Boston Trust Small Cap Fund (BOSOX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BOSOX
BOSOX charges 1.00% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among BOSOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | BOSOX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | BOSOX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | BOSOX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | BOSOX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | BOSOX vs TISBX |
Best Risk-Adjusted Alternatives to BOSOX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | BOSOX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | BOSOX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | BOSOX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | BOSOX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | BOSOX vs PRSVX |
Top Performing BOSOX Alternatives (YTD)
BOSOX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | BOSOX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | BOSOX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | BOSOX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | BOSOX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | BOSOX vs RIVSX |
Lowest Volatility Alternatives to BOSOX
BOSOX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | BOSOX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | BOSOX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | BOSOX vs HFCGX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | BOSOX vs CSMDX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 19.62% | Sep 8, 2011 | BOSOX vs FTHNX |
Lowest Drawdown Alternatives to BOSOX
BOSOX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | BOSOX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | BOSOX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | BOSOX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | BOSOX vs AZBIX | |
| DFA International Small Company Portfolio | -11.96% | Sep 30, 1996 | BOSOX vs DFISX |
Other Mutual Funds from Boston Trust Walden
Most popular Boston Trust Walden mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 3 | -6.45% | Jun 28, 2012 | BOSOX vs WASMX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 5 | -3.82% | Nov 30, 2011 | BOSOX vs BTSMX | |
| Boston Trust Midcap Fund | Mid Cap Blend Equities | 8 | -3.57% | — | BOSOX vs BTMFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 17 | -5.64% | Oct 1, 2003 | BOSOX vs BTEFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 33 | -5.95% | Jun 18, 1999 | BOSOX vs WSEFX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 14 | -2.50% | Jun 9, 2015 | BOSOX vs WIEFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 41 | -3.68% | Jun 17, 1999 | BOSOX vs WSBFX | |
| Boston Trust Walden Midcap Fund | Mid Cap Blend Equities | 8 | -4.10% | Aug 1, 2011 | BOSOX vs WAMFX |
Often Compared With BOSOX
What investors most often compare with BOSOX, 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.