MFS Blended Research Mid Cap Equity Fund (BMSLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BMSLX
BMSLX charges 0.59% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among BMSLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | BMSLX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | BMSLX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | BMSLX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | BMSLX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | BMSLX vs SWMCX |
Best Risk-Adjusted Alternatives to BMSLX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 93 | — | BMSLX vs MISIX | |
| Paradigm Select Fund | 86 | Jan 3, 2005 | BMSLX vs PFSLX | |
| Tarkio Fund | 82 | Jun 28, 2011 | BMSLX vs TARKX | |
| Gabelli Value 25 Fund | 82 | Sep 29, 1989 | BMSLX vs GABVX | |
| The Texas Fund | 74 | Sep 17, 2013 | BMSLX vs BIGTX |
Top Performing BMSLX Alternatives (YTD)
BMSLX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Paradigm Select Fund | 11.83% | Jan 3, 2005 | BMSLX vs PFSLX | |
| Ave Maria Value Fund | 9.67% | May 1, 2001 | BMSLX vs AVEMX | |
| The Texas Fund | 9.34% | Sep 17, 2013 | BMSLX vs BIGTX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 7.81% | Aug 12, 2015 | BMSLX vs FZFLX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 6.17% | Dec 26, 2018 | BMSLX vs FTSIX |
Lowest Volatility Alternatives to BMSLX
BMSLX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.74% | Dec 26, 2019 | BMSLX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | BMSLX vs LLSCX | |
| Victory RS Investors Fund | 15.83% | Nov 15, 2005 | BMSLX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.91% | Jul 14, 1999 | BMSLX vs TLVAX | |
| Gabelli Focused Growth and Income Fund | 16.07% | Dec 31, 2002 | BMSLX vs GWSAX |
Lowest Drawdown Alternatives to BMSLX
BMSLX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | BMSLX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | BMSLX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | BMSLX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | BMSLX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | BMSLX vs KMVAX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 28 | -3.84% | Jan 31, 1996 | BMSLX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 32 | 1.11% | May 1, 2006 | BMSLX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 74 | -0.22% | Sep 30, 2004 | BMSLX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 12 | -9.36% | Jan 1, 1935 | BMSLX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 31 | 1.07% | Feb 1, 1996 | BMSLX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 18 | -10.29% | Jun 1, 2012 | BMSLX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 72 | -0.23% | — | BMSLX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 18 | -10.32% | Jul 10, 1997 | BMSLX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 36 | -3.97% | Jul 15, 1924 | BMSLX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 29 | 1.01% | Jan 2, 1996 | BMSLX vs MEIAX |
Often Compared With BMSLX
What investors most often compare with BMSLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Strategic Equity Fund | Mid Cap Blend Equities | 72 | 1.73% | Aug 14, 1995 | BMSLX vs VSEQX | |
| Invesco S&P SmallCap Momentum ETF | Small Cap Growth Equities | 62 | 7.05% | Mar 3, 2005 | BMSLX vs XSMO | |
| iShares Core S&P Small-Cap ETF | Small Cap Blend Equities | 51 | 4.11% | May 22, 2000 | BMSLX vs IJR | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 64 | 0.90% | May 19, 1997 | BMSLX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 50 | 1.90% | Nov 13, 2000 | BMSLX vs VSMAX | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 65 | 1.56% | May 22, 2000 | BMSLX vs IWM | |
| John Hancock Multifactor Mid Cap ETF | Mid Cap Growth Equities | 53 | 3.12% | Sep 28, 2015 | BMSLX vs JHMM | |
| Destinations Small-Mid Cap Equity Fund | Mid Cap Blend Equities | 69 | 3.77% | Mar 20, 2017 | BMSLX vs DSMFX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 6 | -4.35% | Jul 21, 1983 | BMSLX vs GTSGX |
Compare BMSLX with Any Fund or Stock
Compare BMSLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.