BTEFX
Price
$47.61
Change
+$0.20 (+0.42%)
Updated
Oct 17 closing price
Net Assets
255.22M
VTSMX
Price
$159.25
Change
+$0.69 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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BTEFX vs VTSMX

Header iconBTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMXBanner chart's image
Boston Trust Equity
Price$47.61
Change+$0.20 (+0.42%)
VolumeN/A
Net Assets255.22M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
BTEFX vs VTSMX Comparison Chart in %
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BTEFX vs. VTSMX commentary
Oct 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. BTEFX (255M). VTSMX pays higher dividends than BTEFX: VTSMX (1.04) vs BTEFX (0.68). 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 : 13.79 vs. BTEFX (4.40). VTSMX return over 5 years is better than : 84.86 vs. BTEFX (57.29).
BTEFXVTSMXBTEFX / VTSMX
Total Expense Ratio0.830.14593%
Annual Report Gross Expense Ratio0.830.14593%
Fund Existence22 years34 years-
Gain YTD7.30213.01256%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets255M2.02T0%
Annual Yield % from dividends0.681.0465%
Returns for 1 year4.4013.7932%
Returns for 3 years43.5476.0257%
Returns for 5 years57.2984.8668%
Returns for 10 years151.15225.1067%
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