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BTSMX vs FSMDX
BTSMX vs FSMDX Comparison
Open Charts BTSMX vs FSMDX
Boston Trust SMID Cap
Price$25.49
Change-$0.21 (-0.82%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
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BTSMX vs FSMDX Comparison Chart
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BTSMX vs. FSMDX commentary
Sep 21, 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: 35.8B vs. BTSMX (828M). 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 : 27.48 vs. BTSMX (23.64). FSMDX return over 5 years is better than : 57.97 vs. BTSMX (51.55).
| 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 | 10.490 | 13.332 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 35.8B | 2% |
| Annual Yield % from dividends | 0.65 | 1.28 | 51% |
| Returns for 1 year | 23.64 | 27.48 | 86% |
| Returns for 3 years | 15.19 | 13.12 | 116% |
| Returns for 5 years | 51.55 | 57.97 | 89% |
| Returns for 10 years | 108.71 | 119.83 | 91% |
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