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BTSMX vs VSEMX
BTSMX vs VSEMX Comparison
Open Charts BTSMX vs VSEMX
Boston Trust SMID Cap
Price$24.07
Change+$0.33 (+1.39%)
VolumeN/A
Net Assets746.84M
Vanguard Extended Market Index Instl Sel
Price$216.28
Change+$3.93 (+1.85%)
VolumeN/A
Net Assets100.64B
BTSMX vs VSEMX Comparison Chart
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BTSMX vs. VSEMX 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. BTSMX (747M). VSEMX pays higher dividends than BTSMX: VSEMX (1.33) vs BTSMX (0.88). 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). VSEMX annual gain was more profitable for investors over the last year : 2.88 vs. BTSMX (0.20). BTSMX (64.23) and VSEMX (64.02) 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 | -4.659 | -8.220 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 101B | 1% |
| Annual Yield % from dividends | 0.88 | 1.33 | 66% |
| Returns for 1 year | 0.20 | 2.88 | 7% |
| Returns for 3 years | 15.12 | 28.27 | 53% |
| Returns for 5 years | 64.23 | 64.02 | 100% |
| Returns for 10 years | 87.90 | N/A | - |
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