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BTSMX vs VIMSX
BTSMX vs VIMSX Comparison
Open Charts BTSMX vs VIMSX
Boston Trust SMID Cap
Price$25.39
Change+$0.28 (+1.12%)
VolumeN/A
Net Assets776.91M
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
BTSMX vs VIMSX Comparison Chart in %
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BTSMX vs. VIMSX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BTSMX (777M). VIMSX pays higher dividends than BTSMX: VIMSX (1.35) vs BTSMX (0.82). BTSMX was incepted earlier than VIMSX: BTSMX (14 years) vs VIMSX (27 years). BTSMX (0.82) 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 : 15.02 vs. BTSMX (4.36). VIMSX return over 5 years is better than : 64.92 vs. BTSMX (58.02).
| BTSMX | VIMSX | BTSMX / VIMSX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 2.048 | 9.679 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 199B | 0% |
| Annual Yield % from dividends | 0.82 | 1.35 | 61% |
| Returns for 1 year | 4.36 | 15.02 | 29% |
| Returns for 3 years | 26.51 | 41.01 | 65% |
| Returns for 5 years | 58.02 | 64.92 | 89% |
| Returns for 10 years | 112.22 | 140.93 | 80% |
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