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BTSMX vs FSMAX
BTSMX vs FSMAX Comparison
Open Charts BTSMX vs FSMAX
Boston Trust SMID Cap
Price$25.43
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets776.91M
Fidelity Extended Market Index
Price$100.48
Change+$0.46 (+0.46%)
VolumeN/A
Net Assets41.05B
BTSMX vs FSMAX Comparison Chart in %
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BTSMX vs. FSMAX commentary
Sep 09, 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 BTSMX is a StrongBuy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. BTSMX (777M). BTSMX pays higher dividends than FSMAX: BTSMX (0.82) vs FSMAX (0.44). BTSMX was incepted earlier than FSMAX: BTSMX (14 years) vs FSMAX (14 years). BTSMX (0.82) is less costly to investors than FSMAX (0.04). BTSMX is a more actively managed with annual turnover of: 31.51 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than BTSMX: FSMAX (0) vs BTSMX (1000000). FSMAX annual gain was more profitable for investors over the last year : 23.59 vs. BTSMX (5.39). FSMAX (61.51) and BTSMX (59.38) have equivalent 5 years return.
| BTSMX | FSMAX | BTSMX / FSMAX | |
| Total Expense Ratio | 0.75 | 0.04 | 2,143% |
| Annual Report Gross Expense Ratio | 0.82 | 0.04 | 2,343% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 2.129 | 10.057 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 41B | 2% |
| Annual Yield % from dividends | 0.82 | 0.44 | 185% |
| Returns for 1 year | 5.39 | 23.59 | 23% |
| Returns for 3 years | 21.13 | 48.36 | 44% |
| Returns for 5 years | 59.38 | 61.51 | 97% |
| Returns for 10 years | 113.38 | 102.49 | 111% |
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