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BTSMX vs FSMDX
BTSMX vs FSMDX Comparison
Open Charts BTSMX vs FSMDX
Boston Trust SMID Cap
Price$24.72
Change+$0.16 (+0.65%)
VolumeN/A
Net Assets741.43M
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
BTSMX vs FSMDX Comparison Chart in %
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BTSMX vs. FSMDX 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 FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. BTSMX (741M). FSMDX pays higher dividends than BTSMX: FSMDX (1.25) 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 : 6.48 vs. BTSMX (-4.62). FSMDX return over 5 years is better than : 60.77 vs. BTSMX (46.79).
| 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 | -0.723 | 8.969 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 45.4B | 2% |
| Annual Yield % from dividends | 0.83 | 1.25 | 67% |
| Returns for 1 year | -4.62 | 6.48 | -71% |
| Returns for 3 years | 25.32 | 52.66 | 48% |
| Returns for 5 years | 46.79 | 60.77 | 77% |
| Returns for 10 years | 104.07 | 135.66 | 77% |
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