BTEFX
Price
$46.12
Change
-$1.61 (-3.37%)
Updated
Feb 3 closing price
Net Assets
251.83M
VTSMX
Price
$165.41
Change
+$4.46 (+2.77%)
Updated
Feb 3 closing price
Net Assets
2.06T
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BTEFX vs VTSMX

Header iconBTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMXBanner chart's image
Boston Trust Equity
Price$46.12
Change-$1.61 (-3.37%)
VolumeN/A
Net Assets251.83M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
BTEFX vs VTSMX Comparison Chart in %
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BTEFX vs. VTSMX commentary
Feb 05, 2026

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 Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. BTEFX (252M). VTSMX pays higher dividends than BTEFX: VTSMX (1.00) vs BTEFX (0.49). 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 : 14.79 vs. BTEFX (1.26). VTSMX return over 5 years is better than : 68.19 vs. BTEFX (42.31).
BTEFXVTSMXBTEFX / VTSMX
Total Expense Ratio0.830.14593%
Annual Report Gross Expense Ratio0.830.14593%
Fund Existence22 years34 years-
Gain YTD2.6661.373194%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets252M2.06T0%
Annual Yield % from dividends0.491.0049%
Returns for 1 year1.2614.799%
Returns for 3 years28.8163.9945%
Returns for 5 years42.3168.1962%
Returns for 10 years174.96270.1865%
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