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 0.84, 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:
-0.23
VSMPX:
0.26
BOSOX:
-0.19
VSMPX:
0.44
BOSOX:
0.98
VSMPX:
1.06
BOSOX:
-0.20
VSMPX:
0.32
BOSOX:
-0.52
VSMPX:
1.22
BOSOX:
8.14%
VSMPX:
3.30%
BOSOX:
18.40%
VSMPX:
15.16%
BOSOX:
-53.78%
VSMPX:
-34.97%
BOSOX:
-20.88%
VSMPX:
-12.60%
Returns By Period
The year-to-date returns for both stocks are quite close, with BOSOX having a -8.38% return and VSMPX slightly lower at -8.57%.
BOSOX
-8.38%
-5.06%
-11.50%
-4.41%
11.16%
1.28%
VSMPX
-8.57%
-6.76%
-5.10%
3.85%
18.25%
N/A
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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 0.56%, less than VSMPX's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSOX Boston Trust Small Cap Fund | 0.56% | 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 | 1.42% | 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
Boston Trust Small Cap Fund (BOSOX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) have volatilities of 7.40% and 7.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.