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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%.


Best Risk-Adjusted Alternatives to BOSOX

BOSOX has a PortfoliosLab risk / return rank of 7. There are 169 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.


Top Performing BOSOX Alternatives (YTD)

BOSOX is at 6.63% YTD. There are 163 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.


Lowest Volatility Alternatives to BOSOX

BOSOX has 15.10% 1-year volatility. There are 4 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.


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%.


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.


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.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Vanguard Small-Cap Growth Index Fund Institutional...Small Cap Growth Equities
48
18.74%
42.80BMay 2000BOSOX vs VSGIX
Invesco S&P MidCap 400 Revenue ETFSmall Cap Blend Equities
49
13.47%
1.24BFeb 2008BOSOX vs RWK
Transamerica Small Cap ValueSmall Cap Value Equities
86
21.86%
Jan 2003BOSOX vs TSLTX
Bridgeway Small Cap Value FundSmall Cap Value Equities
53
15.38%
Oct 2003BOSOX vs BRSVX
Avantis US Small Cap Value ETFSmall Cap Value Equities
67
17.96%
26.41BSep 2019BOSOX vs AVUV
S&P 500 Index
73
10.35%
BOSOX vs ^GSPC
Invesco S&P 500 Momentum ETFMomentum, S&P 500
75
30.35%
19.93BOct 2015BOSOX vs SPMO
Fidelity 500 Index FundS&P 500
73
11.71%
Feb 1988BOSOX vs FXAIX
iMGP SBH Focused Small Value FundSmall Cap Value Equities
17
7.42%
Jul 2020BOSOX vs PFSVX
DFA U.S. Small Cap PortfolioSmall Cap Blend Equities
51
14.69%
Mar 1992BOSOX vs DFSTX
Transamerica Emerging Markets Debt FundEmerging Markets Bonds
87
4.79%
Aug 2011BOSOX vs EMTIX
Vanguard Total Stock Market Index Fund Institution...Large Cap Blend Equities
71
11.99%
2.20TApr 2015BOSOX vs VSMPX
Federated Hermes Clover Small Value FundSmall Cap Value Equities
48
13.66%
Feb 1996BOSOX vs VSFAX
Thrivent Small Cap Stock FundSmall Cap Blend Equities
32
12.90%
Jul 1996BOSOX vs AASMX
Cambiar Small Cap FundSmall Cap Blend Equities
48
17.24%
Aug 2004BOSOX vs CAMSX
TETON Westwood Mighty Mites FundSmall Cap Blend Equities
65
21.19%
May 1998BOSOX vs WEMMX
State Street Institutional Small-Cap Equity FundSmall Cap Blend Equities
16
9.31%
Aug 1998BOSOX vs SIVIX
Franklin U.S. Small Cap Equity FundSmall Cap Blend Equities
72
16.18%
Mar 2000BOSOX vs LMSIX
Perritt MicroCap Opportunities FundSmall Cap Blend EquitiesApr 1988BOSOX vs PRCGX
Ancora/Thelen Small-Mid Cap FundSmall Cap Blend Equities
11
4.10%
Jan 2013BOSOX vs AATIX

Compare BOSOX with Any Fund or Stock

Compare BOSOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

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