BMDSX vs FMCSX

Both BMDSX and FMCSX are mutual funds. BMDSX has a higher 5-year return than FMCSX (11.83% vs 11.52%). BMDSX has a higher expense ratio than FMCSX (1.05% vs 0.77%). Below is the comparison between BMDSX and FMCSX.

BMDSX FMCSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Baird Fidelity Investments
Net Assets $159.20M $6.03B
Expense Ratio 1.05% 0.77%
Management Style active active
Dividend Yield 0.00% 1.22%
Minimum Investment $3,000.00 $2,500.00
YTD Return -29.22% -8.23%
1-Year Return -14.36% -5.15%
3-Year Return 9.57% 13.27%
5-Year Return 11.83% 11.52%
10-Year Return 11.67% 13.00%

BMDSX

BMDSX description

The Fund seeks long-term growth of capital. To achieve its investment objective the Fund invests, under normal circumstances, at least 80% of its total assets in the equity securities of mid-capitalization companies, principally common stocks, preferred stocks and securities convertible into common stocks.

BMDSX performance & returns

YTD Return -29.22%
1-Month Return -12.72%
3-Month Return -14.36%
1-Year Return -14.36%
3-Year Return 9.57%
5-Year Return 11.83%
10-Year Return 11.67%
BMDSX expense ratio is 1.05%.

BMDSX holdings

Top 10 Holdings (26.95% of Total Assets)

Name Symbol % Assets
Monolithic Power Systems Inc MPWR 3.11%
Synopsys Inc SNPS 3.05%
EPAM Systems Inc EPAM 2.80%
Align Technology Inc ALGN 2.76%
Paycom Software Inc PAYC 2.72%
IDEXX Laboratories Inc IDXX 2.68%
Pool Corp POOL 2.62%
Chipotle Mexican Grill Inc Class A CMG 2.51%
Five Below Inc FIVE 2.36%
Generac Holdings Inc GNRC 2.34%

BMDSX pros

The following are BMDSX strengths from our perspective:

  • BMDSX 3-year return is 9.57%, which is higher than the 3-year return of the benchmark index (Russell Mid Cap Growth TR USD), 7.11%.
  • BMDSX 5-year return is 11.83%, which is higher than the 5-year return of the benchmark index (Russell Mid Cap Growth TR USD), 9.94%.
  • BMDSX 10-year return is 11.67%, which is in line with the 10-year return of the benchmark index (Russell Mid Cap Growth TR USD), 12.31%.
  • BMDSX 15-year return is 9.26%, which is higher than the 15-year return of the benchmark index (Russell Mid Cap Growth TR USD), 8.45%.

BMDSX cons

The following are BMDSX weaknesses from our perspective:

  • BMDSX net assets are $159.20 million. This fund is not a popular choice with retail investors.
  • BMDSX expense ratio is 1.05%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.

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FMCSX

FMCSX description

The Fund seeks long-term growth of capital. The Fund normally invests at least 80% of its assets in common stocks of companies with medium market capitalizations (which, for purposes of this Fund, are those companies with market capitalizations similar to companies in the Russell Midcap Index or the S&P MidCap 400.

FMCSX performance & returns

YTD Return -8.23%
1-Month Return -9.56%
3-Month Return -5.15%
1-Year Return -5.15%
3-Year Return 13.27%
5-Year Return 11.52%
10-Year Return 13.00%
FMCSX expense ratio is 0.77%.

FMCSX holdings

Top 10 Holdings (16.18% of Total Assets)

Name Symbol % Assets
Fidelity Revere Str Tr N/A 3.16%
NVR Inc NVR 1.86%
Generac Holdings Inc GNRC 1.82%
Molina Healthcare Inc MOH 1.79%
WNS (Holdings) Ltd ADR WNS 1.66%
Hologic Inc HOLX 1.31%
Hess Corp HES 1.25%
Donaldson Co Inc DCI 1.12%
AMETEK Inc AME 1.11%
D.R. Horton Inc DHI 1.10%

FMCSX pros

The following are FMCSX strengths from our perspective:

  • FMCSX 3-year return is 13.27%, which is higher than the 3-year return of the benchmark index (S&P MidCap 400 TR), 9.99%.
  • FMCSX 5-year return is 11.52%, which is higher than the 5-year return of the benchmark index (S&P MidCap 400 TR), 8.53%.
  • FMCSX 10-year return is 13%, which is higher than the 10-year return of the benchmark index (S&P MidCap 400 TR), 11.89%.
  • FMCSX 15-year return is 8.15%, which is in line with the 15-year return of the benchmark index (S&P MidCap 400 TR), 8.38%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FMCSX cons

The following are FMCSX weaknesses from our perspective:

  • FMCSX expense ratio is 0.77%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FMCSX comparisons

You may also want to check out the following FMCSX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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