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BMSFX vs FSMAX
BMSFX vs FSMAX Comparison
Open Charts BMSFX vs FSMAX
MFS Blended Research Mid Cap Eq A
Price$15.05
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets1.7B
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
BMSFX vs FSMAX Comparison Chart in %
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BMSFX vs. FSMAX commentary
Jul 07, 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: 39.2B vs. BMSFX (1.7B). 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 : 18.61 vs. BMSFX (5.60). FSMAX return over 5 years is better than : 64.88 vs. BMSFX (42.06).
| 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 | 5.911 | 4.632 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 39.2B | 4% |
| Annual Yield % from dividends | 0.63 | 0.47 | 133% |
| Returns for 1 year | 5.60 | 18.61 | 30% |
| Returns for 3 years | 34.54 | 54.62 | 63% |
| Returns for 5 years | 42.06 | 64.88 | 65% |
| Returns for 10 years | N/A | 81.19 | - |
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