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BMSSX vs FSMAX
BMSSX vs FSMAX Comparison
Open Charts BMSSX vs FSMAX
MFS Blended Research Mid Cap Eq R2
Price$14.08
Change-$0.24 (-1.68%)
VolumeN/A
Net Assets1.55B
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
BMSSX vs FSMAX Comparison Chart
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BMSSX vs. FSMAX commentary
Jun 15, 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 BMSSX is a Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. BMSSX (1.55B). FSMAX pays higher dividends than BMSSX: FSMAX (0.50) vs BMSSX (0.38). BMSSX was incepted earlier than FSMAX: BMSSX (9 years) vs FSMAX (14 years). BMSSX (1.18) is less costly to investors than FSMAX (0.04). BMSSX is a more actively managed with annual turnover of: 75.00 vs. FSMAX (9.00). BMSSX (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. BMSSX (-0.77). FSMAX return over 5 years is better than : 60.48 vs. BMSSX (36.20).
| BMSSX | FSMAX | BMSSX / FSMAX | |
| Total Expense Ratio | 1.09 | 0.04 | 3,114% |
| Annual Report Gross Expense Ratio | 1.18 | 0.04 | 3,371% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 0.071 | -2.080 | -3% |
| 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 | 0.38 | 0.50 | 76% |
| Returns for 1 year | -0.77 | 11.48 | -7% |
| Returns for 3 years | 28.28 | 47.57 | 59% |
| Returns for 5 years | 36.20 | 60.48 | 60% |
| Returns for 10 years | N/A | 66.64 | - |
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