BTSMX
Price
$24.96
Change
-$0.07 (-0.28%)
Updated
Sep 29 closing price
Net Assets
751.9M
FSMAX
Price
$101.24
Change
+$0.23 (+0.23%)
Updated
Sep 29 closing price
Net Assets
41.05B
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BTSMX vs FSMAX

Header iconBTSMX vs FSMAX Comparison
Open Charts BTSMX vs FSMAXBanner chart's image
Boston Trust SMID Cap
Price$24.96
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets751.9M
Fidelity Extended Market Index
Price$101.24
Change+$0.23 (+0.23%)
VolumeN/A
Net Assets41.05B
BTSMX vs FSMAX Comparison Chart in %
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BTSMX vs. FSMAX commentary
Sep 30, 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 Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. BTSMX (752M). BTSMX pays higher dividends than FSMAX: BTSMX (0.82) vs FSMAX (0.44). BTSMX was incepted earlier than FSMAX: BTSMX (14 years) vs FSMAX (14 years). BTSMX (0.82) 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). FSMAX annual gain was more profitable for investors over the last year : 16.56 vs. BTSMX (-1.92). FSMAX (60.30) and BTSMX (58.11) have equivalent 5 years return.
BTSMXFSMAXBTSMX / FSMAX
Total Expense Ratio0.750.042,143%
Annual Report Gross Expense Ratio0.820.042,343%
Fund Existence14 years14 years-
Gain YTD0.52211.1475%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets752M41B2%
Annual Yield % from dividends0.820.44185%
Returns for 1 year-1.9216.56-12%
Returns for 3 years33.6471.3047%
Returns for 5 years58.1160.3096%
Returns for 10 years114.72111.48103%
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