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BTSMX vs FSMAX
BTSMX vs FSMAX Comparison
Open Charts BTSMX vs FSMAX
Boston Trust SMID Cap
Price$27.16
Change+$0.33 (+1.23%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$97.47
Change+$1.63 (+1.70%)
VolumeN/A
CapitalizationN/A
BTSMX vs FSMAX Comparison Chart
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BTSMX vs. FSMAX commentary
Nov 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. BTSMX (877M). 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 : 38.09 vs. BTSMX (24.71). FSMAX return over 5 years is better than : 56.62 vs. BTSMX (52.56).
| 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 | 14.348 | 22.777 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 877M | 40B | 2% |
| Annual Yield % from dividends | 0.65 | 1.10 | 59% |
| Returns for 1 year | 24.71 | 38.09 | 65% |
| Returns for 3 years | 9.91 | 7.70 | 129% |
| Returns for 5 years | 52.56 | 56.62 | 93% |
| Returns for 10 years | 102.76 | 85.67 | 120% |
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