BCAMX vs. VITPX
Compare and contrast key facts about Boston Common ESG Impact U.S. Equity Fund (BCAMX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX).
BCAMX is managed by Boston Common. It was launched on Apr 30, 2012. VITPX is managed by Vanguard. It was launched on May 31, 2001.
Performance
BCAMX vs. VITPX - Performance Comparison
Loading graphics...
BCAMX vs. VITPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCAMX Boston Common ESG Impact U.S. Equity Fund | -4.51% | 14.23% | 23.81% | 21.04% | -18.15% | 24.49% | 19.53% | 28.17% | -8.51% | 20.64% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | -3.97% | 17.17% | 25.43% | 26.01% | -19.48% | 25.76% | 20.95% | 30.87% | -5.59% | 20.51% |
Returns By Period
In the year-to-date period, BCAMX achieves a -4.51% return, which is significantly lower than VITPX's -3.97% return. Over the past 10 years, BCAMX has underperformed VITPX with an annualized return of 11.56%, while VITPX has yielded a comparatively higher 13.67% annualized return.
BCAMX
- 1D
- 2.87%
- 1M
- -5.42%
- YTD
- -4.51%
- 6M
- -2.31%
- 1Y
- 15.60%
- 3Y*
- 15.75%
- 5Y*
- 9.32%
- 10Y*
- 11.56%
VITPX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.95%
- 1Y
- 17.76%
- 3Y*
- 18.40%
- 5Y*
- 10.81%
- 10Y*
- 13.67%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BCAMX vs. VITPX - Expense Ratio Comparison
BCAMX has a 1.00% expense ratio, which is higher than VITPX's 0.02% expense ratio.
Return for Risk
BCAMX vs. VITPX — Risk / Return Rank
BCAMX
VITPX
BCAMX vs. VITPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Common ESG Impact U.S. Equity Fund (BCAMX) and Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BCAMX | VITPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.98 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.50 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.51 | +0.01 |
Martin ratioReturn relative to average drawdown | 7.21 | 7.25 | -0.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BCAMX | VITPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.98 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.63 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.75 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.47 | +0.21 |
Correlation
The correlation between BCAMX and VITPX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BCAMX vs. VITPX - Dividend Comparison
BCAMX's dividend yield for the trailing twelve months is around 6.54%, more than VITPX's 2.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCAMX Boston Common ESG Impact U.S. Equity Fund | 6.54% | 6.24% | 6.22% | 1.55% | 6.30% | 4.25% | 0.35% | 3.94% | 5.47% | 3.13% | 1.89% | 0.88% |
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | 2.61% | 2.64% | 4.14% | 2.41% | 6.48% | 5.38% | 11.57% | 2.91% | 3.93% | 1.90% | 2.80% | 2.30% |
Drawdowns
BCAMX vs. VITPX - Drawdown Comparison
The maximum BCAMX drawdown since its inception was -33.06%, smaller than the maximum VITPX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for BCAMX and VITPX.
Loading graphics...
Drawdown Indicators
| BCAMX | VITPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.06% | -55.28% | +22.22% |
Max Drawdown (1Y)Largest decline over 1 year | -10.93% | -12.41% | +1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -26.22% | -25.31% | -0.91% |
Max Drawdown (10Y)Largest decline over 10 years | -33.06% | -34.99% | +1.93% |
Current DrawdownCurrent decline from peak | -6.20% | -6.21% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -4.26% | -8.07% | +3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 2.59% | -0.29% |
Volatility
BCAMX vs. VITPX - Volatility Comparison
The current volatility for Boston Common ESG Impact U.S. Equity Fund (BCAMX) is 5.16%, while Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares (VITPX) has a volatility of 5.49%. This indicates that BCAMX experiences smaller price fluctuations and is considered to be less risky than VITPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BCAMX | VITPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.16% | 5.49% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.06% | 9.79% | -0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.82% | 18.61% | -1.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.81% | 17.37% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.86% | 18.40% | -0.54% |