Interact to see
Advertisement
Advertisement
BTSMX vs FSMDX
BTSMX vs FSMDX Comparison
Open Charts BTSMX vs FSMDX
Boston Trust SMID Cap
Price$24.21
Change-$0.07 (-0.29%)
VolumeN/A
Net Assets724.55M
Fidelity Mid Cap Index
Price$35.91
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets45.03B
BTSMX vs FSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BTSMX vs. FSMDX commentary
Nov 20, 2025
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 FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. BTSMX (725M). FSMDX pays higher dividends than BTSMX: FSMDX (1.26) vs BTSMX (0.85). BTSMX was incepted earlier than FSMDX: BTSMX (14 years) vs FSMDX (14 years). BTSMX (0.82) is less costly to investors than FSMDX (0.03). BTSMX is a more actively managed with annual turnover of: 31.51 vs. FSMDX (15.00). 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 : 1.88 vs. BTSMX (-6.31). FSMDX return over 5 years is better than : 48.61 vs. BTSMX (37.13).
| BTSMX | FSMDX | BTSMX / FSMDX | |
| Total Expense Ratio | 0.75 | 0.03 | 3,000% |
| Annual Report Gross Expense Ratio | 0.82 | 0.03 | 3,280% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -2.490 | 6.595 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 45B | 2% |
| Annual Yield % from dividends | 0.85 | 1.26 | 68% |
| Returns for 1 year | -6.31 | 1.88 | -335% |
| Returns for 3 years | 14.54 | 38.96 | 37% |
| Returns for 5 years | 37.13 | 48.61 | 76% |
| Returns for 10 years | 96.22 | 129.06 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement