Interact to see
Advertisement
Advertisement
BMSTX vs FSMAX
BMSTX vs FSMAX Comparison
Open Charts BMSTX vs FSMAX
MFS Blended Research Mid Cap Eq R3
Price$14.93
Change+$0.12 (+0.81%)
VolumeN/A
Net Assets1.7B
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
BMSTX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSTX 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 BMSTX is a Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. BMSTX (1.7B). BMSTX pays higher dividends than FSMAX: BMSTX (0.68) vs FSMAX (0.47). BMSTX was incepted earlier than FSMAX: BMSTX (9 years) vs FSMAX (14 years). BMSTX (0.93) is less costly to investors than FSMAX (0.04). BMSTX is a more actively managed with annual turnover of: 75.00 vs. FSMAX (9.00). BMSTX (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. BMSTX (5.54). FSMAX return over 5 years is better than : 64.88 vs. BMSTX (43.07).
| BMSTX | FSMAX | BMSTX / FSMAX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,400% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,657% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 5.887 | 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 | 0.68 | 0.47 | 142% |
| Returns for 1 year | 5.54 | 18.61 | 30% |
| Returns for 3 years | 35.56 | 54.62 | 65% |
| Returns for 5 years | 43.07 | 64.88 | 66% |
| Returns for 10 years | N/A | 81.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement