BTMFX
Price
$24.24
Change
+$0.05 (+0.21%)
Updated
Jul 13 closing price
Net Assets
172.53M
FSMDX
Price
$42.36
Change
-$0.09 (-0.21%)
Updated
Jul 13 closing price
Net Assets
53.23B
Interact to see
Advertisement

BTMFX vs FSMDX

BTMFX vs FSMDX Comparison Chart in %
View a ticker or compare two or three
VS
BTMFX vs. FSMDX commentary
Jul 14, 2026

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 BTMFX is a Buy and FSMDX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. BTMFX (173M). FSMDX pays higher dividends than BTMFX: FSMDX (0.76) vs BTMFX (0.68). BTMFX was incepted earlier than FSMDX: BTMFX (19 years) vs FSMDX (15 years). BTMFX (0.98) is less costly to investors than FSMDX (0.03). BTMFX is a more actively managed with annual turnover of: 29.70 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than BTMFX: FSMDX (0) vs BTMFX (100000). FSMDX annual gain was more profitable for investors over the last year : 19.67 vs. BTMFX (-2.33). FSMDX return over 5 years is better than : 45.89 vs. BTMFX (4.39).
BTMFXFSMDXBTMFX / FSMDX
Total Expense Ratio0.980.033,920%
Annual Report Gross Expense Ratio0.980.033,920%
Fund Existence19 years15 years-
Gain YTD5.44914.94736%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets173M53.2B0%
Annual Yield % from dividends0.680.7690%
Returns for 1 year-2.3319.67-12%
Returns for 3 years7.1252.5014%
Returns for 5 years4.3945.8910%
Returns for 10 years59.86165.7936%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IRLIX48.57N/A
N/A
Voya Russell Large Cap Index Port A
MLVTX18.59N/A
N/A
MFS Low Volatility Equity R6
TQVAX22.10N/A
N/A
T. Rowe Price Integrated US LCV Eq Adv
BMSDX17.01N/A
N/A
MFS Blended Research Mid Cap Eq C
RIGEX48.66-0.61
-1.24%
American Funds Intl Gr and Inc R-4