BOSOX vs. DFSTX
Compare and contrast key facts about Boston Trust Small Cap Fund (BOSOX) and DFA U.S. Small Cap Portfolio (DFSTX).
BOSOX is managed by Boston Trust Walden. DFSTX is managed by Dimensional Fund Advisors LP. It was launched on Mar 19, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BOSOX or DFSTX.
Correlation
The correlation between BOSOX and DFSTX is 0.96, 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.
Performance
BOSOX vs. DFSTX - Performance Comparison
Key characteristics
BOSOX:
-0.02
DFSTX:
0.02
BOSOX:
0.10
DFSTX:
0.16
BOSOX:
1.01
DFSTX:
1.02
BOSOX:
-0.02
DFSTX:
0.02
BOSOX:
-0.04
DFSTX:
0.06
BOSOX:
8.03%
DFSTX:
6.06%
BOSOX:
17.71%
DFSTX:
18.99%
BOSOX:
-53.78%
DFSTX:
-63.18%
BOSOX:
-16.56%
DFSTX:
-14.17%
Returns By Period
In the year-to-date period, BOSOX achieves a -3.39% return, which is significantly higher than DFSTX's -6.32% return. Over the past 10 years, BOSOX has underperformed DFSTX with an annualized return of 1.87%, while DFSTX has yielded a comparatively higher 4.67% annualized return.
BOSOX
-3.39%
-1.36%
-7.17%
1.03%
12.36%
1.87%
DFSTX
-6.32%
-2.16%
-4.44%
1.92%
17.61%
4.67%
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BOSOX vs. DFSTX - Expense Ratio Comparison
BOSOX has a 1.00% expense ratio, which is higher than DFSTX's 0.27% expense ratio.
Risk-Adjusted Performance
BOSOX vs. DFSTX — Risk-Adjusted Performance Rank
BOSOX
DFSTX
BOSOX vs. DFSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Small Cap Fund (BOSOX) and DFA U.S. Small Cap Portfolio (DFSTX). 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.
Dividends
BOSOX vs. DFSTX - Dividend Comparison
BOSOX's dividend yield for the trailing twelve months is around 0.53%, less than DFSTX's 0.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSOX Boston Trust Small Cap Fund | 0.53% | 0.51% | 0.46% | 0.35% | 0.28% | 0.50% | 0.46% | 0.56% | 0.55% | 0.96% | 0.48% | 0.09% |
DFSTX DFA U.S. Small Cap Portfolio | 0.87% | 1.05% | 1.15% | 1.14% | 0.99% | 1.08% | 1.00% | 1.13% | 1.02% | 0.98% | 1.20% | 0.86% |
Drawdowns
BOSOX vs. DFSTX - Drawdown Comparison
The maximum BOSOX drawdown since its inception was -53.78%, smaller than the maximum DFSTX drawdown of -63.18%. Use the drawdown chart below to compare losses from any high point for BOSOX and DFSTX. For additional features, visit the drawdowns tool.
Volatility
BOSOX vs. DFSTX - Volatility Comparison
The current volatility for Boston Trust Small Cap Fund (BOSOX) is 5.24%, while DFA U.S. Small Cap Portfolio (DFSTX) has a volatility of 6.21%. This indicates that BOSOX experiences smaller price fluctuations and is considered to be less risky than DFSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.