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BTSMX vs VIEIX
BTSMX vs VIEIX Comparison
Open Charts BTSMX vs VIEIX
Boston Trust SMID Cap
Price$24.99
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets747.74M
Vanguard Extended Market Index Instl
Price$159.27
Change-$0.09 (-0.06%)
VolumeN/A
Net Assets83.92B
BTSMX vs VIEIX Comparison Chart in %
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BTSMX vs. VIEIX 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 BTSMX is a Buy and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 83.9B vs. BTSMX (748M). VIEIX pays higher dividends than BTSMX: VIEIX (1.09) vs BTSMX (0.85). BTSMX was incepted earlier than VIEIX: BTSMX (14 years) vs VIEIX (28 years). BTSMX (0.82) is less costly to investors than VIEIX (0.05). BTSMX is a more actively managed with annual turnover of: 31.51 vs. VIEIX (11.00). BTSMX has a lower initial minimum investment than VIEIX: BTSMX (1000000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 5.73 vs. BTSMX (-5.95). VIEIX return over 5 years is better than : 47.81 vs. BTSMX (42.14).
| BTSMX | VIEIX | BTSMX / VIEIX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 0.361 | 10.788 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 83.9B | 1% |
| Annual Yield % from dividends | 0.85 | 1.09 | 78% |
| Returns for 1 year | -5.95 | 5.73 | -104% |
| Returns for 3 years | 17.29 | 48.62 | 36% |
| Returns for 5 years | 42.14 | 47.81 | 88% |
| Returns for 10 years | 108.71 | 157.78 | 69% |
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