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BTSMX vs FSMDX
BTSMX vs FSMDX Comparison
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BTSMX vs FSMDX Comparison Chart in %
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BTSMX vs. FSMDX commentary
Aug 23, 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.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. BTSMX (793M). FSMDX (0.76) and BTSMX (0.73) 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 : 21.53 vs. BTSMX (12.89). FSMDX return over 5 years is better than : 47.15 vs. BTSMX (26.36).
| BTSMX | FSMDX | BTSMX / FSMDX | |
| Total Expense Ratio | 0.75 | 0.03 | 3,000% |
| Annual Report Gross Expense Ratio | 0.81 | 0.03 | 3,240% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 13.954 | 17.736 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 793M | 52.1B | 2% |
| Annual Yield % from dividends | 0.73 | 0.76 | 96% |
| Returns for 1 year | 12.89 | 21.53 | 60% |
| Returns for 3 years | 35.09 | 63.59 | 55% |
| Returns for 5 years | 26.36 | 47.15 | 56% |
| Returns for 10 years | 125.26 | 166.80 | 75% |
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