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BTSMX vs FSMAX
BTSMX vs FSMAX Comparison
Open Charts BTSMX vs FSMAX
Boston Trust SMID Cap
Price$24.20
Change-$0.53 (-2.14%)
VolumeN/A
Net Assets813.23M
Fidelity Extended Market Index
Price$82.75
Change+$0.19 (+0.23%)
VolumeN/A
Net Assets39.44B
BTSMX vs FSMAX Comparison Chart
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BTSMX vs. FSMAX commentary
Mar 12, 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 BTSMX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.4B vs. BTSMX (813M). BTSMX pays higher dividends than FSMAX: BTSMX (0.83) vs FSMAX (0.49). BTSMX was incepted earlier than FSMAX: BTSMX (13 years) vs FSMAX (14 years). BTSMX (0.85) is less costly to investors than FSMAX (0.04). BTSMX is a more actively managed with annual turnover of: 31.51 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than BTSMX: FSMAX (0) vs BTSMX (1000000). BTSMX annual gain was more profitable for investors over the last year : 2.70 vs. FSMAX (2.31). BTSMX return over 5 years is better than : 96.29 vs. FSMAX (88.15).
| BTSMX | FSMAX | BTSMX / FSMAX | |
| Total Expense Ratio | 0.75 | 0.04 | 2,143% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,429% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -0.683 | -9.155 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 39.4B | 2% |
| Annual Yield % from dividends | 0.83 | 0.49 | 169% |
| Returns for 1 year | 2.70 | 2.31 | 117% |
| Returns for 3 years | 16.13 | 15.50 | 104% |
| Returns for 5 years | 96.29 | 88.15 | 109% |
| Returns for 10 years | 97.18 | 57.14 | 170% |
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