BTSMX vs. FXAIX
Compare and contrast key facts about Boston Trust SMID Cap Fund (BTSMX) and Fidelity 500 Index Fund (FXAIX).
BTSMX is managed by Boston Trust Walden Funds. It was launched on Nov 30, 2011. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTSMX or FXAIX.
Correlation
The correlation between BTSMX and FXAIX is 0.85, 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
BTSMX vs. FXAIX - Performance Comparison
Key characteristics
BTSMX:
0.83
FXAIX:
1.97
BTSMX:
1.28
FXAIX:
2.64
BTSMX:
1.15
FXAIX:
1.36
BTSMX:
1.07
FXAIX:
2.98
BTSMX:
2.48
FXAIX:
12.34
BTSMX:
4.54%
FXAIX:
2.04%
BTSMX:
13.46%
FXAIX:
12.79%
BTSMX:
-38.04%
FXAIX:
-33.79%
BTSMX:
-7.69%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, BTSMX achieves a 1.45% return, which is significantly lower than FXAIX's 4.11% return. Over the past 10 years, BTSMX has outperformed FXAIX with an annualized return of 21.14%, while FXAIX has yielded a comparatively lower 13.13% annualized return.
BTSMX
1.45%
0.48%
4.00%
8.15%
7.52%
21.14%
FXAIX
4.11%
2.86%
10.80%
23.21%
14.39%
13.13%
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BTSMX vs. FXAIX - Expense Ratio Comparison
BTSMX has a 0.75% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
BTSMX vs. FXAIX — Risk-Adjusted Performance Rank
BTSMX
FXAIX
BTSMX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust SMID Cap Fund (BTSMX) and Fidelity 500 Index Fund (FXAIX). 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
BTSMX vs. FXAIX - Dividend Comparison
BTSMX's dividend yield for the trailing twelve months is around 0.84%, less than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTSMX Boston Trust SMID Cap Fund | 0.84% | 0.85% | 0.71% | 1.01% | 0.76% | 0.64% | 98.22% | 0.78% | 0.47% | 1.13% | 0.33% | 0.04% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
BTSMX vs. FXAIX - Drawdown Comparison
The maximum BTSMX drawdown since its inception was -38.04%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BTSMX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
BTSMX vs. FXAIX - Volatility Comparison
Boston Trust SMID Cap Fund (BTSMX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 3.24% and 3.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.