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BTSMX vs VSEMX
BTSMX vs VSEMX Comparison
Open Charts BTSMX vs VSEMX
Boston Trust SMID Cap
Price$24.20
Change-$0.53 (-2.14%)
VolumeN/A
Net Assets813.23M
Vanguard Extended Market Index Instl Sel
Price$210.87
Change+$0.50 (+0.24%)
VolumeN/A
Net Assets110.09B
BTSMX vs VSEMX Comparison Chart
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BTSMX vs. VSEMX 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 VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 110B vs. BTSMX (813M). VSEMX pays higher dividends than BTSMX: VSEMX (1.13) vs BTSMX (0.83). BTSMX was incepted earlier than VSEMX: BTSMX (13 years) vs VSEMX (9 years). BTSMX (0.85) is less costly to investors than VSEMX (0.02). BTSMX is a more actively managed with annual turnover of: 31.51 vs. VSEMX (11.00). BTSMX has a lower initial minimum investment than VSEMX: BTSMX (1000000) vs VSEMX (3000000000). BTSMX annual gain was more profitable for investors over the last year : 2.70 vs. VSEMX (1.36). BTSMX (96.29) and VSEMX (96.18) have equivalent 5 years return.
| BTSMX | VSEMX | BTSMX / VSEMX | |
| Total Expense Ratio | 0.75 | 0.02 | 3,750% |
| Annual Report Gross Expense Ratio | 0.85 | 0.02 | 4,250% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -0.683 | -9.155 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 110B | 1% |
| Annual Yield % from dividends | 0.83 | 1.13 | 73% |
| Returns for 1 year | 2.70 | 1.36 | 198% |
| Returns for 3 years | 16.13 | 12.59 | 128% |
| Returns for 5 years | 96.29 | 96.18 | 100% |
| Returns for 10 years | 97.18 | N/A | - |
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