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BOSOX vs NAESX
BOSOX vs NAESX Comparison
Open Charts BOSOX vs NAESX
Boston Trust Walden Small Cap
Price$17.13
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.31B
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
BOSOX vs NAESX Comparison Chart
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BOSOX vs. NAESX commentary
May 12, 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: 140B vs. BOSOX (1.31B). NAESX pays higher dividends than BOSOX: NAESX (1.43) vs BOSOX (0.52). 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 (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 : 0.34 vs. BOSOX (-2.45). NAESX return over 5 years is better than : 67.63 vs. BOSOX (50.24).
| 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 | -4.939 | -6.997 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 140B | 1% |
| Annual Yield % from dividends | 0.52 | 1.43 | 36% |
| Returns for 1 year | -2.45 | 0.34 | -712% |
| Returns for 3 years | 10.92 | 22.70 | 48% |
| Returns for 5 years | 50.24 | 67.63 | 74% |
| Returns for 10 years | 20.50 | 91.04 | 23% |