BMEAX vs FMCSX

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 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%

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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 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%

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