Ad is loading...
BMSYX vs FSMDX
BMSYX vs FSMDX Comparison
Open Charts BMSYX vs FSMDX
MFS Blended Research Mid Cap Eq R6
Price$13.00
Change+$1.04 (+8.70%)
VolumeN/A
Net Assets1.08B
Fidelity Mid Cap Index
Price$31.20
Change+$2.50 (+8.71%)
VolumeN/A
Net Assets37.64B
BMSYX vs FSMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSYX vs. FSMDX commentary
Apr 10, 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: 37.6B vs. BMSYX (1.08B). FSMDX pays higher dividends than BMSYX: FSMDX (1.20) vs BMSYX (0.97). BMSYX was incepted earlier than FSMDX: BMSYX (9 years) vs FSMDX (14 years). BMSYX (0.58) is less costly to investors than FSMDX (0.03). BMSYX is a more actively managed with annual turnover of: 75.00 vs. FSMDX (8.00). BMSYX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : -7.78 vs. BMSYX (-15.69). FSMDX return over 5 years is better than : 65.00 vs. BMSYX (30.26).
| BMSYX | FSMDX | BMSYX / FSMDX | |
| Total Expense Ratio | 0.52 | 0.03 | 2,080% |
| Annual Report Gross Expense Ratio | 0.58 | 0.03 | 2,320% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -13.842 | -13.296 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 37.6B | 3% |
| Annual Yield % from dividends | 0.97 | 1.20 | 81% |
| Returns for 1 year | -15.69 | -7.78 | 202% |
| Returns for 3 years | -3.29 | 2.46 | -133% |
| Returns for 5 years | 30.26 | 65.00 | 47% |
| Returns for 10 years | N/A | 75.28 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers