BOSOX vs. VSMPX
Compare and contrast key facts about Boston Trust Small Cap Fund (BOSOX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
BOSOX is managed by Boston Trust Walden. VSMPX is managed by Vanguard. It was launched on Apr 28, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BOSOX or VSMPX.
Correlation
The correlation between BOSOX and VSMPX is 0.81, 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. VSMPX - Performance Comparison
Key characteristics
BOSOX:
0.05
VSMPX:
0.70
BOSOX:
0.22
VSMPX:
1.09
BOSOX:
1.03
VSMPX:
1.16
BOSOX:
0.04
VSMPX:
0.71
BOSOX:
0.10
VSMPX:
2.78
BOSOX:
10.19%
VSMPX:
4.94%
BOSOX:
20.75%
VSMPX:
19.69%
BOSOX:
-53.78%
VSMPX:
-34.97%
BOSOX:
-18.62%
VSMPX:
-7.66%
Returns By Period
In the year-to-date period, BOSOX achieves a -5.77% return, which is significantly lower than VSMPX's -3.39% return. Over the past 10 years, BOSOX has underperformed VSMPX with an annualized return of 1.81%, while VSMPX has yielded a comparatively higher 11.89% annualized return.
BOSOX
-5.77%
6.66%
-9.99%
-1.23%
8.93%
1.81%
VSMPX
-3.39%
12.25%
-0.52%
11.52%
15.97%
11.89%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BOSOX vs. VSMPX - Expense Ratio Comparison
BOSOX has a 1.00% expense ratio, which is higher than VSMPX's 0.02% expense ratio.
Risk-Adjusted Performance
BOSOX vs. VSMPX — Risk-Adjusted Performance Rank
BOSOX
VSMPX
BOSOX vs. VSMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Small Cap Fund (BOSOX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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. VSMPX - Dividend Comparison
BOSOX's dividend yield for the trailing twelve months is around 0.54%, less than VSMPX's 1.35% 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% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.35% | 1.27% | 1.44% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 1.52% | 0.00% |
Drawdowns
BOSOX vs. VSMPX - Drawdown Comparison
The maximum BOSOX drawdown since its inception was -53.78%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for BOSOX and VSMPX. For additional features, visit the drawdowns tool.
Volatility
BOSOX vs. VSMPX - Volatility Comparison
The current volatility for Boston Trust Small Cap Fund (BOSOX) is 11.73%, while Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a volatility of 14.26%. This indicates that BOSOX experiences smaller price fluctuations and is considered to be less risky than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.