BTSMX
Price
$25.64
Change
+$0.06 (+0.23%)
Updated
Jun 22 closing price
Net Assets
755.8M
FSMAX
Price
$116.20
Change
-$0.13 (-0.11%)
Updated
Jun 22 closing price
Net Assets
42.73B
Interact to see
Advertisement

BTSMX vs FSMAX

BTSMX vs FSMAX Comparison Chart in %
View a ticker or compare two or three
VS
BTSMX vs. FSMAX commentary
Jun 24, 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 Hold and FSMAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. BTSMX (756M). 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 : 29.23 vs. BTSMX (6.99). FSMAX return over 5 years is better than : 33.65 vs. BTSMX (19.81).
BTSMXFSMAXBTSMX / FSMAX
Total Expense Ratio0.750.042,143%
Annual Report Gross Expense Ratio0.810.042,314%
Fund Existence15 years15 years-
Gain YTD4.06815.42726%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets756M42.7B2%
Annual Yield % from dividends0.790.50156%
Returns for 1 year6.9929.2324%
Returns for 3 years27.0873.8337%
Returns for 5 years19.8133.6559%
Returns for 10 years123.00153.4780%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYHCX93.03N/A
N/A
Rydex Health Care C
GROYX71.53N/A
N/A
Victory Pioneer Select Mid Cap Growth Y
HSCYX37.36N/A
N/A
Hartford Small Company Y
VADFX81.30N/A
N/A
Invesco Equally-Wtd S&P 500 R6
TDFIX10.33N/A
N/A
Transamerica Sustainable Equity Inc I