GABSX vs. BOSOX
Compare and contrast key facts about Gabelli Small Cap Growth Fund (GABSX) and Boston Trust Small Cap Fund (BOSOX).
GABSX is managed by Gabelli. It was launched on Oct 22, 1991. BOSOX is managed by Boston Trust Walden.
Performance
GABSX vs. BOSOX - Performance Comparison
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GABSX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GABSX Gabelli Small Cap Growth Fund | -0.38% | 8.65% | 10.22% | 21.45% | -12.63% | 24.82% | 13.63% | 21.56% | -15.25% | 19.05% |
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% |
Returns By Period
In the year-to-date period, GABSX achieves a -0.38% return, which is significantly higher than BOSOX's -4.10% return. Both investments have delivered pretty close results over the past 10 years, with GABSX having a 9.70% annualized return and BOSOX not far behind at 9.28%.
GABSX
- 1D
- -0.66%
- 1M
- -9.31%
- YTD
- -0.38%
- 6M
- 0.97%
- 1Y
- 14.54%
- 3Y*
- 11.10%
- 5Y*
- 7.20%
- 10Y*
- 9.70%
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%
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GABSX vs. BOSOX - Expense Ratio Comparison
GABSX has a 1.38% expense ratio, which is higher than BOSOX's 1.00% expense ratio.
Return for Risk
GABSX vs. BOSOX — Risk / Return Rank
GABSX
BOSOX
GABSX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Small Cap Growth Fund (GABSX) and Boston Trust Small Cap Fund (BOSOX). 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.
| GABSX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | -0.13 | +0.85 |
Sortino ratioReturn per unit of downside risk | 1.18 | -0.05 | +1.23 |
Omega ratioGain probability vs. loss probability | 1.15 | 0.99 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | -0.33 | +1.26 |
Martin ratioReturn relative to average drawdown | 3.19 | -1.03 | +4.22 |
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
| GABSX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | -0.13 | +0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.20 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.48 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.41 | +0.22 |
Correlation
The correlation between GABSX and BOSOX is 0.95, 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
GABSX vs. BOSOX - Dividend Comparison
GABSX's dividend yield for the trailing twelve months is around 4.00%, less than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GABSX Gabelli Small Cap Growth Fund | 4.00% | 3.98% | 6.61% | 8.68% | 9.53% | 13.50% | 22.21% | 21.36% | 4.70% | 5.38% | 3.87% | 3.78% |
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% |
Drawdowns
GABSX vs. BOSOX - Drawdown Comparison
The maximum GABSX drawdown since its inception was -57.24%, which is greater than BOSOX's maximum drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for GABSX and BOSOX.
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Drawdown Indicators
| GABSX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.24% | -51.32% | -5.92% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -11.89% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -25.19% | -22.36% | -2.83% |
Max Drawdown (10Y)Largest decline over 10 years | -40.74% | -36.79% | -3.95% |
Current DrawdownCurrent decline from peak | -10.80% | -16.07% | +5.27% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -7.26% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 3.82% | 0.00% |
Volatility
GABSX vs. BOSOX - Volatility Comparison
Gabelli Small Cap Growth Fund (GABSX) has a higher volatility of 5.57% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that GABSX's price experiences larger fluctuations and is considered to be riskier than BOSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GABSX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 4.10% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.31% | 10.48% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.19% | 18.96% | +1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.98% | 17.82% | +1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.89% | 19.56% | +0.33% |