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BTSMX vs FSMDX
BTSMX vs FSMDX Comparison
Open Charts BTSMX vs FSMDX
Boston Trust SMID Cap
Price$25.13
Change+$0.20 (+0.80%)
VolumeN/A
Net Assets746.24M
Fidelity Mid Cap Index
Price$37.32
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets45.78B
BTSMX vs FSMDX Comparison Chart in %
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BTSMX vs. FSMDX commentary
Dec 04, 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 FSMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. BTSMX (746M). FSMDX pays higher dividends than BTSMX: FSMDX (1.24) vs BTSMX (0.83). BTSMX was incepted earlier than FSMDX: BTSMX (14 years) vs FSMDX (14 years). BTSMX (0.82) is less costly to investors than FSMDX (0.03). BTSMX is a more actively managed with annual turnover of: 31.51 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 : 1.54 vs. BTSMX (-7.87). FSMDX return over 5 years is better than : 48.70 vs. BTSMX (38.38).
| BTSMX | FSMDX | BTSMX / FSMDX | |
| Total Expense Ratio | 0.75 | 0.03 | 3,000% |
| Annual Report Gross Expense Ratio | 0.82 | 0.03 | 3,280% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 0.482 | 10.097 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 45.8B | 2% |
| Annual Yield % from dividends | 0.83 | 1.24 | 67% |
| Returns for 1 year | -7.87 | 1.54 | -512% |
| Returns for 3 years | 15.22 | 38.99 | 39% |
| Returns for 5 years | 38.38 | 48.70 | 79% |
| Returns for 10 years | 102.20 | 136.04 | 75% |
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