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BTSMX vs FSMDX
BTSMX vs FSMDX Comparison
Open Charts BTSMX vs FSMDX
Boston Trust SMID Cap
Price$25.65
Change+$0.15 (+0.59%)
VolumeN/A
Net Assets761.48M
Fidelity Mid Cap Index
Price$38.55
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets45.79B
BTSMX vs FSMDX Comparison Chart in %
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BTSMX vs. FSMDX commentary
Jan 15, 2026
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 Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. BTSMX (761M). FSMDX pays higher dividends than BTSMX: FSMDX (1.10) vs BTSMX (0.81). 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 : 14.17 vs. BTSMX (3.71). FSMDX return over 5 years is better than : 47.23 vs. BTSMX (34.27).
| 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 | 4.353 | 4.197 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 761M | 45.8B | 2% |
| Annual Yield % from dividends | 0.81 | 1.10 | 73% |
| Returns for 1 year | 3.71 | 14.17 | 26% |
| Returns for 3 years | 22.04 | 45.82 | 48% |
| Returns for 5 years | 34.27 | 47.23 | 73% |
| Returns for 10 years | 154.91 | 188.12 | 82% |
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