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BTSMX vs FSMDX
BTSMX vs FSMDX Comparison
Open Charts BTSMX vs FSMDX
Boston Trust SMID Cap
Price$24.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets755.12M
BTSMX vs FSMDX Comparison Chart in %
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BTSMX vs. FSMDX commentary
Jun 21, 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: 40.4B vs. BTSMX (755M). FSMDX pays higher dividends than BTSMX: FSMDX (1.14) 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 (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 : 10.54 vs. BTSMX (3.98). FSMDX return over 5 years is better than : 71.02 vs. BTSMX (59.71).
| 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 | -3.213 | 1.925 | -167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 40.4B | 2% |
| Annual Yield % from dividends | 0.85 | 1.14 | 75% |
| Returns for 1 year | 3.98 | 10.54 | 38% |
| Returns for 3 years | 27.81 | 46.52 | 60% |
| Returns for 5 years | 59.71 | 71.02 | 84% |
| Returns for 10 years | 85.68 | 107.84 | 79% |
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