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BTSMX vs FSMAX
BTSMX vs FSMAX Comparison
Open Charts BTSMX vs FSMAX
Boston Trust SMID Cap
Price$25.14
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets783.85M
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
BTSMX vs FSMAX Comparison Chart in %
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BTSMX vs. FSMAX commentary
Jul 05, 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: 39.2B vs. BTSMX (784M). BTSMX pays higher dividends than FSMAX: BTSMX (0.84) vs FSMAX (0.47). 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 : 18.61 vs. BTSMX (9.12). BTSMX (66.18) and FSMAX (64.88) 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 | 0.964 | 4.632 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 39.2B | 2% |
| Annual Yield % from dividends | 0.84 | 0.47 | 178% |
| Returns for 1 year | 9.12 | 18.61 | 49% |
| Returns for 3 years | 26.95 | 54.62 | 49% |
| Returns for 5 years | 66.18 | 64.88 | 102% |
| Returns for 10 years | 99.12 | 81.19 | 122% |