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BOSOX vs NAESX
BOSOX vs NAESX Comparison
Open Charts BOSOX vs NAESX
Boston Trust Walden Small Cap
Price$18.05
Change-$0.30 (-1.63%)
VolumeN/A
Net Assets1.41B
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
BOSOX vs NAESX Comparison Chart
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BOSOX vs. NAESX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BOSOX (1.41B). 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 : 11.22 vs. BOSOX (7.03). NAESX return over 5 years is better than : 44.30 vs. BOSOX (26.96).
| 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 | 0.166 | -0.321 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 161B | 1% |
| Annual Yield % from dividends | 0.44 | 1.31 | 34% |
| Returns for 1 year | 7.03 | 11.22 | 63% |
| Returns for 3 years | 11.19 | 18.76 | 60% |
| Returns for 5 years | 26.96 | 44.30 | 61% |
| Returns for 10 years | 24.96 | 105.17 | 24% |
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