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BMSYX vs FSMDX
BMSYX vs FSMDX Comparison
Open Charts BMSYX vs FSMDX
MFS Blended Research Mid Cap Eq R6
Price$14.60
Change-$0.16 (-1.08%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
CapitalizationN/A
BMSYX vs FSMDX Comparison Chart
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BMSYX vs. FSMDX commentary
Dec 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 BMSYX is a Hold and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. BMSYX (926M). 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 : 20.70 vs. BMSYX (14.01). FSMDX return over 5 years is better than : 57.26 vs. BMSYX (25.51).
| 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 | 12.445 | 19.211 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 926M | 39.6B | 2% |
| Annual Yield % from dividends | 1.04 | 1.28 | 81% |
| Returns for 1 year | 14.01 | 20.70 | 68% |
| Returns for 3 years | 13.71 | 19.14 | 72% |
| Returns for 5 years | 25.51 | 57.26 | 45% |
| Returns for 10 years | N/A | 122.53 | - |
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