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BTSMX vs VMCPX
BTSMX vs VMCPX Comparison
Open Charts BTSMX vs VMCPX
Boston Trust SMID Cap
Price$24.20
Change-$0.53 (-2.14%)
VolumeN/A
Net Assets813.23M
Vanguard Mid Cap Index InstitutionalPlus
Price$344.57
Change-$2.96 (-0.85%)
VolumeN/A
Net Assets181.84B
BTSMX vs VMCPX Comparison Chart
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BTSMX vs. VMCPX commentary
Mar 12, 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 Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. BTSMX (813M). VMCPX pays higher dividends than BTSMX: VMCPX (1.47) vs BTSMX (0.83). 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 (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 : 5.60 vs. BTSMX (2.70). VMCPX (98.99) and BTSMX (96.29) have equivalent 5 years return.
| 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 | -0.683 | -2.409 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 182B | 0% |
| Annual Yield % from dividends | 0.83 | 1.47 | 56% |
| Returns for 1 year | 2.70 | 5.60 | 48% |
| Returns for 3 years | 16.13 | 16.79 | 96% |
| Returns for 5 years | 96.29 | 98.99 | 97% |
| Returns for 10 years | 97.18 | 107.88 | 90% |
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