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BOSOX vs NAESX
BOSOX vs NAESX Comparison
Open Charts BOSOX vs NAESX
Boston Trust Walden Small Cap
Price$18.13
Change-$0.69 (-3.67%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
BOSOX vs NAESX Comparison Chart
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BOSOX vs. NAESX 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 NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. BOSOX (1.47B). NAESX pays higher dividends than BOSOX: NAESX (1.31) vs BOSOX (0.44). BOSOX was incepted earlier than NAESX: BOSOX (19 years) vs NAESX (64 years). BOSOX is a more actively managed with annual turnover of: 23.98 vs. NAESX (12.00). NAESX has a lower initial minimum investment than BOSOX: NAESX (3000) vs BOSOX (100000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. BOSOX (13.65). NAESX return over 5 years is better than : 53.79 vs. BOSOX (33.49).
| BOSOX | NAESX | BOSOX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 64 years | - |
| Gain YTD | 12.513 | 17.994 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 167B | 1% |
| Annual Yield % from dividends | 0.44 | 1.31 | 34% |
| Returns for 1 year | 13.65 | 19.54 | 70% |
| Returns for 3 years | 11.02 | 15.71 | 70% |
| Returns for 5 years | 33.49 | 53.79 | 62% |
| Returns for 10 years | 36.14 | 124.30 | 29% |
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