BTSMX
Price
$25.20
Change
+$0.07 (+0.28%)
Updated
Jun 2 closing price
Net Assets
725.13M
FSMAX
Price
$115.66
Change
+$1.23 (+1.07%)
Updated
Jun 2 closing price
Net Assets
42.73B
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BTSMX vs FSMAX

Header iconBTSMX vs FSMAX Comparison
Open Charts BTSMX vs FSMAXBanner chart's image
BTSMX vs FSMAX Comparison Chart in %
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VS
BTSMX vs. FSMAX commentary
Jun 03, 2026

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.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. BTSMX (725M). BTSMX pays higher dividends than FSMAX: BTSMX (0.79) vs FSMAX (0.50). BTSMX was incepted earlier than FSMAX: BTSMX (15 years) vs FSMAX (15 years). BTSMX (0.81) is less costly to investors than FSMAX (0.04). BTSMX is a more actively managed with annual turnover of: 26.52 vs. FSMAX (23.00). 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 : 30.51 vs. BTSMX (4.67). FSMAX return over 5 years is better than : 37.00 vs. BTSMX (17.07).
BTSMXFSMAXBTSMX / FSMAX
Total Expense Ratio0.750.042,143%
Annual Report Gross Expense Ratio0.810.042,314%
Fund Existence15 years15 years-
Gain YTD2.23813.66816%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets725M42.7B2%
Annual Yield % from dividends0.790.50156%
Returns for 1 year4.6730.5115%
Returns for 3 years24.8571.5335%
Returns for 5 years17.0737.0046%
Returns for 10 years112.39141.3680%
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