BTEFX vs VSMPX

Both BTEFX and VSMPX are mutual funds. BTEFX has a lower 5-year return than VSMPX (18.19% vs 18.5%). BTEFX has a higher expense ratio than VSMPX (0.9% vs 0.02%). Below is the comparison between BTEFX and VSMPX.

BTEFX VSMPX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family Boston Trust Walden Funds Vanguard
Net Assets $200.10M $269.73B
Expense Ratio 0.90% 0.02%
Management Style active passive (index-based)
Dividend Yield 0.72% 1.29%
Minimum Investment $3,000.00 $100,000,000.00
YTD Return 23.26% 21.61%
1-Year Return 4.22% 4.46%
3-Year Return 20.23% 20.61%
5-Year Return 18.19% 18.50%
10-Year Return 14.46% 16.12%

BTEFX description

The Fund seeks long-term capital growth through an actively managed portfolio of stocks. Under normal circumstances the portfolio will invest 80% of assets in common stocks, preferred stocks, securities convertible or exchangeable into common stocks, warrants and any rights to purchase common stocks.

BTEFX performance & returns

YTD Return 23.26%
1-Month Return 4.54%
3-Month Return 4.22%
1-Year Return 4.22%
3-Year Return 20.23%
5-Year Return 18.19%
10-Year Return 14.46%
BTEFX expense ratio is 0.9%.

BTEFX holdings

Top 10 Holdings (42.51% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 8.34%
Microsoft Corp MSFT 7.48%
Alphabet Inc Class C GOOG 5.72%
Accenture PLC Class A ACN 3.64%
Costco Wholesale Corp COST 3.60%
Visa Inc Class A V 3.42%
UnitedHealth Group Inc UNH 2.87%
Union Pacific Corp UNP 2.68%
Nike Inc B NKE 2.42%
Starbucks Corp SBUX 2.34%

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VSMPX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VSMPX performance & returns

YTD Return 21.61%
1-Month Return 3.47%
3-Month Return 4.46%
1-Year Return 4.46%
3-Year Return 20.61%
5-Year Return 18.50%
10-Year Return 16.12%
VSMPX expense ratio is 0.02%.

VSMPX holdings

Top 10 Holdings (23.05% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.36%
Microsoft Corp MSFT 4.78%
Amazon.com Inc AMZN 4.03%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.32%
Alphabet Inc Class C GOOG 1.25%
Berkshire Hathaway Inc Class B BRK.B 1.19%
Johnson & Johnson JNJ 1.18%
Procter & Gamble Co PG 1.04%
Visa Inc Class A V 1.01%

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