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BTSMX vs FSMDX
BTSMX vs FSMDX Comparison
Open Charts BTSMX vs FSMDX
Boston Trust SMID Cap
Price$26.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$36.40
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BTSMX vs FSMDX Comparison Chart
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BTSMX vs. FSMDX commentary
Nov 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. BTSMX (863M). 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 : 32.77 vs. BTSMX (24.71). FSMDX return over 5 years is better than : 64.70 vs. BTSMX (52.56).
| 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 | 14.348 | 21.582 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 36.3B | 2% |
| Annual Yield % from dividends | 0.65 | 1.28 | 51% |
| Returns for 1 year | 24.71 | 32.77 | 75% |
| Returns for 3 years | 9.91 | 14.74 | 67% |
| Returns for 5 years | 52.56 | 64.70 | 81% |
| Returns for 10 years | 102.76 | 124.19 | 83% |
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