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BOSOX vs FSSNX
BOSOX vs FSSNX Comparison
Open Charts BOSOX vs FSSNX
Boston Trust Walden Small Cap
Price$17.21
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.31B
Fidelity Small Cap Index
Price$26.19
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets24.88B
BOSOX vs FSSNX Comparison Chart
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BOSOX vs. FSSNX commentary
Jun 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 BOSOX is a Buy and FSSNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.9B vs. BOSOX (1.31B). FSSNX pays higher dividends than BOSOX: FSSNX (1.10) vs BOSOX (0.50). BOSOX was incepted earlier than FSSNX: BOSOX (19 years) vs FSSNX (14 years). BOSOX (1.00) is less costly to investors than FSSNX (0.03). BOSOX is a more actively managed with annual turnover of: 33.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than BOSOX: FSSNX (0) vs BOSOX (100000). FSSNX annual gain was more profitable for investors over the last year : 3.21 vs. BOSOX (0.16). FSSNX return over 5 years is better than : 45.48 vs. BOSOX (34.48).
| BOSOX | FSSNX | BOSOX / FSSNX | |
| Total Expense Ratio | 1.00 | 0.03 | 4,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.03 | 4,000% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -4.440 | -5.347 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 24.9B | 5% |
| Annual Yield % from dividends | 0.50 | 1.10 | 46% |
| Returns for 1 year | 0.16 | 3.21 | 5% |
| Returns for 3 years | 6.53 | 16.55 | 39% |
| Returns for 5 years | 34.48 | 45.48 | 76% |
| Returns for 10 years | 19.53 | 65.10 | 30% |