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BTSMX vs FSMAX
BTSMX vs FSMAX Comparison
Open Charts BTSMX vs FSMAX
Boston Trust SMID Cap
Price$24.99
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets747.74M
Fidelity Extended Market Index
Price$101.36
Change-$0.06 (-0.06%)
VolumeN/A
Net Assets41.46B
BTSMX vs FSMAX Comparison Chart in %
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BTSMX vs. FSMAX commentary
Nov 14, 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 Buy and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. BTSMX (748M). BTSMX pays higher dividends than FSMAX: BTSMX (0.85) vs FSMAX (0.43). 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 : 6.78 vs. BTSMX (-5.95). FSMAX return over 5 years is better than : 44.78 vs. BTSMX (42.14).
| 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 | 0.361 | 11.598 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 41.5B | 2% |
| Annual Yield % from dividends | 0.85 | 0.43 | 198% |
| Returns for 1 year | -5.95 | 6.78 | -88% |
| Returns for 3 years | 17.29 | 53.30 | 32% |
| Returns for 5 years | 42.14 | 44.78 | 94% |
| Returns for 10 years | 108.71 | 108.36 | 100% |
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