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BMSBX vs FSMAX
BMSBX vs FSMAX Comparison
Open Charts BMSBX vs FSMAX
MFS Blended Research Mid Cap Eq B
Price$13.97
Change-$0.23 (-1.62%)
VolumeN/A
Net Assets1.55B
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
BMSBX vs FSMAX Comparison Chart
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BMSBX vs. FSMAX commentary
Jun 16, 2025
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 BMSBX is a Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. BMSBX (1.55B). FSMAX pays higher dividends than BMSBX: FSMAX (0.50) vs BMSBX (0.00). BMSBX was incepted earlier than FSMAX: BMSBX (9 years) vs FSMAX (14 years). BMSBX (1.68) is less costly to investors than FSMAX (0.04). BMSBX is a more actively managed with annual turnover of: 75.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than BMSBX: FSMAX (0) vs BMSBX (1000). FSMAX annual gain was more profitable for investors over the last year : 11.48 vs. BMSBX (-0.57). FSMAX return over 5 years is better than : 60.48 vs. BMSBX (32.54).
| BMSBX | FSMAX | BMSBX / FSMAX | |
| Total Expense Ratio | 1.59 | 0.04 | 4,543% |
| Annual Report Gross Expense Ratio | 1.68 | 0.04 | 4,800% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -0.072 | -2.080 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 37.6B | 4% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | -0.57 | 11.48 | -5% |
| Returns for 3 years | 26.19 | 47.57 | 55% |
| Returns for 5 years | 32.54 | 60.48 | 54% |
| Returns for 10 years | N/A | 66.64 | - |
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