BTEFX
Price
$41.66
Change
-$1.59 (-3.68%)
Updated
Apr 3 closing price
Net Assets
238.83M
VSMPX
Price
$241.06
Change
-$12.89 (-5.08%)
Updated
Apr 3 closing price
Net Assets
1.81T
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BTEFX vs VSMPX

Header iconBTEFX vs VSMPX Comparison
Open Charts BTEFX vs VSMPXBanner chart's image
Boston Trust Equity
Price$41.66
Change-$1.59 (-3.68%)
VolumeN/A
Net Assets238.83M
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
BTEFX vs VSMPX Comparison Chart
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VS
BTEFX vs. VSMPX commentary
Apr 04, 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 BTEFX is a StrongBuy and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. BTEFX (239M). VSMPX pays higher dividends than BTEFX: VSMPX (1.37) vs BTEFX (0.75). BTEFX was incepted earlier than VSMPX: BTEFX (22 years) vs VSMPX (10 years). BTEFX (0.85) is less costly to investors than VSMPX (0.02). BTEFX is a more actively managed with annual turnover of: 3.22 vs. VSMPX (2.00). BTEFX has a lower initial minimum investment than VSMPX: BTEFX (100000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 8.06 vs. BTEFX (3.52). VSMPX return over 5 years is better than : 126.31 vs. BTEFX (96.17).
BTEFXVSMPXBTEFX / VSMPX
Total Expense Ratio0.850.024,250%
Annual Report Gross Expense Ratio0.850.024,250%
Fund Existence22 years10 years-
Gain YTD-2.524-3.98763%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets239M1.81T0%
Annual Yield % from dividends0.751.3755%
Returns for 1 year3.528.0644%
Returns for 3 years10.8921.0552%
Returns for 5 years96.17126.3176%
Returns for 10 years126.28N/A-
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