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BTSMX vs VMCPX
BTSMX vs VMCPX Comparison
Open Charts BTSMX vs VMCPX
Boston Trust SMID Cap
Price$25.89
Change+$0.19 (+0.74%)
VolumeN/A
Net Assets844.03M
Vanguard Mid Cap Index InstitutionalPlus
Price$374.61
Change+$4.66 (+1.26%)
VolumeN/A
Net Assets176.87B
BTSMX vs VMCPX Comparison Chart
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BTSMX vs. VMCPX commentary
Jan 31, 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 StrongBuy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. BTSMX (844M). VMCPX pays higher dividends than BTSMX: VMCPX (1.51) vs BTSMX (0.65). BTSMX was incepted earlier than VMCPX: BTSMX (13 years) vs VMCPX (14 years). BTSMX is a more actively managed with annual turnover of: 31.10 vs. VMCPX (13.00). 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 : 19.98 vs. BTSMX (13.61). VMCPX return over 5 years is better than : 55.98 vs. BTSMX (51.57).
| BTSMX | VMCPX | BTSMX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 3.213 | 3.886 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 177B | 0% |
| Annual Yield % from dividends | 0.65 | 1.51 | 43% |
| Returns for 1 year | 13.61 | 19.98 | 68% |
| Returns for 3 years | 15.30 | 17.56 | 87% |
| Returns for 5 years | 51.57 | 55.98 | 92% |
| Returns for 10 years | 114.14 | 128.87 | 89% |
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