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BOSOX vs FSSNX
BOSOX vs FSSNX Comparison
Open Charts BOSOX vs FSSNX
Boston Trust Walden Small Cap
Price$16.99
Change-$0.11 (-0.64%)
VolumeN/A
Net Assets1.3B
Fidelity Small Cap Index
Price$27.72
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets25.89B
BOSOX vs FSSNX Comparison Chart in %
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BOSOX vs. FSSNX commentary
Aug 08, 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 StrongBuy and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.9B vs. BOSOX (1.3B). FSSNX pays higher dividends than BOSOX: FSSNX (0.90) vs BOSOX (0.51). BOSOX was incepted earlier than FSSNX: BOSOX (20 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 (14.00). 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 : 10.79 vs. BOSOX (-2.12). FSSNX return over 5 years is better than : 47.93 vs. BOSOX (34.57).
| 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 | 20 years | 14 years | - |
| Gain YTD | -5.105 | 0.434 | -1,178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 25.9B | 5% |
| Annual Yield % from dividends | 0.51 | 0.90 | 56% |
| Returns for 1 year | -2.12 | 10.79 | -20% |
| Returns for 3 years | 5.47 | 20.06 | 27% |
| Returns for 5 years | 34.57 | 47.93 | 72% |
| Returns for 10 years | 20.85 | 79.21 | 26% |
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