BMEAX vs FMCSX

Both BMEAX and FMCSX are mutual funds. BMEAX has a lower 5-year return than FMCSX (8.82% vs 12.54%). BMEAX has a higher expense ratio than FMCSX (1.1% vs 0.77%). Below is the comparison between BMEAX and FMCSX.

BMEAX FMCSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family BlackRock Fidelity Investments
Net Assets $276.40M $6.03B
Expense Ratio 1.10% 0.77%
Management Style active active
Dividend Yield 6.40% 1.22%
Minimum Investment $1,000.00 $2,500.00
YTD Return 3.06% -3.11%
1-Year Return 0.47% -1.35%
3-Year Return 11.95% 15.36%
5-Year Return 8.82% 12.54%
10-Year Return 11.33% 13.28%

BMEAX

BMEAX description

The Fund seeks high current income with consideration for capital appreciation. The Fund invests in a diversified portfolio of equity securities. The Fund will invest at least 80% of its net assets, plus the amount of any borrowings, in equity securities and equity-related instruments, including equity-linked notes.

BMEAX performance & returns

YTD Return 3.06%
1-Month Return 2.97%
3-Month Return 0.47%
1-Year Return 0.47%
3-Year Return 11.95%
5-Year Return 8.82%
10-Year Return 11.33%
BMEAX expense ratio is 1.1%.

BMEAX holdings

Top 10 Holdings (28.15% of Total Assets)

Name Symbol % Assets
Verizon Communications Inc VZ 6.21%
Wells Fargo & Co WFC 2.77%
BAE Systems PLC BA..L 2.59%
Medtronic PLC MDT 2.58%
Pfizer Inc PFE 2.50%
General Motors Co GM 2.49%
Bayer AG BAYN.DE 2.33%
CVS Health Corp CVS 2.26%
Marathon Petroleum Corp MPC 2.24%
American International Group Inc AIG 2.18%

BMEAX pros

The following are BMEAX strengths from our perspective:

  • BMEAX 3-year return is 9.75%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 9.62%.
  • BMEAX 5-year return is 7.92%, which is in line with the 5-year return of the benchmark index (Russell 1000 Value TR USD), 8.53%.
  • BMEAX 10-year return is 11.07%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 11.63%.
  • BMEAX 15-year return is 7.7%, which is higher than the 15-year return of the benchmark index (Russell 1000 Value TR USD), 6.25%.

BMEAX cons

The following are BMEAX weaknesses from our perspective:

  • BMEAX net assets are $276.40 million. This fund is not a popular choice with retail investors.
  • BMEAX expense ratio is 1.1%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.

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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 -3.11%
1-Month Return 1.67%
3-Month Return -1.35%
1-Year Return -1.35%
3-Year Return 15.36%
5-Year Return 12.54%
10-Year Return 13.28%
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

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