BTEFX
Price
$46.20
Change
+$0.20 (+0.43%)
Updated
Jul 25 closing price
Net Assets
251.52M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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BTEFX vs VTSMX

Header iconBTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMXBanner chart's image
Boston Trust Equity
Price$46.20
Change+$0.20 (+0.43%)
VolumeN/A
Net Assets251.52M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
BTEFX vs VTSMX Comparison Chart in %
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BTEFX vs. VTSMX commentary
Jul 27, 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 Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. BTEFX (252M). VTSMX pays higher dividends than BTEFX: VTSMX (1.12) vs BTEFX (0.72). BTEFX was incepted earlier than VTSMX: BTEFX (22 years) vs VTSMX (33 years). BTEFX (0.83) is less costly to investors than VTSMX (0.14). BTEFX is a more actively managed with annual turnover of: 3.22 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BTEFX: VTSMX (3000) vs BTEFX (100000). VTSMX annual gain was more profitable for investors over the last year : 17.23 vs. BTEFX (8.46). VTSMX return over 5 years is better than : 92.66 vs. BTEFX (66.67).
BTEFXVTSMXBTEFX / VTSMX
Total Expense Ratio0.830.14593%
Annual Report Gross Expense Ratio0.830.14593%
Fund Existence22 years33 years-
Gain YTD3.6747.81247%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets252M1.91T0%
Annual Yield % from dividends0.721.1264%
Returns for 1 year8.4617.2349%
Returns for 3 years34.8259.8958%
Returns for 5 years66.6792.6672%
Returns for 10 years138.94199.6470%
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