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BMSLX vs FSMAX
BMSLX vs FSMAX Comparison
Open Charts BMSLX vs FSMAX
MFS Blended Research Mid Cap Eq I
Price$14.17
Change-$0.24 (-1.67%)
VolumeN/A
Net Assets1.55B
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
BMSLX vs FSMAX Comparison Chart
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BMSLX 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 BMSLX is a Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. BMSLX (1.55B). BMSLX pays higher dividends than FSMAX: BMSLX (0.86) vs FSMAX (0.50). BMSLX was incepted earlier than FSMAX: BMSLX (9 years) vs FSMAX (14 years). BMSLX (0.68) is less costly to investors than FSMAX (0.04). BMSLX is a more actively managed with annual turnover of: 75.00 vs. FSMAX (9.00). BMSLX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 11.48 vs. BMSLX (-0.16). FSMAX return over 5 years is better than : 60.48 vs. BMSLX (38.37).
| BMSLX | FSMAX | BMSLX / FSMAX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,686% |
| Annual Report Gross Expense Ratio | 0.68 | 0.04 | 1,943% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 0.354 | -2.080 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 37.6B | 4% |
| Annual Yield % from dividends | 0.86 | 0.50 | 173% |
| Returns for 1 year | -0.16 | 11.48 | -1% |
| Returns for 3 years | 28.86 | 47.57 | 61% |
| Returns for 5 years | 38.37 | 60.48 | 63% |
| Returns for 10 years | N/A | 66.64 | - |
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