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BMSFX vs FSMAX
BMSFX vs FSMAX Comparison
Open Charts BMSFX vs FSMAX
MFS Blended Research Mid Cap Eq A
Price$15.52
Change+$0.13 (+0.84%)
VolumeN/A
Net Assets1.93B
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
BMSFX vs FSMAX Comparison Chart in %
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BMSFX vs. FSMAX commentary
Sep 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 BMSFX is a StrongBuy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. BMSFX (1.93B). BMSFX pays higher dividends than FSMAX: BMSFX (0.60) vs FSMAX (0.44). BMSFX was incepted earlier than FSMAX: BMSFX (9 years) vs FSMAX (14 years). BMSFX (0.93) is less costly to investors than FSMAX (0.04). BMSFX is a more actively managed with annual turnover of: 58.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than BMSFX: FSMAX (0) vs BMSFX (1000). FSMAX annual gain was more profitable for investors over the last year : 21.50 vs. BMSFX (5.29). FSMAX return over 5 years is better than : 59.13 vs. BMSFX (37.69).
| BMSFX | FSMAX | BMSFX / 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 | 9.571 | 10.057 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 41B | 5% |
| Annual Yield % from dividends | 0.60 | 0.44 | 136% |
| Returns for 1 year | 5.29 | 21.50 | 25% |
| Returns for 3 years | 35.61 | 56.89 | 63% |
| Returns for 5 years | 37.69 | 59.13 | 64% |
| Returns for 10 years | N/A | 101.70 | - |
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