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BRSTX vs FSSNX
BRSTX vs FSSNX Comparison
Open Charts BRSTX vs FSSNX
MFS Blended Research Small Cap Eq R3
Price$12.43
Change-$1.03 (-7.65%)
VolumeN/A
Net Assets302.24M
Fidelity Small Cap Index
Price$23.80
Change-$1.68 (-6.59%)
VolumeN/A
Net Assets24.17B
BRSTX vs FSSNX Comparison Chart
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BRSTX vs. FSSNX commentary
Apr 04, 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 Buy and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.2B vs. BRSTX (302M). BRSTX pays higher dividends than FSSNX: BRSTX (1.20) vs FSSNX (1.13). BRSTX was incepted earlier than FSSNX: BRSTX (10 years) vs FSSNX (14 years). BRSTX (1.13) is less costly to investors than FSSNX (0.03). BRSTX is a more actively managed with annual turnover of: 61.00 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 : -0.02 vs. BRSTX (-11.25). FSSNX return over 5 years is better than : 103.11 vs. BRSTX (58.20).
| BRSTX | FSSNX | BRSTX / FSSNX | |
| Total Expense Ratio | 0.99 | 0.03 | 3,960% |
| Annual Report Gross Expense Ratio | 1.13 | 0.03 | 4,520% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -8.684 | -7.948 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 24.2B | 1% |
| Annual Yield % from dividends | 1.20 | 1.13 | 106% |
| Returns for 1 year | -11.25 | -0.02 | 69,347% |
| Returns for 3 years | -13.10 | 2.50 | -524% |
| Returns for 5 years | 58.20 | 103.11 | 56% |
| Returns for 10 years | N/A | 58.34 | - |
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