Ad is loading...
Ad is loading...
BOSOX vs NAESX
BOSOX vs NAESX Comparison
Open Charts BOSOX vs NAESX
Boston Trust Walden Small Cap
Price$20.00
Change-$0.26 (-1.28%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
BOSOX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BOSOX vs. NAESX commentary
Nov 18, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. BOSOX (1.5B). 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 : 30.24 vs. BOSOX (27.36). NAESX return over 5 years is better than : 55.43 vs. BOSOX (34.81).
| 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 | 17.716 | 15.758 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 151B | 1% |
| Annual Yield % from dividends | 0.44 | 1.31 | 34% |
| Returns for 1 year | 27.36 | 30.24 | 90% |
| Returns for 3 years | 0.99 | 4.66 | 21% |
| Returns for 5 years | 34.81 | 55.43 | 63% |
| Returns for 10 years | 34.06 | 122.58 | 28% |
View a ticker or compare two or three
VS
VS
Ad is loading...