BOSOX vs. VSGIX
Compare and contrast key facts about Boston Trust Small Cap Fund (BOSOX) and Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX).
BOSOX is managed by Boston Trust Walden. VSGIX is managed by Vanguard. It was launched on May 24, 2000.
Performance
BOSOX vs. VSGIX - Performance Comparison
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BOSOX vs. VSGIX - 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% |
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | -3.91% | 8.44% | 14.95% | 23.07% | -28.39% | 5.70% | 35.29% | 32.77% | -5.70% | 21.94% |
Returns By Period
The year-to-date returns for both investments are quite close, with BOSOX having a -4.10% return and VSGIX slightly higher at -3.91%. Over the past 10 years, BOSOX has underperformed VSGIX with an annualized return of 9.28%, while VSGIX has yielded a comparatively higher 9.99% 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%
VSGIX
- 1D
- -1.76%
- 1M
- -9.43%
- YTD
- -3.91%
- 6M
- -2.46%
- 1Y
- 15.68%
- 3Y*
- 10.86%
- 5Y*
- 1.70%
- 10Y*
- 9.99%
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BOSOX vs. VSGIX - Expense Ratio Comparison
BOSOX has a 1.00% expense ratio, which is higher than VSGIX's 0.06% expense ratio.
Return for Risk
BOSOX vs. VSGIX — Risk / Return Rank
BOSOX
VSGIX
BOSOX vs. VSGIX - 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 Growth Index Fund Institutional Shares (VSGIX). 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 | VSGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.13 | 0.63 | -0.76 |
Sortino ratioReturn per unit of downside risk | -0.05 | 1.04 | -1.09 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.14 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | 0.87 | -1.20 |
Martin ratioReturn relative to average drawdown | -1.03 | 3.51 | -4.54 |
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 | VSGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.13 | 0.63 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.07 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.44 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.37 | +0.04 |
Correlation
The correlation between BOSOX and VSGIX is 0.90, 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. VSGIX - Dividend Comparison
BOSOX's dividend yield for the trailing twelve months is around 4.60%, more than VSGIX's 0.56% 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% |
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.56% | 0.55% | 0.55% | 0.68% | 0.56% | 0.37% | 0.45% | 0.58% | 0.80% | 0.82% | 1.09% | 0.98% |
Drawdowns
BOSOX vs. VSGIX - Drawdown Comparison
The maximum BOSOX drawdown since its inception was -51.32%, smaller than the maximum VSGIX drawdown of -58.66%. Use the drawdown chart below to compare losses from any high point for BOSOX and VSGIX.
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Drawdown Indicators
| BOSOX | VSGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.32% | -58.66% | +7.34% |
Max Drawdown (1Y)Largest decline over 1 year | -11.89% | -14.50% | +2.61% |
Max Drawdown (5Y)Largest decline over 5 years | -22.36% | -38.36% | +16.00% |
Max Drawdown (10Y)Largest decline over 10 years | -36.79% | -38.70% | +1.91% |
Current DrawdownCurrent decline from peak | -16.07% | -11.38% | -4.69% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -11.40% | +4.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 3.59% | +0.23% |
Volatility
BOSOX vs. VSGIX - Volatility Comparison
The current volatility for Boston Trust Small Cap Fund (BOSOX) is 4.10%, while Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) has a volatility of 7.60%. This indicates that BOSOX experiences smaller price fluctuations and is considered to be less risky than VSGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOSOX | VSGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 7.60% | -3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.48% | 15.12% | -4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 24.20% | -5.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.82% | 23.49% | -5.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.56% | 22.88% | -3.32% |