BTSMX
Price
$26.56
Change
-$0.02 (-0.08%)
Updated
Jul 13 closing price
Net Assets
774.35M
FSMDX
Price
$42.36
Change
-$0.09 (-0.21%)
Updated
Jul 13 closing price
Net Assets
53.23B
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BTSMX vs FSMDX

BTSMX vs FSMDX Comparison Chart in %
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BTSMX vs. FSMDX commentary
Jul 14, 2026

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.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. BTSMX (774M). FSMDX (0.76) and BTSMX (0.75) have matching dividends . BTSMX was incepted earlier than FSMDX: BTSMX (15 years) vs FSMDX (15 years). BTSMX (0.81) is less costly to investors than FSMDX (0.03). BTSMX is a more actively managed with annual turnover of: 26.52 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 : 19.67 vs. BTSMX (7.51). FSMDX return over 5 years is better than : 45.89 vs. BTSMX (23.11).
BTSMXFSMDXBTSMX / FSMDX
Total Expense Ratio0.750.033,000%
Annual Report Gross Expense Ratio0.810.033,240%
Fund Existence15 years15 years-
Gain YTD8.13714.94754%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets774M53.2B1%
Annual Yield % from dividends0.750.7699%
Returns for 1 year7.5119.6738%
Returns for 3 years24.9652.5048%
Returns for 5 years23.1145.8950%
Returns for 10 years120.16165.7972%
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