BOSOX vs. VSMPX

In the year-to-date period, BOSOX achieves a -5.72% return, which is significantly lower than VSMPX's -1.29% return. Over the past 10 years, BOSOX has underperformed VSMPX with an annualized return of 9.00%, while VSMPX has yielded a comparatively higher 11.98% annualized return.

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BOSOX has a 1.00% expense ratio, which is higher than VSMPX's 0.02% expense ratio.

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.

The current BOSOX Sharpe Ratio is 0.17, which is lower than the VSMPX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of BOSOX and VSMPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BOSOX's dividend yield for the trailing twelve months is around 6.91%, more than VSMPX's 1.32% yield.

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.

Boston Trust Small Cap Fund (BOSOX) has a higher volatility of 5.15% compared to Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) at 4.55%. This indicates that BOSOX's price experiences larger fluctuations and is considered to be riskier than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.