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BMSRX vs FSMAX
BMSRX vs FSMAX Comparison
Open Charts BMSRX vs FSMAX
MFS Blended Research Mid Cap Eq R1
Price$15.26
Change+$0.17 (+1.13%)
VolumeN/A
Net Assets2.13B
Fidelity Extended Market Index
Price$101.01
Change+$0.91 (+0.91%)
VolumeN/A
Net Assets41.05B
BMSRX vs FSMAX Comparison Chart in %
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BMSRX vs. FSMAX commentary
Sep 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 BMSRX is a Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. BMSRX (2.13B). FSMAX pays higher dividends than BMSRX: FSMAX (0.44) vs BMSRX (0.09). 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: 58.00 vs. FSMAX (15.00). BMSRX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 15.87 vs. BMSRX (-0.30). FSMAX return over 5 years is better than : 62.49 vs. BMSRX (37.88).
| 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 | 9.078 | 10.145 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 41B | 5% |
| Annual Yield % from dividends | 0.09 | 0.44 | 21% |
| Returns for 1 year | -0.30 | 15.87 | -2% |
| Returns for 3 years | 45.30 | 69.87 | 65% |
| Returns for 5 years | 37.88 | 62.49 | 61% |
| Returns for 10 years | N/A | 116.34 | - |
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