Ad is loading...
BTSMX vs FSMDX
BTSMX vs FSMDX Comparison
Open Charts BTSMX vs FSMDX
Boston Trust SMID Cap
Price$24.07
Change+$0.33 (+1.39%)
VolumeN/A
Net Assets746.84M
Fidelity Mid Cap Index
Price$33.25
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets37.69B
BTSMX vs FSMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BTSMX vs. FSMDX commentary
May 09, 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 Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. BTSMX (747M). FSMDX pays higher dividends than BTSMX: FSMDX (1.21) vs BTSMX (0.88). BTSMX was incepted earlier than FSMDX: BTSMX (13 years) vs FSMDX (14 years). BTSMX (0.85) is less costly to investors than FSMDX (0.03). BTSMX is a more actively managed with annual turnover of: 31.51 vs. FSMDX (8.00). 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 : 5.24 vs. BTSMX (0.20). FSMDX return over 5 years is better than : 75.46 vs. BTSMX (64.23).
| BTSMX | FSMDX | BTSMX / FSMDX | |
| Total Expense Ratio | 0.75 | 0.03 | 3,000% |
| Annual Report Gross Expense Ratio | 0.85 | 0.03 | 3,400% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -4.659 | -2.843 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 37.7B | 2% |
| Annual Yield % from dividends | 0.88 | 1.21 | 73% |
| Returns for 1 year | 0.20 | 5.24 | 4% |
| Returns for 3 years | 15.12 | 29.17 | 52% |
| Returns for 5 years | 64.23 | 75.46 | 85% |
| Returns for 10 years | 87.90 | 98.68 | 89% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers