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BTSMX vs VMCPX
BTSMX vs VMCPX Comparison
Open Charts BTSMX vs VMCPX
Boston Trust SMID Cap
Price$25.43
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets776.91M
Vanguard Mid Cap Index InstitutionalPlus
Price$391.25
Change+$0.80 (+0.20%)
VolumeN/A
Net Assets199.16B
BTSMX vs VMCPX Comparison Chart in %
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BTSMX vs. VMCPX commentary
Sep 09, 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. BTSMX (777M). VMCPX pays higher dividends than BTSMX: VMCPX (1.48) vs BTSMX (0.82). BTSMX was incepted earlier than VMCPX: BTSMX (14 years) vs VMCPX (15 years). BTSMX (0.82) is less costly to investors than VMCPX (0.03). BTSMX is a more actively managed with annual turnover of: 31.51 vs. VMCPX (16.00). BTSMX has a lower initial minimum investment than VMCPX: BTSMX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 16.67 vs. BTSMX (5.39). VMCPX return over 5 years is better than : 66.52 vs. BTSMX (59.38).
| BTSMX | VMCPX | BTSMX / VMCPX | |
| Total Expense Ratio | 0.75 | 0.03 | 2,500% |
| Annual Report Gross Expense Ratio | 0.82 | 0.03 | 2,733% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 2.129 | 9.938 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 199B | 0% |
| Annual Yield % from dividends | 0.82 | 1.48 | 55% |
| Returns for 1 year | 5.39 | 16.67 | 32% |
| Returns for 3 years | 21.13 | 34.61 | 61% |
| Returns for 5 years | 59.38 | 66.52 | 89% |
| Returns for 10 years | 113.38 | 143.06 | 79% |
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