BTMFX vs. VMCIX
Compare and contrast key facts about Boston Trust Midcap Fund (BTMFX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX).
BTMFX is managed by Boston Trust Walden. VMCIX is managed by Vanguard. It was launched on May 21, 1998.
Performance
BTMFX vs. VMCIX - Performance Comparison
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BTMFX vs. VMCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | -3.57% | 4.29% | 10.27% | 13.06% | -10.91% | 24.77% | 9.72% | 33.00% | -3.36% | 20.01% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | -2.79% | 11.67% | 14.68% | 16.54% | -18.70% | 24.53% | 18.20% | 31.04% | -9.25% | 19.30% |
Returns By Period
In the year-to-date period, BTMFX achieves a -3.57% return, which is significantly lower than VMCIX's -2.79% return. Over the past 10 years, BTMFX has underperformed VMCIX with an annualized return of 9.66%, while VMCIX has yielded a comparatively higher 10.43% annualized return.
BTMFX
- 1D
- -0.09%
- 1M
- -7.33%
- YTD
- -3.57%
- 6M
- -3.90%
- 1Y
- 1.77%
- 3Y*
- 6.45%
- 5Y*
- 5.48%
- 10Y*
- 9.66%
VMCIX
- 1D
- -0.66%
- 1M
- -7.87%
- YTD
- -2.79%
- 6M
- -3.58%
- 1Y
- 10.31%
- 3Y*
- 11.79%
- 5Y*
- 6.51%
- 10Y*
- 10.43%
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BTMFX vs. VMCIX - Expense Ratio Comparison
BTMFX has a 1.00% expense ratio, which is higher than VMCIX's 0.04% expense ratio.
Return for Risk
BTMFX vs. VMCIX — Risk / Return Rank
BTMFX
VMCIX
BTMFX vs. VMCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Midcap Fund (BTMFX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BTMFX | VMCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.63 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.35 | 0.99 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.14 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 0.73 | -0.63 |
Martin ratioReturn relative to average drawdown | 0.41 | 3.40 | -2.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BTMFX | VMCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.63 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.37 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.55 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.47 | 0.00 |
Correlation
The correlation between BTMFX and VMCIX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BTMFX vs. VMCIX - Dividend Comparison
BTMFX's dividend yield for the trailing twelve months is around 11.26%, more than VMCIX's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 11.26% | 10.86% | 4.23% | 4.41% | 4.71% | 4.91% | 1.98% | 6.95% | 5.96% | 6.61% | 7.03% | 6.60% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | 1.54% | 1.52% | 1.49% | 1.51% | 1.60% | 1.12% | 1.45% | 1.48% | 1.83% | 1.36% | 1.46% | 1.48% |
Drawdowns
BTMFX vs. VMCIX - Drawdown Comparison
The maximum BTMFX drawdown since its inception was -49.26%, smaller than the maximum VMCIX drawdown of -58.86%. Use the drawdown chart below to compare losses from any high point for BTMFX and VMCIX.
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Drawdown Indicators
| BTMFX | VMCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.26% | -58.86% | +9.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -12.77% | +0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -20.79% | -27.54% | +6.75% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -39.30% | +2.16% |
Current DrawdownCurrent decline from peak | -7.79% | -8.13% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -6.18% | -8.02% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.75% | +0.17% |
Volatility
BTMFX vs. VMCIX - Volatility Comparison
The current volatility for Boston Trust Midcap Fund (BTMFX) is 3.22%, while Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) has a volatility of 4.23%. This indicates that BTMFX experiences smaller price fluctuations and is considered to be less risky than VMCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTMFX | VMCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 4.23% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.27% | 9.43% | -1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.27% | 17.58% | -1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.75% | 17.63% | -1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 18.90% | -1.46% |