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BMSTX vs FSMAX
BMSTX vs FSMAX Comparison
Open Charts BMSTX vs FSMAX
MFS Blended Research Mid Cap Eq R3
Price$14.13
Change-$0.24 (-1.67%)
VolumeN/A
Net Assets1.55B
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
BMSTX vs FSMAX Comparison Chart
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BMSTX 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 BMSTX is a Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. BMSTX (1.55B). BMSTX pays higher dividends than FSMAX: BMSTX (0.70) vs FSMAX (0.50). 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 : 13.41 vs. BMSTX (-0.46). FSMAX return over 5 years is better than : 63.25 vs. BMSTX (38.08).
| 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 | 0.213 | -0.385 | -55% |
| 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 | 0.70 | 0.50 | 139% |
| Returns for 1 year | -0.46 | 13.41 | -3% |
| Returns for 3 years | 29.21 | 50.12 | 58% |
| Returns for 5 years | 38.08 | 63.25 | 60% |
| Returns for 10 years | N/A | 69.53 | - |
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