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BTSMX vs FSMAX
BTSMX vs FSMAX Comparison
Open Charts BTSMX vs FSMAX
Boston Trust SMID Cap
Price$25.49
Change-$0.21 (-0.82%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
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BTSMX vs FSMAX Comparison Chart
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BTSMX vs. FSMAX commentary
Sep 21, 2024
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 Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. BTSMX (828M). FSMAX pays higher dividends than BTSMX: FSMAX (1.10) vs BTSMX (0.65). BTSMX was incepted earlier than FSMAX: BTSMX (13 years) vs FSMAX (13 years). BTSMX is a more actively managed with annual turnover of: 31.10 vs. FSMAX (18.00). FSMAX has a lower initial minimum investment than BTSMX: FSMAX (0) vs BTSMX (1000000). FSMAX annual gain was more profitable for investors over the last year : 28.78 vs. BTSMX (23.64). BTSMX return over 5 years is better than : 51.55 vs. FSMAX (45.86).
| BTSMX | FSMAX | BTSMX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 10.490 | 11.184 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 41.9B | 2% |
| Annual Yield % from dividends | 0.65 | 1.10 | 59% |
| Returns for 1 year | 23.64 | 28.78 | 82% |
| Returns for 3 years | 15.19 | 1.47 | 1,036% |
| Returns for 5 years | 51.55 | 45.86 | 112% |
| Returns for 10 years | 108.71 | 76.52 | 142% |
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