Interact to see
Advertisement
Advertisement
BTSMX vs VSEMX
BTSMX vs VSEMX Comparison
Open Charts BTSMX vs VSEMX
Boston Trust SMID Cap
Price$25.24
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets778.37M
Vanguard Extended Market Index Instl Sel
Price$237.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets112.9B
BTSMX vs VSEMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BTSMX vs. VSEMX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 113B vs. BTSMX (778M). VSEMX pays higher dividends than BTSMX: VSEMX (1.17) vs BTSMX (0.84). BTSMX was incepted earlier than VSEMX: BTSMX (14 years) vs VSEMX (9 years). BTSMX (0.82) 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 : 10.87 vs. BTSMX (4.09). BTSMX (61.10) and VSEMX (60.67) have equivalent 5 years return.
| BTSMX | VSEMX | BTSMX / VSEMX | |
| Total Expense Ratio | 0.75 | 0.02 | 3,750% |
| Annual Report Gross Expense Ratio | 0.82 | 0.02 | 4,100% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 1.365 | 2.588 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 113B | 1% |
| Annual Yield % from dividends | 0.84 | 1.17 | 72% |
| Returns for 1 year | 4.09 | 10.87 | 38% |
| Returns for 3 years | 23.50 | 42.70 | 55% |
| Returns for 5 years | 61.10 | 60.67 | 101% |
| Returns for 10 years | 103.21 | N/A | - |