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BOSOX vs FSSNX
BOSOX vs FSSNX Comparison
Open Charts BOSOX vs FSSNX
Boston Trust Walden Small Cap
Price$20.00
Change-$0.26 (-1.28%)
VolumeN/A
CapitalizationN/A
Fidelity Small Cap Index
Price$28.78
Change-$0.41 (-1.40%)
VolumeN/A
CapitalizationN/A
BOSOX vs FSSNX Comparison Chart
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BOSOX vs. FSSNX commentary
Nov 18, 2024
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 StrongBuy and FSSNX is a StrongSell.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 26.9B vs. BOSOX (1.5B). FSSNX pays higher dividends than BOSOX: FSSNX (1.36) vs BOSOX (0.44). BOSOX was incepted earlier than FSSNX: BOSOX (19 years) vs FSSNX (13 years). BOSOX is a more actively managed with annual turnover of: 23.98 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 : 31.85 vs. BOSOX (27.36). FSSNX return over 5 years is better than : 47.46 vs. BOSOX (34.81).
| BOSOX | FSSNX | BOSOX / FSSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 17.716 | 15.090 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 26.9B | 6% |
| Annual Yield % from dividends | 0.44 | 1.36 | 33% |
| Returns for 1 year | 27.36 | 31.85 | 86% |
| Returns for 3 years | 0.99 | -2.14 | -46% |
| Returns for 5 years | 34.81 | 47.46 | 73% |
| Returns for 10 years | 34.06 | 88.44 | 39% |