BTSMX
Price
$25.64
Change
+$0.06 (+0.23%)
Updated
Jun 22 closing price
Net Assets
755.8M
FSMDX
Price
$42.11
Change
+$0.22 (+0.53%)
Updated
Jun 22 closing price
Net Assets
51.53B
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BTSMX vs FSMDX

BTSMX vs FSMDX Comparison Chart in %
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BTSMX vs. FSMDX commentary
Jun 24, 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 Hold and FSMDX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. BTSMX (756M). FSMDX pays higher dividends than BTSMX: FSMDX (0.99) vs BTSMX (0.79). 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 : 22.95 vs. BTSMX (6.99). FSMDX return over 5 years is better than : 43.87 vs. BTSMX (19.81).
BTSMXFSMDXBTSMX / FSMDX
Total Expense Ratio0.750.033,000%
Annual Report Gross Expense Ratio0.810.033,240%
Fund Existence15 years15 years-
Gain YTD4.06813.43130%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets756M51.5B1%
Annual Yield % from dividends0.790.9980%
Returns for 1 year6.9922.9530%
Returns for 3 years27.0859.8745%
Returns for 5 years19.8143.8745%
Returns for 10 years123.00178.2069%
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