Boston Trust Small Cap Fund (BOSOX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BOSOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BOSOX
BOSOX charges 1.00% annually. There are 95 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | BOSOX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | BOSOX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | BOSOX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | BOSOX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | BOSOX vs VSMAX |
Best Risk-Adjusted Alternatives to BOSOX
BOSOX has a PortfoliosLab risk / return rank of 6. There are 169 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Auer Growth Fund | 91 | — | Dec 2007 | BOSOX vs AUERX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | BOSOX vs MOPIX | |
| Keeley Small Cap Fund Class Institutional | 88 | — | Apr 1997 | BOSOX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 88 | — | Apr 1997 | BOSOX vs WESCX | |
| River Oak Discovery Fund | 87 | — | Jun 2005 | BOSOX vs RIVSX |
Top Performing BOSOX Alternatives (YTD)
BOSOX is at 5.79% YTD. There are 164 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 35.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 35.57% | — | Dec 1991 | BOSOX vs RYOTX | |
| River Oak Discovery Fund | 30.52% | — | Jun 2005 | BOSOX vs RIVSX | |
| Paradigm Micro-cap Fund | 29.56% | — | Dec 2007 | BOSOX vs PVIVX | |
| Hodges Small Cap Fund | 29.53% | — | Dec 2007 | BOSOX vs HDPSX | |
| MainStay WMC Small Companies Fund | 26.74% | — | Jan 1987 | BOSOX vs MOPIX |
Lowest Volatility Alternatives to BOSOX
BOSOX has 15.11% 1-year volatility. There are 4 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.91% | — | Nov 1996 | BOSOX vs HFCGX | |
| DFA International Small Company Portfolio | 13.79% | — | Sep 1996 | BOSOX vs DFISX | |
| DWS Small Cap Core Fund | 14.27% | — | Jul 2000 | BOSOX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.48% | — | Feb 2017 | BOSOX vs CSMDX | |
| SEI Institutional Investments Trust Small/Mid Cap ... | 15.24% | — | Dec 2003 | BOSOX vs SSMAX |
Lowest Drawdown Alternatives to BOSOX
BOSOX has a 1-year max drawdown of -10.69%. There are 101 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | BOSOX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | BOSOX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | BOSOX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | BOSOX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | BOSOX vs BIAUX |
Other Mutual Funds from Boston Trust Walden
The 8 most viewed Boston Trust Walden mutual funds shown here include WASMX, BTSMX, BTMFX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 4 | 0.86% | — | Jun 2012 | BOSOX vs WASMX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 6 | 2.24% | — | Nov 2011 | BOSOX vs BTSMX | |
| Boston Trust Midcap Fund | Mid Cap Blend Equities | 6 | 1.66% | — | — | BOSOX vs BTMFX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 6 | 5.43% | — | Jun 2015 | BOSOX vs WIEFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 25 | 3.73% | — | Oct 2003 | BOSOX vs BTEFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 63 | 7.83% | — | Jun 1999 | BOSOX vs WSEFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 60 | 5.34% | — | Jun 1999 | BOSOX vs WSBFX | |
| Boston Trust Walden Midcap Fund | Mid Cap Blend Equities | 7 | 2.00% | — | Aug 2011 | BOSOX vs WAMFX |
Often Compared With BOSOX
Investors most often compare BOSOX with VSGIX, RWK, TSLTX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BOSOX with Any Fund or Stock
Compare BOSOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BOSOX with funds that move differently
Boston Trust Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BOSOX.
Explore BOSOX Diversifiers