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BMSRX vs FSMAX
BMSRX vs FSMAX Comparison
Open Charts BMSRX vs FSMAX
MFS Blended Research Mid Cap Eq R1
Price$14.02
Change-$0.23 (-1.61%)
VolumeN/A
Net Assets1.55B
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
BMSRX vs FSMAX Comparison Chart
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BMSRX 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 BMSRX is a Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. BMSRX (1.55B). FSMAX pays higher dividends than BMSRX: FSMAX (0.50) 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 : 11.48 vs. BMSRX (-0.75). FSMAX return over 5 years is better than : 60.48 vs. BMSRX (33.40).
| 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 | 0.214 | -2.080 | -10% |
| 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 | 0.10 | 0.50 | 20% |
| Returns for 1 year | -0.75 | 11.48 | -7% |
| Returns for 3 years | 26.99 | 47.57 | 57% |
| Returns for 5 years | 33.40 | 60.48 | 55% |
| Returns for 10 years | N/A | 66.64 | - |
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