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BTSMX vs VMCPX
BTSMX vs VMCPX Comparison
Open Charts BTSMX vs VMCPX
Boston Trust SMID Cap
Price$24.07
Change+$0.33 (+1.39%)
VolumeN/A
Net Assets746.84M
Vanguard Mid Cap Index InstitutionalPlus
Price$354.15
Change+$3.07 (+0.87%)
VolumeN/A
Net Assets175.12B
BTSMX vs VMCPX Comparison Chart
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BTSMX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. BTSMX (747M). VMCPX pays higher dividends than BTSMX: VMCPX (1.62) vs BTSMX (0.88). BTSMX was incepted earlier than VMCPX: BTSMX (13 years) vs VMCPX (14 years). BTSMX (0.85) 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 : 7.11 vs. BTSMX (0.20). VMCPX return over 5 years is better than : 71.84 vs. BTSMX (64.23).
| BTSMX | VMCPX | BTSMX / VMCPX | |
| Total Expense Ratio | 0.75 | 0.03 | 2,500% |
| Annual Report Gross Expense Ratio | 0.85 | 0.03 | 2,833% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -4.659 | -1.350 | 345% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 175B | 0% |
| Annual Yield % from dividends | 0.88 | 1.62 | 54% |
| Returns for 1 year | 0.20 | 7.11 | 3% |
| Returns for 3 years | 15.12 | 26.21 | 58% |
| Returns for 5 years | 64.23 | 71.84 | 89% |
| Returns for 10 years | 87.90 | 105.06 | 84% |
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