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.
Performance
BTMFX vs. FMCSX - Performance Comparison
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BTMFX vs. FMCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | -3.57% | 4.29% | 10.27% | 13.06% | -10.91% | 24.77% | 9.72% | 33.00% | -3.36% | 20.01% |
FMCSX Fidelity Mid-Cap Stock Fund | 1.46% | 11.80% | 14.55% | 11.02% | -6.40% | 28.64% | 11.43% | 25.39% | -6.67% | 18.03% |
Returns By Period
In the year-to-date period, BTMFX achieves a -3.57% return, which is significantly lower than FMCSX's 1.46% return. Over the past 10 years, BTMFX has underperformed FMCSX with an annualized return of 9.66%, while FMCSX has yielded a comparatively higher 11.64% annualized return.
BTMFX
- 1D
- -0.09%
- 1M
- -7.33%
- YTD
- -3.57%
- 6M
- -3.90%
- 1Y
- 1.77%
- 3Y*
- 6.45%
- 5Y*
- 5.48%
- 10Y*
- 9.66%
FMCSX
- 1D
- -1.38%
- 1M
- -7.66%
- YTD
- 1.46%
- 6M
- 4.65%
- 1Y
- 20.42%
- 3Y*
- 12.52%
- 5Y*
- 8.62%
- 10Y*
- 11.64%
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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.
Return for Risk
BTMFX vs. FMCSX — Risk / Return Rank
BTMFX
FMCSX
BTMFX vs. FMCSX - Risk-Adjusted Trends 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.
| BTMFX | FMCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 1.05 | -0.89 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.55 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.22 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 1.40 | -1.30 |
Martin ratioReturn relative to average drawdown | 0.41 | 6.36 | -5.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BTMFX | FMCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 1.05 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.49 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.63 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.56 | -0.09 |
Correlation
The correlation between BTMFX and FMCSX is 0.91, 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.
Dividends
BTMFX vs. FMCSX - Dividend Comparison
BTMFX's dividend yield for the trailing twelve months is around 11.26%, more than FMCSX's 1.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 11.26% | 10.86% | 4.23% | 4.41% | 4.71% | 4.91% | 1.98% | 6.95% | 5.96% | 6.61% | 7.03% | 6.60% |
FMCSX Fidelity Mid-Cap Stock Fund | 1.81% | 1.83% | 8.94% | 2.60% | 5.44% | 12.80% | 6.72% | 6.63% | 18.48% | 6.66% | 8.25% | 14.18% |
Drawdowns
BTMFX vs. FMCSX - Drawdown Comparison
The maximum BTMFX drawdown since its inception was -49.26%, smaller than the maximum FMCSX drawdown of -62.19%. Use the drawdown chart below to compare losses from any high point for BTMFX and FMCSX.
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Drawdown Indicators
| BTMFX | FMCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.26% | -62.19% | +12.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -13.27% | +1.46% |
Max Drawdown (5Y)Largest decline over 5 years | -20.79% | -22.33% | +1.54% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -40.55% | +3.41% |
Current DrawdownCurrent decline from peak | -7.79% | -8.55% | +0.76% |
Average DrawdownAverage peak-to-trough decline | -6.18% | -9.40% | +3.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.93% | -0.01% |
Volatility
BTMFX vs. FMCSX - Volatility Comparison
The current volatility for Boston Trust Midcap Fund (BTMFX) is 3.22%, while Fidelity Mid-Cap Stock Fund (FMCSX) has a volatility of 6.50%. 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.
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Volatility by Period
| BTMFX | FMCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 6.50% | -3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 8.27% | 11.90% | -3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.27% | 19.89% | -3.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.75% | 17.59% | -1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 18.50% | -1.06% |