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BTSMX vs VIMSX
BTSMX vs VIMSX Comparison
Open Charts BTSMX vs VIMSX
Boston Trust SMID Cap
Price$24.12
Change-$0.40 (-1.63%)
VolumeN/A
Net Assets756.13M
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
BTSMX vs VIMSX Comparison Chart
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BTSMX vs. VIMSX commentary
Jun 15, 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: 185B vs. BTSMX (756M). VIMSX pays higher dividends than BTSMX: VIMSX (1.40) vs BTSMX (0.85). 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 : 11.58 vs. BTSMX (4.02). VIMSX return over 5 years is better than : 69.57 vs. BTSMX (62.22).
| 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 | -3.133 | 2.751 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 756M | 185B | 0% |
| Annual Yield % from dividends | 0.85 | 1.40 | 61% |
| Returns for 1 year | 4.02 | 11.58 | 35% |
| Returns for 3 years | 24.69 | 39.11 | 63% |
| Returns for 5 years | 62.22 | 69.57 | 89% |
| Returns for 10 years | 86.91 | 114.00 | 76% |
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