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BMSRX vs FSMAX
BMSRX vs FSMAX Comparison
Open Charts BMSRX vs FSMAX
MFS Blended Research Mid Cap Eq R1
Price$14.81
Change+$0.11 (+0.75%)
VolumeN/A
Net Assets1.7B
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
BMSRX vs FSMAX Comparison Chart in %
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BMSRX 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 BMSRX is a Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. BMSRX (1.7B). FSMAX pays higher dividends than BMSRX: FSMAX (0.47) vs BMSRX (0.10). BMSRX was incepted earlier than FSMAX: BMSRX (9 years) vs FSMAX (14 years). BMSRX (1.68) is less costly to investors than FSMAX (0.04). BMSRX is a more actively managed with annual turnover of: 75.00 vs. FSMAX (9.00). BMSRX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.61 vs. BMSRX (5.29). FSMAX return over 5 years is better than : 64.88 vs. BMSRX (38.29).
| BMSRX | FSMAX | BMSRX / 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 | 5.861 | 4.632 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 39.2B | 4% |
| Annual Yield % from dividends | 0.10 | 0.47 | 21% |
| Returns for 1 year | 5.29 | 18.61 | 28% |
| Returns for 3 years | 33.18 | 54.62 | 61% |
| Returns for 5 years | 38.29 | 64.88 | 59% |
| Returns for 10 years | N/A | 81.19 | - |
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