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BTSMX vs VMCPX
BTSMX vs VMCPX Comparison
Open Charts BTSMX vs VMCPX
Boston Trust SMID Cap
Price$24.12
Change-$0.40 (-1.63%)
VolumeN/A
Net Assets756.13M
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
BTSMX vs VMCPX Comparison Chart
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BTSMX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BTSMX (756M). VMCPX pays higher dividends than BTSMX: VMCPX (1.54) vs BTSMX (0.85). BTSMX was incepted earlier than VMCPX: BTSMX (14 years) vs VMCPX (15 years). BTSMX (0.82) is less costly to investors than VMCPX (0.03). BTSMX is a more actively managed with annual turnover of: 31.51 vs. VMCPX (16.00). BTSMX has a lower initial minimum investment than VMCPX: BTSMX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 11.60 vs. BTSMX (4.02). VMCPX return over 5 years is better than : 69.72 vs. BTSMX (62.22).
| BTSMX | VMCPX | BTSMX / VMCPX | |
| Total Expense Ratio | 0.75 | 0.03 | 2,500% |
| Annual Report Gross Expense Ratio | 0.82 | 0.03 | 2,733% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -3.133 | 2.781 | -113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 756M | 185B | 0% |
| Annual Yield % from dividends | 0.85 | 1.54 | 55% |
| Returns for 1 year | 4.02 | 11.60 | 35% |
| Returns for 3 years | 24.69 | 39.16 | 63% |
| Returns for 5 years | 62.22 | 69.72 | 89% |
| Returns for 10 years | 86.91 | 114.26 | 76% |
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