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BOSOX vs FSSNX
BOSOX vs FSSNX Comparison
Open Charts BOSOX vs FSSNX
Boston Trust Walden Small Cap
Price$17.13
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.31B
Fidelity Small Cap Index
Price$25.23
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets23.69B
BOSOX vs FSSNX Comparison Chart
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BOSOX vs. FSSNX commentary
May 12, 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: 23.7B vs. BOSOX (1.31B). FSSNX pays higher dividends than BOSOX: FSSNX (1.16) vs BOSOX (0.52). BOSOX was incepted earlier than FSSNX: BOSOX (19 years) vs FSSNX (14 years). BOSOX (1.03) 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 : -0.96 vs. BOSOX (-2.45). FSSNX return over 5 years is better than : 58.99 vs. BOSOX (50.24).
| BOSOX | FSSNX | BOSOX / FSSNX | |
| Total Expense Ratio | 1.00 | 0.03 | 4,000% |
| Annual Report Gross Expense Ratio | 1.03 | 0.03 | 4,120% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | -4.939 | -8.851 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 23.7B | 6% |
| Annual Yield % from dividends | 0.52 | 1.16 | 45% |
| Returns for 1 year | -2.45 | -0.96 | 256% |
| Returns for 3 years | 10.92 | 20.55 | 53% |
| Returns for 5 years | 50.24 | 58.99 | 85% |
| Returns for 10 years | 20.50 | 60.15 | 34% |
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