MFS Blended Research Mid Cap Equity Fund (BMSLX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BMSLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BMSLX
BMSLX charges 0.59% annually. There are 30 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | BMSLX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | BMSLX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | BMSLX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | BMSLX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | BMSLX vs VEMPX |
Best Risk-Adjusted Alternatives to BMSLX
BMSLX has a PortfoliosLab risk / return rank of 54. There are 45 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | BMSLX vs PFSLX | |
| Vanguard Strategic Equity Fund | 88 | 11.50B | Aug 1995 | BMSLX vs VSEQX | |
| Gotham Enhanced Return Fund | 82 | — | May 2013 | BMSLX vs GENIX | |
| 13D Activist Fund | 82 | — | Dec 2011 | BMSLX vs DDDIX | |
| Hartford Schroders US MidCap Opportunities Fund | 81 | — | Mar 2006 | BMSLX vs SMDIX |
Top Performing BMSLX Alternatives (YTD)
BMSLX is at 17.69% YTD. There are 31 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 38.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 38.60% | — | Jan 2005 | BMSLX vs PFSLX | |
| 13D Activist Fund | 32.84% | — | Dec 2011 | BMSLX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 29.46% | — | Aug 2015 | BMSLX vs FZFLX | |
| Hodges Fund | 26.46% | — | Oct 1992 | BMSLX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 23.77% | — | Aug 2013 | BMSLX vs FZAMX |
Lowest Volatility Alternatives to BMSLX
BMSLX has 14.61% 1-year volatility. There are 36 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.69%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.69% | — | Dec 2002 | BMSLX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.73% | — | Jul 1999 | BMSLX vs TLVAX | |
| Boston Trust Midcap Fund | 11.77% | — | — | BMSLX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.90% | — | Aug 2011 | BMSLX vs WAMFX | |
| Victory RS Investors Fund | 12.00% | — | Nov 2005 | BMSLX vs RSINX |
Lowest Drawdown Alternatives to BMSLX
BMSLX has a 1-year max drawdown of -9.17%. There are 57 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | BMSLX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | BMSLX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | BMSLX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | BMSLX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | BMSLX vs DNLDX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 20 | 5.62% | — | Jan 1996 | BMSLX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 53 | 9.45% | — | May 2006 | BMSLX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 52 | 9.38% | — | Feb 1996 | BMSLX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 42 | 9.80% | — | Sep 2004 | BMSLX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 7 | -0.94% | — | Jan 1935 | BMSLX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.85% | — | Jun 2012 | BMSLX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.80% | — | Jul 1997 | BMSLX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 33 | 6.03% | — | — | BMSLX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 50 | 9.23% | — | Jan 1996 | BMSLX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 40 | 9.45% | — | Jul 1924 | BMSLX vs MITTX |
Often Compared With BMSLX
Investors most often compare BMSLX with XSMO, SWSSX, SWMCX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BMSLX with Any Fund or Stock
Compare BMSLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BMSLX with funds that move differently
MFS Blended Research Mid Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BMSLX.
Explore BMSLX Diversifiers