BOSOX vs. BRSVX

In the year-to-date period, BOSOX achieves a -5.72% return, which is significantly higher than BRSVX's -10.52% return. Both investments have delivered pretty close results over the past 10 years, with BOSOX having a 9.00% annualized return and BRSVX not far behind at 8.55%.

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BOSOX has a 1.00% expense ratio, which is higher than BRSVX's 0.83% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Boston Trust Small Cap Fund (BOSOX) and Bridgeway Small Cap Value Fund (BRSVX). 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.

The current BOSOX Sharpe Ratio is 0.17, which is higher than the BRSVX Sharpe Ratio of -0.25. The chart below compares the historical Sharpe Ratios of BOSOX and BRSVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BOSOX's dividend yield for the trailing twelve months is around 6.91%, less than BRSVX's 8.47% yield.

The maximum BOSOX drawdown since its inception was -53.78%, smaller than the maximum BRSVX drawdown of -67.58%. Use the drawdown chart below to compare losses from any high point for BOSOX and BRSVX.

The current volatility for Boston Trust Small Cap Fund (BOSOX) is 5.15%, while Bridgeway Small Cap Value Fund (BRSVX) has a volatility of 6.04%. This indicates that BOSOX experiences smaller price fluctuations and is considered to be less risky than BRSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.