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BTBFX vs FTSDX
BTBFX vs FTSDX Comparison
Open Charts BTBFX vs FTSDX
Boston Trust Asset Management
Price$63.77
Change+$0.37 (+0.58%)
VolumeN/A
Net Assets562.33M
Fidelity Advisor Strategic Div & Inc M
Price$17.59
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets5.21B
BTBFX vs FTSDX Comparison Chart in %
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BTBFX vs. FTSDX commentary
Jul 05, 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 BTBFX is a Buy and FTSDX is a Buy.
FUNDAMENTALS
Fundamentals
FTSDX has more cash in the bank: 5.21B vs. BTBFX (562M). FTSDX pays higher dividends than BTBFX: FTSDX (1.95) vs BTBFX (1.43). BTBFX was incepted earlier than FTSDX: BTBFX (30 years) vs FTSDX (22 years). FTSDX (1.17) is less costly to investors than BTBFX (0.80). FTSDX is a more actively managed with annual turnover of: 36.00 vs. BTBFX (7.52). FTSDX has a lower initial minimum investment than BTBFX: FTSDX (0) vs BTBFX (100000). FTSDX annual gain was more profitable for investors over the last year : 8.67 vs. BTBFX (3.30). FTSDX return over 5 years is better than : 34.81 vs. BTBFX (30.07).
| BTBFX | FTSDX | BTBFX / FTSDX | |
| Total Expense Ratio | 0.80 | 1.17 | 68% |
| Annual Report Gross Expense Ratio | 0.80 | 1.17 | 68% |
| Fund Existence | 30 years | 22 years | - |
| Gain YTD | 3.489 | 5.910 | 59% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 5.21B | 11% |
| Annual Yield % from dividends | 1.43 | 1.95 | 73% |
| Returns for 1 year | 3.30 | 8.67 | 38% |
| Returns for 3 years | 17.35 | 20.67 | 84% |
| Returns for 5 years | 30.07 | 34.81 | 86% |
| Returns for 10 years | 70.61 | 42.89 | 165% |
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