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BMSFX vs FSMAX
BMSFX vs FSMAX Comparison
Open Charts BMSFX vs FSMAX
MFS Blended Research Mid Cap Eq A
Price$14.25
Change-$0.24 (-1.66%)
VolumeN/A
Net Assets1.55B
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
BMSFX vs FSMAX Comparison Chart
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BMSFX 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 BMSFX is a Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. BMSFX (1.55B). BMSFX pays higher dividends than FSMAX: BMSFX (0.65) vs FSMAX (0.50). BMSFX was incepted earlier than FSMAX: BMSFX (9 years) vs FSMAX (14 years). BMSFX (0.93) is less costly to investors than FSMAX (0.04). BMSFX is a more actively managed with annual turnover of: 75.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than BMSFX: FSMAX (0) vs BMSFX (1000). FSMAX annual gain was more profitable for investors over the last year : 11.48 vs. BMSFX (-0.36). FSMAX return over 5 years is better than : 60.48 vs. BMSFX (37.17).
| BMSFX | FSMAX | BMSFX / FSMAX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,400% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,657% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 0.281 | -2.080 | -14% |
| Front Load | 6% | 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 | 0.65 | 0.50 | 130% |
| Returns for 1 year | -0.36 | 11.48 | -3% |
| Returns for 3 years | 28.30 | 47.57 | 59% |
| Returns for 5 years | 37.17 | 60.48 | 61% |
| Returns for 10 years | N/A | 66.64 | - |
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