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BTSMX vs VMCPX
BTSMX vs VMCPX Comparison
Open Charts BTSMX vs VMCPX
Boston Trust SMID Cap
Price$25.14
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets783.85M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
BTSMX vs VMCPX Comparison Chart in %
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BTSMX vs. VMCPX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BTSMX (784M). VMCPX pays higher dividends than BTSMX: VMCPX (1.54) vs BTSMX (0.84). 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 : 17.65 vs. BTSMX (9.12). VMCPX return over 5 years is better than : 73.80 vs. BTSMX (66.18).
| 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 | 0.964 | 7.631 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 185B | 0% |
| Annual Yield % from dividends | 0.84 | 1.54 | 55% |
| Returns for 1 year | 9.12 | 17.65 | 52% |
| Returns for 3 years | 26.95 | 43.14 | 62% |
| Returns for 5 years | 66.18 | 73.80 | 90% |
| Returns for 10 years | 99.12 | 127.62 | 78% |