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BMSYX vs FSMDX
BMSYX vs FSMDX Comparison
Open Charts BMSYX vs FSMDX
MFS Blended Research Mid Cap Eq R6
Price$14.29
Change-$0.32 (-2.19%)
VolumeN/A
Net Assets1.17B
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
BMSYX vs FSMDX Comparison Chart
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BMSYX 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 BMSYX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. BMSYX (1.17B). FSMDX pays higher dividends than BMSYX: FSMDX (1.28) vs BMSYX (1.04). BMSYX was incepted earlier than FSMDX: BMSYX (9 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 : 12.97 vs. BMSYX (5.55). FSMDX return over 5 years is better than : 51.19 vs. BMSYX (18.73).
| BMSYX | FSMDX | BMSYX / 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 | 0.918 | 1.717 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 38.6B | 3% |
| Annual Yield % from dividends | 1.04 | 1.28 | 81% |
| Returns for 1 year | 5.55 | 12.97 | 43% |
| Returns for 3 years | 17.19 | 24.51 | 70% |
| Returns for 5 years | 18.73 | 51.19 | 37% |
| Returns for 10 years | N/A | 107.43 | - |
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