BTSMX
Price
$26.87
Change
-$0.04 (-0.15%)
Updated
Sep 11 closing price
Net Assets
736.43M
FSMDX
Price
$42.40
Change
+$0.36 (+0.86%)
Updated
Sep 11 closing price
Net Assets
53.11B
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BTSMX vs FSMDX

BTSMX vs FSMDX Comparison Chart in %
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BTSMX vs. FSMDX commentary
Sep 13, 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 Buy.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.1B vs. BTSMX (736M). FSMDX (0.75) and BTSMX (0.72) 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 : 13.26 vs. BTSMX (5.30). FSMDX return over 5 years is better than : 40.31 vs. BTSMX (19.49).
BTSMXFSMDXBTSMX / FSMDX
Total Expense Ratio0.750.033,000%
Annual Report Gross Expense Ratio0.810.033,240%
Fund Existence15 years15 years-
Gain YTD8.50313.83761%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets736M53.1B1%
Annual Yield % from dividends0.720.7596%
Returns for 1 year5.3013.2640%
Returns for 3 years28.1556.1850%
Returns for 5 years19.4940.3148%
Returns for 10 years121.76167.0073%
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