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BTSMX vs FSMAX
BTSMX vs FSMAX Comparison
Open Charts BTSMX vs FSMAX
Boston Trust SMID Cap
Price$25.19
Change+$0.20 (+0.80%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$92.72
Change+$0.89 (+0.97%)
VolumeN/A
CapitalizationN/A
BTSMX vs FSMAX Comparison Chart
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BTSMX vs. FSMAX commentary
Dec 25, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. BTSMX (827M). 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 : 18.15 vs. BTSMX (9.03). FSMAX return over 5 years is better than : 48.03 vs. BTSMX (45.32).
| 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 | 9.174 | 18.210 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 44.5B | 2% |
| Annual Yield % from dividends | 0.65 | 1.10 | 59% |
| Returns for 1 year | 9.03 | 18.15 | 50% |
| Returns for 3 years | 7.27 | 8.44 | 86% |
| Returns for 5 years | 45.32 | 48.03 | 94% |
| Returns for 10 years | 102.41 | 79.31 | 129% |