BTMFX vs. FMCSX
Compare and contrast key facts about Boston Trust Midcap Fund (BTMFX) and Fidelity Mid-Cap Stock Fund (FMCSX).
BTMFX is managed by Boston Trust Walden. FMCSX is managed by Fidelity. It was launched on Mar 29, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTMFX or FMCSX.
Key characteristics
| BTMFX | FMCSX | |
|---|---|---|
| YTD Return | 3.13% | 4.39% |
| 1Y Return | 8.47% | 14.07% |
| 3Y Return (Ann) | 4.01% | 5.24% |
| 5Y Return (Ann) | 8.36% | 11.17% |
| 10Y Return (Ann) | 9.65% | 9.36% |
| Sharpe Ratio | 0.75 | 1.07 |
| Daily Std Dev | 12.59% | 14.31% |
| Max Drawdown | -50.57% | -62.17% |
| Current Drawdown | -4.67% | -3.97% |
Correlation
The correlation between BTMFX and FMCSX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BTMFX vs. FMCSX - Performance Comparison
In the year-to-date period, BTMFX achieves a 3.13% return, which is significantly lower than FMCSX's 4.39% return. Both investments have delivered pretty close results over the past 10 years, with BTMFX having a 9.65% annualized return and FMCSX not far behind at 9.36%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BTMFX vs. FMCSX - Expense Ratio Comparison
BTMFX has a 1.00% expense ratio, which is higher than FMCSX's 0.85% expense ratio.
Risk-Adjusted Performance
BTMFX vs. FMCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Midcap Fund (BTMFX) and Fidelity Mid-Cap Stock Fund (FMCSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BTMFX vs. FMCSX - Dividend Comparison
BTMFX's dividend yield for the trailing twelve months is around 0.93%, less than FMCSX's 2.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 0.93% | 0.96% | 4.71% | 4.91% | 1.19% | 3.71% | 5.96% | 6.61% | 7.03% | 6.60% | 4.96% | 2.67% |
FMCSX Fidelity Mid-Cap Stock Fund | 2.49% | 2.60% | 5.44% | 12.80% | 6.72% | 6.63% | 18.59% | 7.23% | 8.25% | 9.86% | 10.28% | 3.30% |
Drawdowns
BTMFX vs. FMCSX - Drawdown Comparison
The maximum BTMFX drawdown since its inception was -50.57%, smaller than the maximum FMCSX drawdown of -62.17%. Use the drawdown chart below to compare losses from any high point for BTMFX and FMCSX. For additional features, visit the drawdowns tool.
Volatility
BTMFX vs. FMCSX - Volatility Comparison
The current volatility for Boston Trust Midcap Fund (BTMFX) is 3.30%, while Fidelity Mid-Cap Stock Fund (FMCSX) has a volatility of 3.57%. This indicates that BTMFX experiences smaller price fluctuations and is considered to be less risky than FMCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.