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BTSMX vs FSMAX
BTSMX vs FSMAX Comparison
Open Charts BTSMX vs FSMAX
Boston Trust SMID Cap
Price$24.12
Change-$0.40 (-1.63%)
VolumeN/A
Net Assets756.13M
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
BTSMX vs FSMAX Comparison Chart
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BTSMX vs. FSMAX commentary
Jun 15, 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: 37.6B vs. BTSMX (756M). BTSMX pays higher dividends than FSMAX: BTSMX (0.85) vs FSMAX (0.50). 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 : 11.48 vs. BTSMX (4.02). BTSMX (62.22) and FSMAX (60.48) have equivalent 5 years return.
| BTSMX | FSMAX | BTSMX / FSMAX | |
| Total Expense Ratio | 0.75 | 0.04 | 2,143% |
| Annual Report Gross Expense Ratio | 0.82 | 0.04 | 2,343% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -3.133 | -2.080 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 756M | 37.6B | 2% |
| Annual Yield % from dividends | 0.85 | 0.50 | 171% |
| Returns for 1 year | 4.02 | 11.48 | 35% |
| Returns for 3 years | 24.69 | 47.57 | 52% |
| Returns for 5 years | 62.22 | 60.48 | 103% |
| Returns for 10 years | 86.91 | 66.64 | 130% |
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