PVIVX vs. BOSOX
Compare and contrast key facts about Paradigm Micro-cap Fund (PVIVX) and Boston Trust Small Cap Fund (BOSOX).
PVIVX is managed by Paradigm Funds. It was launched on Dec 31, 2007. BOSOX is managed by Boston Trust Walden.
Performance
PVIVX vs. BOSOX - Performance Comparison
Loading graphics...
PVIVX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | -1.09% | -4.81% | 13.48% | 17.89% | -20.62% | 27.94% | 46.96% | 22.38% | -10.88% | 15.82% |
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, PVIVX achieves a -1.09% return, which is significantly higher than BOSOX's -4.10% return. Over the past 10 years, PVIVX has outperformed BOSOX with an annualized return of 11.35%, while BOSOX has yielded a comparatively lower 9.28% annualized return.
PVIVX
- 1D
- -1.90%
- 1M
- -11.09%
- YTD
- -1.09%
- 6M
- -5.57%
- 1Y
- 10.38%
- 3Y*
- 5.63%
- 5Y*
- 1.56%
- 10Y*
- 11.35%
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.
PVIVX vs. BOSOX - Expense Ratio Comparison
PVIVX has a 1.25% expense ratio, which is higher than BOSOX's 1.00% expense ratio.
Return for Risk
PVIVX vs. BOSOX — Risk / Return Rank
PVIVX
BOSOX
PVIVX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) 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.
| PVIVX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | -0.13 | +0.46 |
Sortino ratioReturn per unit of downside risk | 0.69 | -0.05 | +0.74 |
Omega ratioGain probability vs. loss probability | 1.09 | 0.99 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | -0.33 | +0.80 |
Martin ratioReturn relative to average drawdown | 1.28 | -1.03 | +2.31 |
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
| PVIVX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | -0.13 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.20 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.48 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.41 | -0.39 |
Correlation
The correlation between PVIVX and BOSOX is 0.85, 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
PVIVX vs. BOSOX - Dividend Comparison
PVIVX's dividend yield for the trailing twelve months is around 16.11%, more than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | 16.11% | 15.93% | 6.40% | 0.00% | 0.00% | 1.11% | 5.25% | 0.01% | 14.09% | 6.88% | 3.61% | 1.32% |
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
PVIVX vs. BOSOX - Drawdown Comparison
The maximum PVIVX drawdown since its inception was -95.67%, which is greater than BOSOX's maximum drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for PVIVX and BOSOX.
Loading graphics...
Drawdown Indicators
| PVIVX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.67% | -51.32% | -44.35% |
Max Drawdown (1Y)Largest decline over 1 year | -14.84% | -11.89% | -2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -95.67% | -22.36% | -73.31% |
Max Drawdown (10Y)Largest decline over 10 years | -95.67% | -36.79% | -58.88% |
Current DrawdownCurrent decline from peak | -94.57% | -16.07% | -78.50% |
Average DrawdownAverage peak-to-trough decline | -16.15% | -7.26% | -8.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 3.82% | +1.62% |
Volatility
PVIVX vs. BOSOX - Volatility Comparison
Paradigm Micro-cap Fund (PVIVX) has a higher volatility of 8.39% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that PVIVX'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
| PVIVX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 4.10% | +4.29% |
Volatility (6M)Calculated over the trailing 6-month period | 17.65% | 10.48% | +7.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.19% | 18.96% | +10.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 887.36% | 17.82% | +869.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 627.66% | 19.56% | +608.10% |