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BTSMX vs VMCIX
BTSMX vs VMCIX Comparison
Open Charts BTSMX vs VMCIX
Boston Trust SMID Cap
Price$25.14
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets783.85M
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
BTSMX vs VMCIX Comparison Chart in %
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BTSMX vs. VMCIX commentary
Jul 07, 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. BTSMX (784M). VMCIX pays higher dividends than BTSMX: VMCIX (1.53) vs BTSMX (0.84). BTSMX was incepted earlier than VMCIX: BTSMX (14 years) vs VMCIX (27 years). BTSMX (0.82) is less costly to investors than VMCIX (0.04). BTSMX is a more actively managed with annual turnover of: 31.51 vs. VMCIX (16.00). BTSMX has a lower initial minimum investment than VMCIX: BTSMX (1000000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 17.65 vs. BTSMX (9.12). VMCIX return over 5 years is better than : 73.80 vs. BTSMX (66.18).
| BTSMX | VMCIX | BTSMX / VMCIX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.82 | 0.04 | 2,050% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 0.964 | 7.629 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 185B | 0% |
| Annual Yield % from dividends | 0.84 | 1.53 | 55% |
| Returns for 1 year | 9.12 | 17.65 | 52% |
| Returns for 3 years | 26.95 | 43.12 | 62% |
| Returns for 5 years | 66.18 | 73.80 | 90% |
| Returns for 10 years | 99.12 | 127.60 | 78% |
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