BOSOX vs. AZBIX
Compare and contrast key facts about Boston Trust Small Cap Fund (BOSOX) and Virtus Small-Cap Fund (AZBIX).
BOSOX is managed by Boston Trust Walden. AZBIX is managed by Allianz. It was launched on Jul 1, 2013.
Performance
BOSOX vs. AZBIX - Performance Comparison
Loading graphics...
BOSOX vs. AZBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOSOX Boston Trust Small Cap Fund | -2.23% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
AZBIX Virtus Small-Cap Fund | 2.47% | 8.49% | 19.06% | 14.09% | -18.04% | 18.92% | 16.98% | 24.13% | -9.25% | 21.27% |
Returns By Period
In the year-to-date period, BOSOX achieves a -2.23% return, which is significantly lower than AZBIX's 2.47% return. Over the past 10 years, BOSOX has underperformed AZBIX with an annualized return of 9.49%, while AZBIX has yielded a comparatively higher 10.62% annualized return.
BOSOX
- 1D
- 1.95%
- 1M
- -6.73%
- YTD
- -2.23%
- 6M
- -3.01%
- 1Y
- -2.22%
- 3Y*
- 4.01%
- 5Y*
- 3.68%
- 10Y*
- 9.49%
AZBIX
- 1D
- 3.39%
- 1M
- -4.85%
- YTD
- 2.47%
- 6M
- 0.78%
- 1Y
- 21.35%
- 3Y*
- 12.90%
- 5Y*
- 5.52%
- 10Y*
- 10.62%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BOSOX vs. AZBIX - Expense Ratio Comparison
BOSOX has a 1.00% expense ratio, which is higher than AZBIX's 0.89% expense ratio.
Return for Risk
BOSOX vs. AZBIX — Risk / Return Rank
BOSOX
AZBIX
BOSOX vs. AZBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Small Cap Fund (BOSOX) and Virtus Small-Cap Fund (AZBIX). 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.
| BOSOX | AZBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.11 | 1.11 | -1.23 |
Sortino ratioReturn per unit of downside risk | -0.03 | 1.66 | -1.69 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.22 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.04 | 1.85 | -1.89 |
Martin ratioReturn relative to average drawdown | -0.13 | 6.82 | -6.95 |
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
| BOSOX | AZBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.11 | 1.11 | -1.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.27 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.50 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.49 | -0.08 |
Correlation
The correlation between BOSOX and AZBIX is 0.91, 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
BOSOX vs. AZBIX - Dividend Comparison
BOSOX's dividend yield for the trailing twelve months is around 4.51%, less than AZBIX's 4.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSOX Boston Trust Small Cap Fund | 4.51% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
AZBIX Virtus Small-Cap Fund | 4.78% | 4.90% | 10.82% | 2.31% | 4.78% | 13.82% | 0.45% | 0.38% | 9.62% | 13.80% | 0.03% | 3.59% |
Drawdowns
BOSOX vs. AZBIX - Drawdown Comparison
The maximum BOSOX drawdown since its inception was -51.32%, which is greater than AZBIX's maximum drawdown of -40.80%. Use the drawdown chart below to compare losses from any high point for BOSOX and AZBIX.
Loading graphics...
Drawdown Indicators
| BOSOX | AZBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.32% | -40.80% | -10.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.89% | -11.76% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -22.36% | -29.85% | +7.49% |
Max Drawdown (10Y)Largest decline over 10 years | -36.79% | -40.80% | +4.01% |
Current DrawdownCurrent decline from peak | -14.43% | -5.35% | -9.08% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -7.80% | +0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 3.19% | +0.67% |
Volatility
BOSOX vs. AZBIX - Volatility Comparison
The current volatility for Boston Trust Small Cap Fund (BOSOX) is 4.68%, while Virtus Small-Cap Fund (AZBIX) has a volatility of 7.23%. This indicates that BOSOX experiences smaller price fluctuations and is considered to be less risky than AZBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BOSOX | AZBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 7.23% | -2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 10.66% | 13.00% | -2.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.02% | 19.97% | -0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.84% | 20.54% | -2.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.56% | 21.31% | -1.75% |