.37). FSMDX return over 5 years is better than : 54.11 vs. BMSYX (22.06).
| BMSYX | FSMDX | BMSYX / 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 | 3.672 | 3.642 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 37B | 3% |
| Annual Yield % from dividends | 1.04 | 1.28 | 81% |
| Returns for 1 year | 14.37 | 21.14 | 68% |
| Returns for 3 years | 15.12 | 20.66 | 73% |
| Returns for 5 years | 22.06 | 54.11 | 41% |
| Returns for 10 years | N/A | 124.41 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...