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BTSMX vs VIMSX
BTSMX vs VIMSX Comparison
Open Charts BTSMX vs VIMSX
Boston Trust SMID Cap
Price$24.07
Change+$0.33 (+1.39%)
VolumeN/A
Net Assets746.84M
Vanguard Mid Cap Index Investor
Price$71.66
Change+$0.62 (+0.87%)
VolumeN/A
Net Assets175.12B
BTSMX vs VIMSX Comparison Chart
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BTSMX vs. VIMSX commentary
May 09, 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 Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. BTSMX (747M). VIMSX pays higher dividends than BTSMX: VIMSX (1.48) vs BTSMX (0.88). 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 (16.00). 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 : 7.09 vs. BTSMX (0.20). VIMSX return over 5 years is better than : 71.68 vs. BTSMX (64.23).
| 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 | -4.659 | -1.372 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 175B | 0% |
| Annual Yield % from dividends | 0.88 | 1.48 | 60% |
| Returns for 1 year | 0.20 | 7.09 | 3% |
| Returns for 3 years | 15.12 | 26.15 | 58% |
| Returns for 5 years | 64.23 | 71.68 | 90% |
| Returns for 10 years | 87.90 | 104.77 | 84% |
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