Interact to see
Advertisement
Advertisement
BOSOX vs VSMAX
BOSOX vs VSMAX Comparison
Open Charts BOSOX vs VSMAX
Boston Trust Walden Small Cap
Price$16.99
Change-$0.11 (-0.64%)
VolumeN/A
Net Assets1.3B
Vanguard Small Cap Index Admiral Shares
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
BOSOX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BOSOX vs. VSMAX commentary
Aug 08, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. BOSOX (1.3B). VSMAX pays higher dividends than BOSOX: VSMAX (1.37) vs BOSOX (0.51). BOSOX was incepted earlier than VSMAX: BOSOX (20 years) vs VSMAX (25 years). BOSOX (1.00) is less costly to investors than VSMAX (0.05). BOSOX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (13.00). 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 : 12.37 vs. BOSOX (-2.12). VSMAX return over 5 years is better than : 54.82 vs. BOSOX (34.57).
| BOSOX | VSMAX | BOSOX / VSMAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.05 | 2,000% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -5.105 | 0.360 | -1,418% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 154B | 1% |
| Annual Yield % from dividends | 0.51 | 1.37 | 37% |
| Returns for 1 year | -2.12 | 12.37 | -17% |
| Returns for 3 years | 5.47 | 22.81 | 24% |
| Returns for 5 years | 34.57 | 54.82 | 63% |
| Returns for 10 years | 20.85 | 108.10 | 19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement