Both BMEAX and FMCSX are mutual funds. BMEAX has a lower 5-year return than FMCSX (10.81% vs 15.44%). 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 | $212.70M | $6.09B |
| Expense Ratio | 1.10% | 0.77% |
| Management Style | active | active |
| Dividend Yield | 6.21% | 0.92% |
| Minimum Investment | $1,000.00 | $2,500.00 |
| YTD Return | 22.11% | 26.42% |
| 1-Year Return | 5.86% | 7.57% |
| 3-Year Return | 11.21% | 17.59% |
| 5-Year Return | 10.81% | 15.44% |
| 10-Year Return | 11.34% | 14.27% |
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 | 22.11% |
| 1-Month Return | 5.21% |
| 3-Month Return | 5.86% |
| 1-Year Return | 5.86% |
| 3-Year Return | 11.21% |
| 5-Year Return | 10.81% |
| 10-Year Return | 11.34% |
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% |
Other relevant BMEAX comparisons
You may also want to check out the following BMEAX comparisons that investors often look for on Finny
- BMEAX vs RPMGX
- BMEAX vs VMGMX
- BMEAX vs CIPIX
- BMEAX vs FMCSX
- BMEAX vs JAENX
- BMEAX vs VMGRX
- BMEAX vs TWHIX
- BMEAX vs OEGAX
- BMEAX vs FRSGX
- BMEAX vs APHMX
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 | 26.42% |
| 1-Month Return | 6.03% |
| 3-Month Return | 7.57% |
| 1-Year Return | 7.57% |
| 3-Year Return | 17.59% |
| 5-Year Return | 15.44% |
| 10-Year Return | 14.27% |
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% |
Other relevant FMCSX comparisons
You may also want to check out the following FMCSX comparisons that investors often look for on Finny
- FMCSX vs RPMGX
- FMCSX vs VMGMX
- FMCSX vs CIPIX
- FMCSX vs JAENX
- FMCSX vs VMGRX
- FMCSX vs TWHIX
- FMCSX vs OEGAX
- FMCSX vs FRSGX
- FMCSX vs APHMX
- FMCSX vs HFMIX
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.