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BOSOX vs VSCIX
BOSOX vs VSCIX Comparison
Open Charts BOSOX vs VSCIX
Boston Trust Walden Small Cap
Price$18.05
Change-$0.30 (-1.63%)
VolumeN/A
Net Assets1.41B
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
BOSOX vs VSCIX Comparison Chart
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BOSOX vs. VSCIX 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. BOSOX (1.41B). VSCIX pays higher dividends than BOSOX: VSCIX (1.43) vs BOSOX (0.44). BOSOX was incepted earlier than VSCIX: BOSOX (19 years) vs VSCIX (28 years). BOSOX is a more actively managed with annual turnover of: 23.98 vs. VSCIX (12.00). BOSOX has a lower initial minimum investment than VSCIX: BOSOX (100000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 11.25 vs. BOSOX (7.03). VSCIX return over 5 years is better than : 44.48 vs. BOSOX (26.96).
| BOSOX | VSCIX | BOSOX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 0.166 | -0.304 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 161B | 1% |
| Annual Yield % from dividends | 0.44 | 1.43 | 31% |
| Returns for 1 year | 7.03 | 11.25 | 63% |
| Returns for 3 years | 11.19 | 18.86 | 59% |
| Returns for 5 years | 26.96 | 44.48 | 61% |
| Returns for 10 years | 24.96 | 105.81 | 24% |