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BRSTX vs FSSNX
BRSTX vs FSSNX Comparison
Open Charts BRSTX vs FSSNX
MFS Blended Research Small Cap Eq R3
Price$14.45
Change-$0.34 (-2.30%)
VolumeN/A
Net Assets328.74M
Fidelity Small Cap Index
Price$27.28
Change-$0.83 (-2.95%)
VolumeN/A
Net Assets27.16B
BRSTX vs FSSNX Comparison Chart
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BRSTX vs. FSSNX commentary
Feb 23, 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 BRSTX is a Hold and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.2B vs. BRSTX (329M). FSSNX pays higher dividends than BRSTX: FSSNX (1.36) vs BRSTX (0.63). BRSTX was incepted earlier than FSSNX: BRSTX (9 years) vs FSSNX (13 years). BRSTX is a more actively managed with annual turnover of: 56.00 vs. FSSNX (9.00). BRSTX (0) and FSSNX (0) have matching initial minimum investment requirements. FSSNX annual gain was more profitable for investors over the last year : 10.61 vs. BRSTX (-3.65). FSSNX return over 5 years is better than : 36.70 vs. BRSTX (5.42).
| BRSTX | FSSNX | BRSTX / FSSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | -1.967 | -1.445 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 27.2B | 1% |
| Annual Yield % from dividends | 0.63 | 1.36 | 46% |
| Returns for 1 year | -3.65 | 10.61 | -34% |
| Returns for 3 years | -2.56 | 16.37 | -16% |
| Returns for 5 years | 5.42 | 36.70 | 15% |
| Returns for 10 years | N/A | 73.57 | - |
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