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BTSMX vs FSMDX
BTSMX vs FSMDX Comparison
Open Charts BTSMX vs FSMDX
Boston Trust SMID Cap
Price$25.19
Change+$0.20 (+0.80%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$34.38
Change+$0.28 (+0.82%)
VolumeN/A
CapitalizationN/A
BTSMX vs FSMDX Comparison Chart
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BTSMX vs. FSMDX commentary
Dec 25, 2024
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 FSMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. BTSMX (827M). FSMDX pays higher dividends than BTSMX: FSMDX (1.28) vs BTSMX (0.65). BTSMX was incepted earlier than FSMDX: BTSMX (13 years) vs FSMDX (13 years). BTSMX is a more actively managed with annual turnover of: 31.10 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than BTSMX: FSMDX (0) vs BTSMX (1000000). FSMDX annual gain was more profitable for investors over the last year : 15.53 vs. BTSMX (9.03). FSMDX return over 5 years is better than : 54.47 vs. BTSMX (45.32).
| BTSMX | FSMDX | BTSMX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 9.174 | 15.185 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 39.6B | 2% |
| Annual Yield % from dividends | 0.65 | 1.28 | 51% |
| Returns for 1 year | 9.03 | 15.53 | 58% |
| Returns for 3 years | 7.27 | 12.50 | 58% |
| Returns for 5 years | 45.32 | 54.47 | 83% |
| Returns for 10 years | 102.41 | 112.69 | 91% |