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BTSMX vs FSMDX
BTSMX vs FSMDX Comparison
Open Charts BTSMX vs FSMDX
Boston Trust SMID Cap
Price$24.20
Change-$0.53 (-2.14%)
VolumeN/A
Net Assets813.23M
Fidelity Mid Cap Index
Price$32.15
Change-$0.25 (-0.77%)
VolumeN/A
Net Assets38.34B
BTSMX vs FSMDX Comparison Chart
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BTSMX vs. FSMDX commentary
Mar 12, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.3B vs. BTSMX (813M). FSMDX pays higher dividends than BTSMX: FSMDX (1.14) vs BTSMX (0.83). 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 : 3.76 vs. BTSMX (2.70). FSMDX return over 5 years is better than : 101.24 vs. BTSMX (96.29).
| 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 | -0.683 | -4.057 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 38.3B | 2% |
| Annual Yield % from dividends | 0.83 | 1.14 | 73% |
| Returns for 1 year | 2.70 | 3.76 | 72% |
| Returns for 3 years | 16.13 | 19.95 | 81% |
| Returns for 5 years | 96.29 | 101.24 | 95% |
| Returns for 10 years | 97.18 | 99.49 | 98% |
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