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BMSFX vs FSMAX
BMSFX vs FSMAX Comparison
Open Charts BMSFX vs FSMAX
MFS Blended Research Mid Cap Eq A
Price$15.13
Change+$0.09 (+0.60%)
VolumeN/A
Net Assets1.75B
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
BMSFX vs FSMAX Comparison Chart in %
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BMSFX vs. FSMAX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. BMSFX (1.75B). BMSFX pays higher dividends than FSMAX: BMSFX (0.63) vs FSMAX (0.47). 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 : 15.33 vs. BMSFX (3.28). FSMAX return over 5 years is better than : 61.91 vs. BMSFX (37.97).
| 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 | 6.474 | 6.195 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 39.2B | 4% |
| Annual Yield % from dividends | 0.63 | 0.47 | 133% |
| Returns for 1 year | 3.28 | 15.33 | 21% |
| Returns for 3 years | 31.55 | 51.73 | 61% |
| Returns for 5 years | 37.97 | 61.91 | 61% |
| Returns for 10 years | N/A | 86.12 | - |
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