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BTSMX vs FSMAX
BTSMX vs FSMAX Comparison
Open Charts BTSMX vs FSMAX
Boston Trust SMID Cap
Price$24.72
Change+$0.16 (+0.65%)
VolumeN/A
Net Assets741.43M
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
BTSMX vs FSMAX Comparison Chart in %
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BTSMX vs. FSMAX commentary
Oct 19, 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: 41.4B vs. BTSMX (741M). BTSMX pays higher dividends than FSMAX: BTSMX (0.83) 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 : 12.72 vs. BTSMX (-4.62). FSMAX (48.84) and BTSMX (46.79) 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 | -0.723 | 10.860 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 41.4B | 2% |
| Annual Yield % from dividends | 0.83 | 0.44 | 191% |
| Returns for 1 year | -4.62 | 12.72 | -36% |
| Returns for 3 years | 25.32 | 63.57 | 40% |
| Returns for 5 years | 46.79 | 48.84 | 96% |
| Returns for 10 years | 104.07 | 103.74 | 100% |
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