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BTSMX vs VIMSX
BTSMX vs VIMSX Comparison
Open Charts BTSMX vs VIMSX
Boston Trust SMID Cap
Price$24.20
Change-$0.53 (-2.14%)
VolumeN/A
Net Assets813.23M
Vanguard Mid Cap Index Investor
Price$69.71
Change-$0.60 (-0.85%)
VolumeN/A
Net Assets181.84B
BTSMX vs VIMSX Comparison Chart
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BTSMX vs. VIMSX commentary
Mar 12, 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 BTSMX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. BTSMX (813M). VIMSX pays higher dividends than BTSMX: VIMSX (1.33) vs BTSMX (0.83). BTSMX was incepted earlier than VIMSX: BTSMX (13 years) vs VIMSX (27 years). BTSMX (0.85) is less costly to investors than VIMSX (0.17). BTSMX is a more actively managed with annual turnover of: 31.51 vs. VIMSX (13.00). VIMSX has a lower initial minimum investment than BTSMX: VIMSX (3000) vs BTSMX (1000000). VIMSX annual gain was more profitable for investors over the last year : 5.57 vs. BTSMX (2.70). VIMSX (98.73) and BTSMX (96.29) have equivalent 5 years return.
| BTSMX | VIMSX | BTSMX / VIMSX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -0.683 | -2.442 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 182B | 0% |
| Annual Yield % from dividends | 0.83 | 1.33 | 62% |
| Returns for 1 year | 2.70 | 5.57 | 48% |
| Returns for 3 years | 16.13 | 16.73 | 96% |
| Returns for 5 years | 96.29 | 98.73 | 98% |
| Returns for 10 years | 97.18 | 107.54 | 90% |