Interact to see
Advertisement
Advertisement
BTSMX vs FSMDX
BTSMX vs FSMDX Comparison
Open Charts BTSMX vs FSMDX
Boston Trust SMID Cap
Price$24.95
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets741.43M
Fidelity Mid Cap Index
Price$37.13
Change+$0.42 (+1.14%)
VolumeN/A
Net Assets45.37B
BTSMX vs FSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BTSMX vs. FSMDX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. BTSMX (741M). FSMDX pays higher dividends than BTSMX: FSMDX (1.25) vs BTSMX (0.83). 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 (15.00). 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 : 6.11 vs. BTSMX (-4.73). FSMDX return over 5 years is better than : 62.91 vs. BTSMX (47.89).
| 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 | -0.723 | 8.969 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 45.4B | 2% |
| Annual Yield % from dividends | 0.83 | 1.25 | 67% |
| Returns for 1 year | -4.73 | 6.11 | -77% |
| Returns for 3 years | 27.15 | 53.71 | 51% |
| Returns for 5 years | 47.89 | 62.91 | 76% |
| Returns for 10 years | 102.21 | 134.44 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers