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BTSMX vs FSMAX
BTSMX vs FSMAX Comparison
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BTSMX vs FSMAX Comparison Chart in %
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BTSMX vs. FSMAX commentary
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. BTSMX (793M). BTSMX pays higher dividends than FSMAX: BTSMX (0.73) 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 : 23.68 vs. BTSMX (12.89). FSMAX return over 5 years is better than : 40.14 vs. BTSMX (26.36).
| BTSMX | FSMAX | BTSMX / FSMAX | |
| Total Expense Ratio | 0.75 | 0.04 | 2,143% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,314% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 13.954 | 16.937 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 793M | 40.1B | 2% |
| Annual Yield % from dividends | 0.73 | 0.50 | 145% |
| Returns for 1 year | 12.89 | 23.68 | 54% |
| Returns for 3 years | 35.09 | 72.74 | 48% |
| Returns for 5 years | 26.36 | 40.14 | 66% |
| Returns for 10 years | 125.26 | 134.49 | 93% |
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