BTSMX
Price
$26.56
Change
-$0.02 (-0.08%)
Updated
Jul 13 closing price
Net Assets
774.35M
FSMAX
Price
$115.61
Change
-$1.08 (-0.93%)
Updated
Jul 13 closing price
Net Assets
43.48B
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BTSMX vs FSMAX

BTSMX vs FSMAX Comparison Chart in %
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VS
BTSMX vs. FSMAX commentary
Jul 14, 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: 43.5B vs. BTSMX (774M). BTSMX pays higher dividends than FSMAX: BTSMX (0.75) vs FSMAX (0.48). 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 : 24.38 vs. BTSMX (7.51). FSMAX return over 5 years is better than : 39.12 vs. BTSMX (23.11).
BTSMXFSMAXBTSMX / FSMAX
Total Expense Ratio0.750.042,143%
Annual Report Gross Expense Ratio0.810.042,314%
Fund Existence15 years15 years-
Gain YTD8.13715.91351%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets774M43.5B2%
Annual Yield % from dividends0.750.48155%
Returns for 1 year7.5124.3831%
Returns for 3 years24.9663.2839%
Returns for 5 years23.1139.1259%
Returns for 10 years120.16139.2086%
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