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BSMIX vs FSCRX

Both BSMIX and FSCRX are mutual funds. BSMIX has a higher 5-year return than FSCRX (14.71% vs 12.2%). BSMIX has a lower expense ratio than FSCRX (0.12% vs 0.62%). Below is the comparison between BSMIX and FSCRX.

BSMIX FSCRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family BlackRock Fidelity Investments
Net Assets $149.00M $3.20B
Expense Ratio 0.12% 0.62%
Management Style passive (index-based) active
Dividend Yield 0.92% 0.33%
Minimum Investment $2,000,000.00 N/A
YTD Return 14.90% 27.20%
1-Year Return -0.36% 3.57%
3-Year Return 14.14% 13.80%
5-Year Return 14.71% 12.20%
10-Year Return N/A 12.44%

BSMIX description

The Fund seeks to track the performance of the small to mid-cap segment of the U.S. equity universe. The Fund seeks to track the investment results of the Russell 2500 Index, which measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as smid cap.

BSMIX performance & returns

YTD Return 14.90%
1-Month Return -1.71%
3-Month Return -0.36%
1-Year Return -0.36%
3-Year Return 14.14%
5-Year Return 14.71%
10-Year Return N/A
BSMIX expense ratio is 0.12%.

BSMIX holdings

Top 10 Holdings (3.87% of Total Assets)

Name Symbol % Assets
BlackRock Cash Funds Treasury SL Agency XTSLA 0.99%
Immunomedics Inc N/A 0.39%
Horizon Therapeutics PLC HZNP 0.34%
Zillow Group Inc C Z 0.32%
Etsy Inc ETSY 0.32%
PerkinElmer Inc PKI 0.31%
NVR Inc NVR 0.31%
Catalent Inc CTLT 0.31%
Teradyne Inc TER 0.29%
Black Knight Inc A BKI 0.29%

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FSCRX description

The Fund seeks long-term growth of capital by investing at least 65% of its assets in securities of domestic and foreign firms with small market-capitalizations. Invests in either "growth" or "value" stocks or both. Uses fundamental analysis in stock selection.

FSCRX performance & returns

YTD Return 27.20%
1-Month Return 2.17%
3-Month Return 3.57%
1-Year Return 3.57%
3-Year Return 13.80%
5-Year Return 12.20%
10-Year Return 12.44%
FSCRX expense ratio is 0.62%.

FSCRX holdings

Top 10 Holdings (29.31% of Total Assets)

Name Symbol % Assets
Synnex Corp SNX 4.16%
TFI International Inc TFII.TO 3.19%
ASGN Inc ASGN 3.05%
Insight Enterprises Inc NSIT 2.77%
ON Semiconductor Corp ON 2.75%
Valvoline Inc VVV 2.74%
First American Financial Corp FAF 2.72%
Charles River Laboratories International Inc CRL 2.66%
First Citizens BancShares Inc Class A FCNCA 2.65%
Enstar Group Ltd ESGR 2.62%

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