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BOSOX vs NAESX
BOSOX vs NAESX Comparison
Open Charts BOSOX vs NAESX
Boston Trust Walden Small Cap
Price$16.22
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets1.24B
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
BOSOX vs NAESX Comparison Chart
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BOSOX vs. NAESX commentary
Apr 18, 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 NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. BOSOX (1.24B). NAESX pays higher dividends than BOSOX: NAESX (1.39) vs BOSOX (0.50). BOSOX was incepted earlier than NAESX: BOSOX (19 years) vs NAESX (65 years). BOSOX (1.03) is less costly to investors than NAESX (0.17). BOSOX is a more actively managed with annual turnover of: 33.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than BOSOX: NAESX (3000) vs BOSOX (100000). BOSOX (-2.40) and NAESX (-2.42) have marching annual gain over last year. NAESX return over 5 years is better than : 66.71 vs. BOSOX (46.11).
| BOSOX | NAESX | BOSOX / NAESX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.03 | 0.17 | 606% |
| Fund Existence | 19 years | 65 years | - |
| Gain YTD | -10.655 | -14.464 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 143B | 1% |
| Annual Yield % from dividends | 0.50 | 1.39 | 36% |
| Returns for 1 year | -2.40 | -2.42 | 99% |
| Returns for 3 years | -3.06 | 0.49 | -629% |
| Returns for 5 years | 46.11 | 66.71 | 69% |
| Returns for 10 years | 10.37 | 73.20 | 14% |
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