BOSOX vs. VSCIX
Compare and contrast key facts about Boston Trust Small Cap Fund (BOSOX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
BOSOX is managed by Boston Trust Walden. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
BOSOX vs. VSCIX - Performance Comparison
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BOSOX vs. VSCIX - 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% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | -1.21% | 8.85% | 12.96% | 19.52% | -17.60% | 17.74% | 19.07% | 27.40% | -9.33% | 16.25% |
Returns By Period
In the year-to-date period, BOSOX achieves a -4.10% return, which is significantly lower than VSCIX's -1.21% return. Over the past 10 years, BOSOX has underperformed VSCIX with an annualized return of 9.28%, while VSCIX has yielded a comparatively higher 10.16% 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%
VSCIX
- 1D
- -0.97%
- 1M
- -8.09%
- YTD
- -1.21%
- 6M
- 0.59%
- 1Y
- 16.09%
- 3Y*
- 11.86%
- 5Y*
- 5.03%
- 10Y*
- 10.16%
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BOSOX vs. VSCIX - Expense Ratio Comparison
BOSOX has a 1.00% expense ratio, which is higher than VSCIX's 0.04% expense ratio.
Return for Risk
BOSOX vs. VSCIX — Risk / Return Rank
BOSOX
VSCIX
BOSOX vs. VSCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Small Cap Fund (BOSOX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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 | VSCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.13 | 0.75 | -0.88 |
Sortino ratioReturn per unit of downside risk | -0.05 | 1.19 | -1.24 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.16 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | 0.97 | -1.30 |
Martin ratioReturn relative to average drawdown | -1.03 | 4.21 | -5.23 |
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 | VSCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.13 | 0.75 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.24 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.47 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.38 | +0.02 |
Correlation
The correlation between BOSOX and VSCIX 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. VSCIX - Dividend Comparison
BOSOX's dividend yield for the trailing twelve months is around 4.60%, more than VSCIX's 1.39% 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% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.39% | 1.34% | 1.31% | 1.55% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% |
Drawdowns
BOSOX vs. VSCIX - Drawdown Comparison
The maximum BOSOX drawdown since its inception was -51.32%, smaller than the maximum VSCIX drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for BOSOX and VSCIX.
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Drawdown Indicators
| BOSOX | VSCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.32% | -59.66% | +8.34% |
Max Drawdown (1Y)Largest decline over 1 year | -11.89% | -14.30% | +2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -22.36% | -28.13% | +5.77% |
Max Drawdown (10Y)Largest decline over 10 years | -36.79% | -41.81% | +5.02% |
Current DrawdownCurrent decline from peak | -16.07% | -8.97% | -7.10% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -10.18% | +2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 3.29% | +0.53% |
Volatility
BOSOX vs. VSCIX - Volatility Comparison
The current volatility for Boston Trust Small Cap Fund (BOSOX) is 4.10%, while Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) has a volatility of 5.90%. This indicates that BOSOX experiences smaller price fluctuations and is considered to be less risky than VSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOSOX | VSCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 5.90% | -1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 10.48% | 12.22% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 21.62% | -2.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.82% | 20.70% | -2.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.56% | 21.53% | -1.97% |