BTMFX vs. LLSCX
Compare and contrast key facts about Boston Trust Midcap Fund (BTMFX) and Longleaf Partners Small-Cap Fund (LLSCX).
BTMFX is managed by Boston Trust Walden. LLSCX is managed by Longleaf Partners. It was launched on Feb 21, 1989.
Performance
BTMFX vs. LLSCX - Performance Comparison
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BTMFX vs. LLSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | -3.57% | 4.29% | 10.27% | 13.06% | -10.91% | 24.77% | 9.72% | 33.00% | -3.36% | 20.01% |
LLSCX Longleaf Partners Small-Cap Fund | -3.68% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% | -6.52% | 9.07% |
Returns By Period
The year-to-date returns for both stocks are quite close, with BTMFX having a -3.57% return and LLSCX slightly lower at -3.68%. Over the past 10 years, BTMFX has outperformed LLSCX with an annualized return of 9.66%, while LLSCX has yielded a comparatively lower 6.69% annualized return.
BTMFX
- 1D
- -0.09%
- 1M
- -7.33%
- YTD
- -3.57%
- 6M
- -3.90%
- 1Y
- 1.77%
- 3Y*
- 6.45%
- 5Y*
- 5.48%
- 10Y*
- 9.66%
LLSCX
- 1D
- 0.61%
- 1M
- -3.81%
- YTD
- -3.68%
- 6M
- -2.59%
- 1Y
- 2.07%
- 3Y*
- 9.42%
- 5Y*
- 1.87%
- 10Y*
- 6.69%
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BTMFX vs. LLSCX - Expense Ratio Comparison
BTMFX has a 1.00% expense ratio, which is higher than LLSCX's 0.95% expense ratio.
Return for Risk
BTMFX vs. LLSCX — Risk / Return Rank
BTMFX
LLSCX
BTMFX vs. LLSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Midcap Fund (BTMFX) and Longleaf Partners Small-Cap Fund (LLSCX). 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.
| BTMFX | LLSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.15 | +0.01 |
Sortino ratioReturn per unit of downside risk | 0.35 | 0.32 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.04 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 0.10 | 0.00 |
Martin ratioReturn relative to average drawdown | 0.41 | 0.30 | +0.11 |
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
| BTMFX | LLSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.15 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.11 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.27 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.51 | -0.05 |
Correlation
The correlation between BTMFX and LLSCX 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.
Dividends
BTMFX vs. LLSCX - Dividend Comparison
BTMFX's dividend yield for the trailing twelve months is around 11.26%, more than LLSCX's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 11.26% | 10.86% | 4.23% | 4.41% | 4.71% | 4.91% | 1.98% | 6.95% | 5.96% | 6.61% | 7.03% | 6.60% |
LLSCX Longleaf Partners Small-Cap Fund | 1.22% | 1.17% | 0.11% | 0.94% | 1.20% | 0.82% | 5.85% | 14.89% | 18.13% | 8.43% | 18.01% | 5.91% |
Drawdowns
BTMFX vs. LLSCX - Drawdown Comparison
The maximum BTMFX drawdown since its inception was -49.26%, smaller than the maximum LLSCX drawdown of -63.97%. Use the drawdown chart below to compare losses from any high point for BTMFX and LLSCX.
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Drawdown Indicators
| BTMFX | LLSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.26% | -63.97% | +14.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -10.47% | -1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -20.79% | -28.37% | +7.58% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -42.23% | +5.09% |
Current DrawdownCurrent decline from peak | -7.79% | -7.92% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -6.18% | -8.90% | +2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 3.68% | -0.76% |
Volatility
BTMFX vs. LLSCX - Volatility Comparison
The current volatility for Boston Trust Midcap Fund (BTMFX) is 3.22%, while Longleaf Partners Small-Cap Fund (LLSCX) has a volatility of 3.90%. This indicates that BTMFX experiences smaller price fluctuations and is considered to be less risky than LLSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTMFX | LLSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 3.90% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 8.27% | 9.23% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.27% | 15.42% | +0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.75% | 17.00% | -1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 24.58% | -7.14% |