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BTSMX vs VEXMX
BTSMX vs VEXMX Comparison
Open Charts BTSMX vs VEXMX
Boston Trust SMID Cap
Price$24.72
Change+$0.16 (+0.65%)
VolumeN/A
Net Assets741.43M
Vanguard Extended Market Index Investor
Price$158.43
Change-$0.36 (-0.23%)
VolumeN/A
Net Assets83.66B
BTSMX vs VEXMX Comparison Chart in %
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BTSMX vs. VEXMX 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 BTSMX is a Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.7B vs. BTSMX (741M). VEXMX pays higher dividends than BTSMX: VEXMX (0.97) vs BTSMX (0.83). BTSMX was incepted earlier than VEXMX: BTSMX (14 years) vs VEXMX (38 years). BTSMX (0.82) is less costly to investors than VEXMX (0.19). BTSMX is a more actively managed with annual turnover of: 31.51 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than BTSMX: VEXMX (3000) vs BTSMX (1000000). VEXMX annual gain was more profitable for investors over the last year : 11.61 vs. BTSMX (-4.62). VEXMX return over 5 years is better than : 51.82 vs. BTSMX (46.79).
| BTSMX | VEXMX | BTSMX / VEXMX | |
| Total Expense Ratio | 0.75 | 0.19 | 395% |
| Annual Report Gross Expense Ratio | 0.82 | 0.19 | 432% |
| Fund Existence | 14 years | 38 years | - |
| Gain YTD | -0.723 | 10.075 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 83.7B | 1% |
| Annual Yield % from dividends | 0.83 | 0.97 | 86% |
| Returns for 1 year | -4.62 | 11.61 | -40% |
| Returns for 3 years | 25.32 | 58.50 | 43% |
| Returns for 5 years | 46.79 | 51.82 | 90% |
| Returns for 10 years | 104.07 | 151.38 | 69% |
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