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BOSOX vs FSSNX
BOSOX vs FSSNX Comparison
Open Charts BOSOX vs FSSNX
Boston Trust Walden Small Cap
Price$18.75
Change-$0.17 (-0.90%)
VolumeN/A
CapitalizationN/A
Fidelity Small Cap Index
Price$27.77
Change-$0.31 (-1.10%)
VolumeN/A
CapitalizationN/A
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BOSOX vs FSSNX Comparison Chart
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BOSOX vs. FSSNX commentary
Sep 21, 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 Buy and FSSNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.3B vs. BOSOX (1.42B). 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 : 22.65 vs. BOSOX (17.94). FSSNX return over 5 years is better than : 44.62 vs. BOSOX (29.03).
| 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 | 9.770 | 9.972 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 27.3B | 5% |
| Annual Yield % from dividends | 0.44 | 1.36 | 33% |
| Returns for 1 year | 17.94 | 22.65 | 79% |
| Returns for 3 years | 2.91 | 0.65 | 448% |
| Returns for 5 years | 29.03 | 44.62 | 65% |
| Returns for 10 years | 28.90 | 84.24 | 34% |
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