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BTSMX vs FSMAX
BTSMX vs FSMAX Comparison
Open Charts BTSMX vs FSMAX
Boston Trust SMID Cap
Price$24.07
Change+$0.33 (+1.39%)
VolumeN/A
Net Assets746.84M
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
BTSMX vs FSMAX Comparison Chart
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BTSMX vs. FSMAX commentary
May 09, 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 Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. BTSMX (747M). BTSMX pays higher dividends than FSMAX: BTSMX (0.88) vs FSMAX (0.54). 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). FSMAX annual gain was more profitable for investors over the last year : 3.90 vs. BTSMX (0.20). BTSMX return over 5 years is better than : 64.23 vs. FSMAX (60.52).
| 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 | -4.659 | -7.989 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 36B | 2% |
| Annual Yield % from dividends | 0.88 | 0.54 | 164% |
| Returns for 1 year | 0.20 | 3.90 | 5% |
| Returns for 3 years | 15.12 | 32.38 | 47% |
| Returns for 5 years | 64.23 | 60.52 | 106% |
| Returns for 10 years | 87.90 | 59.20 | 148% |
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