BOSOX vs. PRSVX
Compare and contrast key facts about Boston Trust Small Cap Fund (BOSOX) and T. Rowe Price Small-Cap Value Fund (PRSVX).
BOSOX is managed by Boston Trust Walden. PRSVX is managed by T. Rowe Price. It was launched on Jun 30, 1988.
Performance
BOSOX vs. PRSVX - Performance Comparison
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BOSOX vs. PRSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOSOX Boston Trust Small Cap Fund | -4.10% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
PRSVX T. Rowe Price Small-Cap Value Fund | 0.96% | 21.18% | 10.84% | 12.34% | -18.53% | 25.47% | 12.49% | 25.82% | -11.58% | 12.84% |
Returns By Period
In the year-to-date period, BOSOX achieves a -4.10% return, which is significantly lower than PRSVX's 0.96% return. Over the past 10 years, BOSOX has underperformed PRSVX with an annualized return of 9.28%, while PRSVX has yielded a comparatively higher 10.62% annualized return.
BOSOX
- 1D
- -0.25%
- 1M
- -8.25%
- YTD
- -4.10%
- 6M
- -4.75%
- 1Y
- -4.04%
- 3Y*
- 3.34%
- 5Y*
- 3.57%
- 10Y*
- 9.28%
PRSVX
- 1D
- -0.94%
- 1M
- -6.74%
- YTD
- 0.96%
- 6M
- 15.53%
- 1Y
- 29.66%
- 3Y*
- 15.01%
- 5Y*
- 6.72%
- 10Y*
- 10.62%
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BOSOX vs. PRSVX - Expense Ratio Comparison
BOSOX has a 1.00% expense ratio, which is higher than PRSVX's 0.78% expense ratio.
Return for Risk
BOSOX vs. PRSVX — Risk / Return Rank
BOSOX
PRSVX
BOSOX vs. PRSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Small Cap Fund (BOSOX) and T. Rowe Price Small-Cap Value Fund (PRSVX). 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 | PRSVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.13 | 1.29 | -1.42 |
Sortino ratioReturn per unit of downside risk | -0.05 | 2.06 | -2.11 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.28 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | 1.82 | -2.15 |
Martin ratioReturn relative to average drawdown | -1.03 | 7.58 | -8.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BOSOX | PRSVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.13 | 1.29 | -1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.33 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.50 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.63 | -0.23 |
Correlation
The correlation between BOSOX and PRSVX is 0.95, 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. PRSVX - Dividend Comparison
BOSOX's dividend yield for the trailing twelve months is around 4.60%, less than PRSVX's 22.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSOX Boston Trust Small Cap Fund | 4.60% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
PRSVX T. Rowe Price Small-Cap Value Fund | 22.57% | 22.79% | 9.77% | 3.27% | 5.28% | 6.98% | 2.03% | 4.59% | 9.46% | 3.79% | 3.77% | 22.55% |
Drawdowns
BOSOX vs. PRSVX - Drawdown Comparison
The maximum BOSOX drawdown since its inception was -51.32%, smaller than the maximum PRSVX drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for BOSOX and PRSVX.
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Drawdown Indicators
| BOSOX | PRSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.32% | -55.37% | +4.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.89% | -14.04% | +2.15% |
Max Drawdown (5Y)Largest decline over 5 years | -22.36% | -28.17% | +5.81% |
Max Drawdown (10Y)Largest decline over 10 years | -36.79% | -40.97% | +4.18% |
Current DrawdownCurrent decline from peak | -16.07% | -8.16% | -7.91% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -7.52% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 3.66% | +0.16% |
Volatility
BOSOX vs. PRSVX - Volatility Comparison
The current volatility for Boston Trust Small Cap Fund (BOSOX) is 4.10%, while T. Rowe Price Small-Cap Value Fund (PRSVX) has a volatility of 6.09%. This indicates that BOSOX experiences smaller price fluctuations and is considered to be less risky than PRSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOSOX | PRSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 6.09% | -1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 10.48% | 15.95% | -5.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 23.77% | -4.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.82% | 20.38% | -2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.56% | 21.26% | -1.70% |