BTEFX
Price
$45.90
Change
+$0.37 (+0.81%)
Updated
Jul 3 closing price
Net Assets
251.37M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

BTEFX vs VTSMX

Header iconBTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMXBanner chart's image
Boston Trust Equity
Price$45.90
Change+$0.37 (+0.81%)
VolumeN/A
Net Assets251.37M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BTEFX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BTEFX vs. VTSMX commentary
Jul 06, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BTEFX (251M). VTSMX pays higher dividends than BTEFX: VTSMX (1.12) vs BTEFX (0.72). BTEFX was incepted earlier than VTSMX: BTEFX (22 years) vs VTSMX (33 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 : 13.89 vs. BTEFX (7.14). VTSMX return over 5 years is better than : 95.59 vs. BTEFX (72.29).
BTEFXVTSMXBTEFX / VTSMX
Total Expense Ratio0.830.14593%
Annual Report Gross Expense Ratio0.830.14593%
Fund Existence22 years33 years-
Gain YTD3.4486.42154%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets251M1.82T0%
Annual Yield % from dividends0.721.1264%
Returns for 1 year7.1413.8951%
Returns for 3 years37.1662.0860%
Returns for 5 years72.2995.5976%
Returns for 10 years141.66198.0572%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PMVAX20.600.31
+1.53%
Putnam Sustainable Future A
FBGKX240.212.52
+1.06%
Fidelity Blue Chip Growth K
RKCAX11.060.10
+0.87%
Rockefeller Climate Solutions A
IRTCX27.570.17
+0.62%
Invesco Dividend Income R
EPLPX22.490.12
+0.54%
NYLI Epoch U.S. Equity Yield Class A