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BOSOX vs NAESX
BOSOX vs NAESX Comparison
Open Charts BOSOX vs NAESX
Boston Trust Walden Small Cap
Price$16.90
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
BOSOX vs NAESX Comparison Chart in %
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BOSOX vs. NAESX commentary
Nov 20, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BOSOX (1.13B). NAESX pays higher dividends than BOSOX: NAESX (1.22) vs BOSOX (0.51). BOSOX was incepted earlier than NAESX: BOSOX (20 years) vs NAESX (65 years). BOSOX (1.00) is less costly to investors than NAESX (0.17). BOSOX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). 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 : -0.55 vs. BOSOX (-15.21). NAESX return over 5 years is better than : 39.03 vs. BOSOX (20.37).
| BOSOX | NAESX | BOSOX / NAESX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.00 | 0.17 | 588% |
| Fund Existence | 20 years | 65 years | - |
| Gain YTD | -6.271 | 2.218 | -283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 162B | 1% |
| Annual Yield % from dividends | 0.51 | 1.22 | 42% |
| Returns for 1 year | -15.21 | -0.55 | 2,775% |
| Returns for 3 years | 1.70 | 29.75 | 6% |
| Returns for 5 years | 20.37 | 39.03 | 52% |
| Returns for 10 years | 19.61 | 121.66 | 16% |
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