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BOSOX vs VSMAX
BOSOX vs VSMAX Comparison
Open Charts BOSOX vs VSMAX
Boston Trust Walden Small Cap
Price$18.75
Change-$0.17 (-0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BOSOX vs VSMAX Comparison Chart
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BOSOX vs. VSMAX commentary
Sep 21, 2024
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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. BOSOX (1.42B). VSMAX pays higher dividends than BOSOX: VSMAX (1.42) vs BOSOX (0.44). BOSOX was incepted earlier than VSMAX: BOSOX (19 years) vs VSMAX (24 years). BOSOX is a more actively managed with annual turnover of: 23.98 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than BOSOX: VSMAX (3000) vs BOSOX (100000). VSMAX annual gain was more profitable for investors over the last year : 20.75 vs. BOSOX (17.94). VSMAX return over 5 years is better than : 51.83 vs. BOSOX (29.03).
| BOSOX | VSMAX | BOSOX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 9.770 | 9.731 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 149B | 1% |
| Annual Yield % from dividends | 0.44 | 1.42 | 31% |
| Returns for 1 year | 17.94 | 20.75 | 86% |
| Returns for 3 years | 2.91 | 5.70 | 51% |
| Returns for 5 years | 29.03 | 51.83 | 56% |
| Returns for 10 years | 28.90 | 114.09 | 25% |