BTEFX
Price
$47.69
Change
-$0.50 (-1.04%)
Updated
Nov 13 closing price
Net Assets
255.3M
VTSMX
Price
$163.42
Change
+$0.09 (+0.06%)
Updated
Nov 12 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$47.69
Change-$0.50 (-1.04%)
VolumeN/A
Net Assets255.3M
Vanguard Total Stock Mkt Idx I
Price$163.42
Change+$0.09 (+0.06%)
VolumeN/A
Net Assets2.05T
BTEFX vs VTSMX Comparison Chart in %
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BTEFX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. BTEFX (255M). VTSMX pays higher dividends than BTEFX: VTSMX (1.02) vs BTEFX (0.67). 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 : 13.42 vs. BTEFX (3.82). VTSMX return over 5 years is better than : 83.98 vs. BTEFX (53.75).
BTEFXVTSMXBTEFX / VTSMX
Total Expense Ratio0.830.14593%
Annual Report Gross Expense Ratio0.830.14593%
Fund Existence22 years34 years-
Gain YTD8.60915.97254%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets255M2.05T0%
Annual Yield % from dividends0.671.0266%
Returns for 1 year3.8213.4228%
Returns for 3 years35.1068.2251%
Returns for 5 years53.7583.9864%
Returns for 10 years155.82235.4066%
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