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BTSMX vs FSMAX
BTSMX vs FSMAX Comparison
Open Charts BTSMX vs FSMAX
Boston Trust SMID Cap
Price$25.89
Change+$0.19 (+0.74%)
VolumeN/A
Net Assets844.03M
Fidelity Extended Market Index
Price$96.04
Change+$1.04 (+1.09%)
VolumeN/A
Net Assets40.78B
BTSMX vs FSMAX Comparison Chart
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BTSMX vs. FSMAX commentary
Jan 31, 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 StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. BTSMX (844M). 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 : 25.28 vs. BTSMX (13.61). FSMAX return over 5 years is better than : 54.34 vs. BTSMX (51.57).
| 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 | 3.213 | 4.533 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 40.8B | 2% |
| Annual Yield % from dividends | 0.65 | 1.10 | 59% |
| Returns for 1 year | 13.61 | 25.28 | 54% |
| Returns for 3 years | 15.30 | 24.87 | 61% |
| Returns for 5 years | 51.57 | 54.34 | 95% |
| Returns for 10 years | 114.14 | 89.07 | 128% |
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