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BOSOX vs FSSNX
BOSOX vs FSSNX Comparison
Open Charts BOSOX vs FSSNX
Boston Trust Walden Small Cap
Price$18.13
Change-$0.69 (-3.67%)
VolumeN/A
CapitalizationN/A
Fidelity Small Cap Index
Price$27.92
Change-$1.28 (-4.38%)
VolumeN/A
CapitalizationN/A
BOSOX vs FSSNX Comparison Chart
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BOSOX vs. FSSNX commentary
Dec 19, 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 Hold and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.5B vs. BOSOX (1.47B). 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 : 19.49 vs. BOSOX (13.65). FSSNX return over 5 years is better than : 46.38 vs. BOSOX (33.49).
| 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 | 12.513 | 16.770 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 29.5B | 5% |
| Annual Yield % from dividends | 0.44 | 1.36 | 33% |
| Returns for 1 year | 13.65 | 19.49 | 70% |
| Returns for 3 years | 11.02 | 12.65 | 87% |
| Returns for 5 years | 33.49 | 46.38 | 72% |
| Returns for 10 years | 36.14 | 90.42 | 40% |
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