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BTSMX vs VMCPX
BTSMX vs VMCPX Comparison
Open Charts BTSMX vs VMCPX
Boston Trust SMID Cap
Price$25.19
Change+$0.20 (+0.80%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$363.02
Change+$3.13 (+0.87%)
VolumeN/A
CapitalizationN/A
BTSMX vs VMCPX Comparison Chart
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BTSMX vs. VMCPX commentary
Dec 25, 2024
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: 190B vs. BTSMX (827M). 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 : 15.93 vs. BTSMX (9.03). VMCPX return over 5 years is better than : 52.19 vs. BTSMX (45.32).
| 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 | 9.174 | 15.387 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 190B | 0% |
| Annual Yield % from dividends | 0.65 | 1.51 | 43% |
| Returns for 1 year | 9.03 | 15.93 | 57% |
| Returns for 3 years | 7.27 | 6.99 | 104% |
| Returns for 5 years | 45.32 | 52.19 | 87% |
| Returns for 10 years | 102.41 | 118.62 | 86% |