BOSOX vs. FXAIX
Compare and contrast key facts about Boston Trust Small Cap Fund (BOSOX) and Fidelity 500 Index Fund (FXAIX).
BOSOX is managed by Boston Trust Walden. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BOSOX or FXAIX.
Correlation
The correlation between BOSOX and FXAIX is 0.82, 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. FXAIX - Performance Comparison
Key characteristics
BOSOX:
0.05
FXAIX:
0.74
BOSOX:
0.22
FXAIX:
1.14
BOSOX:
1.03
FXAIX:
1.17
BOSOX:
0.04
FXAIX:
0.77
BOSOX:
0.10
FXAIX:
3.06
BOSOX:
10.19%
FXAIX:
4.72%
BOSOX:
20.75%
FXAIX:
19.51%
BOSOX:
-53.78%
FXAIX:
-33.79%
BOSOX:
-18.62%
FXAIX:
-7.24%
Returns By Period
In the year-to-date period, BOSOX achieves a -5.77% return, which is significantly lower than FXAIX's -2.95% return. Over the past 10 years, BOSOX has underperformed FXAIX with an annualized return of 1.81%, while FXAIX has yielded a comparatively higher 12.37% annualized return.
BOSOX
-5.77%
6.66%
-9.99%
-1.23%
8.93%
1.81%
FXAIX
-2.95%
12.14%
-0.11%
12.36%
16.50%
12.37%
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BOSOX vs. FXAIX - Expense Ratio Comparison
BOSOX has a 1.00% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
BOSOX vs. FXAIX — Risk-Adjusted Performance Rank
BOSOX
FXAIX
BOSOX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Small Cap Fund (BOSOX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
BOSOX's dividend yield for the trailing twelve months is around 0.54%, less than FXAIX's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSOX Boston Trust Small Cap Fund | 0.54% | 0.51% | 0.46% | 0.35% | 0.28% | 0.50% | 0.46% | 0.56% | 0.55% | 0.96% | 0.48% | 0.09% |
FXAIX Fidelity 500 Index Fund | 1.31% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
BOSOX vs. FXAIX - Drawdown Comparison
The maximum BOSOX drawdown since its inception was -53.78%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BOSOX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
BOSOX vs. FXAIX - Volatility Comparison
The current volatility for Boston Trust Small Cap Fund (BOSOX) is 11.73%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 14.31%. This indicates that BOSOX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.