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BTSMX vs FSMDX
BTSMX vs FSMDX Comparison
Open Charts BTSMX vs FSMDX
Boston Trust SMID Cap
Price$25.89
Change+$0.19 (+0.74%)
VolumeN/A
Net Assets844.03M
Fidelity Mid Cap Index
Price$35.49
Change+$0.41 (+1.17%)
VolumeN/A
Net Assets37.02B
BTSMX vs FSMDX Comparison Chart
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BTSMX vs. FSMDX commentary
Jan 31, 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 StrongBuy and FSMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. BTSMX (844M). 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 : 20.18 vs. BTSMX (13.61). FSMDX return over 5 years is better than : 60.07 vs. BTSMX (51.57).
| 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 | 3.213 | 3.879 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 37B | 2% |
| Annual Yield % from dividends | 0.65 | 1.28 | 51% |
| Returns for 1 year | 13.61 | 20.18 | 67% |
| Returns for 3 years | 15.30 | 23.42 | 65% |
| Returns for 5 years | 51.57 | 60.07 | 86% |
| Returns for 10 years | 114.14 | 122.46 | 93% |
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