OSSIX vs. BOSOX
Compare and contrast key facts about Invesco Main Street Small Cap Fund (OSSIX) and Boston Trust Small Cap Fund (BOSOX).
OSSIX is managed by Invesco. It was launched on May 17, 2013. BOSOX is managed by Boston Trust Walden.
Performance
OSSIX vs. BOSOX - Performance Comparison
Loading graphics...
OSSIX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OSSIX Invesco Main Street Small Cap Fund | -4.34% | 8.92% | 12.82% | 17.96% | -15.75% | 22.20% | 20.31% | 26.22% | -10.55% | 14.08% |
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, OSSIX achieves a -4.34% return, which is significantly lower than BOSOX's -4.10% return. Over the past 10 years, OSSIX has outperformed BOSOX with an annualized return of 10.07%, while BOSOX has yielded a comparatively lower 9.28% annualized return.
OSSIX
- 1D
- -1.28%
- 1M
- -11.92%
- YTD
- -4.34%
- 6M
- -1.79%
- 1Y
- 10.74%
- 3Y*
- 10.19%
- 5Y*
- 4.74%
- 10Y*
- 10.07%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OSSIX vs. BOSOX - Expense Ratio Comparison
OSSIX has a 0.68% expense ratio, which is lower than BOSOX's 1.00% expense ratio.
Return for Risk
OSSIX vs. BOSOX — Risk / Return Rank
OSSIX
BOSOX
OSSIX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Main Street Small Cap Fund (OSSIX) 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.
| OSSIX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | -0.13 | +0.63 |
Sortino ratioReturn per unit of downside risk | 0.88 | -0.05 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.99 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | -0.33 | +0.36 |
Martin ratioReturn relative to average drawdown | 0.10 | -1.03 | +1.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| OSSIX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | -0.13 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.20 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.48 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.41 | +0.01 |
Correlation
The correlation between OSSIX and BOSOX is 0.93, 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
OSSIX vs. BOSOX - Dividend Comparison
OSSIX's dividend yield for the trailing twelve months is around 8.48%, more than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSSIX Invesco Main Street Small Cap Fund | 8.48% | 8.11% | 6.24% | 0.64% | 0.61% | 7.71% | 0.85% | 0.30% | 8.81% | 5.92% | 0.58% | 0.75% |
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
OSSIX vs. BOSOX - Drawdown Comparison
The maximum OSSIX drawdown since its inception was -42.18%, smaller than the maximum BOSOX drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for OSSIX and BOSOX.
Loading graphics...
Drawdown Indicators
| OSSIX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.18% | -51.32% | +9.14% |
Max Drawdown (1Y)Largest decline over 1 year | -14.53% | -11.89% | -2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -28.13% | -22.36% | -5.77% |
Max Drawdown (10Y)Largest decline over 10 years | -42.18% | -36.79% | -5.39% |
Current DrawdownCurrent decline from peak | -12.49% | -16.07% | +3.58% |
Average DrawdownAverage peak-to-trough decline | -7.60% | -7.26% | -0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.60% | 3.82% | +1.78% |
Volatility
OSSIX vs. BOSOX - Volatility Comparison
Invesco Main Street Small Cap Fund (OSSIX) has a higher volatility of 6.15% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that OSSIX'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.
Loading graphics...
Volatility by Period
| OSSIX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.15% | 4.10% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 12.79% | 10.48% | +2.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.10% | 18.96% | +4.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.97% | 17.82% | +3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.33% | 19.56% | +2.77% |