BTEFX
Price
$48.63
Change
+$0.14 (+0.29%)
Updated
Dec 3 closing price
Net Assets
259.68M
VTSMX
Price
$163.76
Change
+$0.68 (+0.42%)
Updated
Dec 3 closing price
Net Assets
2.05T
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BTEFX vs VTSMX

Header iconBTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMXBanner chart's image
Boston Trust Equity
Price$48.63
Change+$0.14 (+0.29%)
VolumeN/A
Net Assets259.68M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
BTEFX vs VTSMX Comparison Chart in %
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BTEFX vs. VTSMX commentary
Dec 04, 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 BTEFX is a Buy and VTSMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. BTEFX (260M). VTSMX pays higher dividends than BTEFX: VTSMX (1.02) vs BTEFX (0.66). BTEFX was incepted earlier than VTSMX: BTEFX (22 years) vs VTSMX (34 years). BTEFX (0.83) is less costly to investors than VTSMX (0.14). BTEFX is a more actively managed with annual turnover of: 3.22 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BTEFX: VTSMX (3000) vs BTEFX (100000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. BTEFX (3.02). VTSMX return over 5 years is better than : 77.17 vs. BTEFX (52.00).
BTEFXVTSMXBTEFX / VTSMX
Total Expense Ratio0.830.14593%
Annual Report Gross Expense Ratio0.830.14593%
Fund Existence22 years34 years-
Gain YTD9.19515.48959%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets260M2.05T0%
Annual Yield % from dividends0.661.0265%
Returns for 1 year3.0211.4326%
Returns for 3 years31.9964.4050%
Returns for 5 years52.0077.1767%
Returns for 10 years148.69223.0167%
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