TSCSX vs. BOSOX
Compare and contrast key facts about Thrivent Small Cap Stock Fund Class S (TSCSX) and Boston Trust Small Cap Fund (BOSOX).
TSCSX is managed by Thrivent. It was launched on Jul 1, 1996. BOSOX is managed by Boston Trust Walden.
Performance
TSCSX vs. BOSOX - Performance Comparison
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TSCSX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TSCSX Thrivent Small Cap Stock Fund Class S | -3.28% | 2.36% | 12.73% | 12.47% | -10.94% | 24.22% | 22.87% | 27.92% | -10.52% | 21.22% |
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, TSCSX achieves a -3.28% return, which is significantly higher than BOSOX's -4.10% return. Over the past 10 years, TSCSX has outperformed BOSOX with an annualized return of 11.51%, while BOSOX has yielded a comparatively lower 9.28% annualized return.
TSCSX
- 1D
- -1.17%
- 1M
- -9.54%
- YTD
- -3.28%
- 6M
- -1.94%
- 1Y
- 10.06%
- 3Y*
- 6.13%
- 5Y*
- 4.01%
- 10Y*
- 11.51%
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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TSCSX vs. BOSOX - Expense Ratio Comparison
TSCSX has a 0.80% expense ratio, which is lower than BOSOX's 1.00% expense ratio.
Return for Risk
TSCSX vs. BOSOX — Risk / Return Rank
TSCSX
BOSOX
TSCSX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Stock Fund Class S (TSCSX) 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.
| TSCSX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | -0.13 | +0.59 |
Sortino ratioReturn per unit of downside risk | 0.81 | -0.05 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.99 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | -0.33 | +0.89 |
Martin ratioReturn relative to average drawdown | 2.01 | -1.03 | +3.04 |
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
| TSCSX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | -0.13 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.20 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.48 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.41 | -0.02 |
Correlation
The correlation between TSCSX and BOSOX is 0.94, 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
TSCSX vs. BOSOX - Dividend Comparison
TSCSX's dividend yield for the trailing twelve months is around 2.44%, less than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSCSX Thrivent Small Cap Stock Fund Class S | 2.44% | 2.36% | 3.18% | 0.46% | 9.60% | 11.33% | 1.60% | 8.72% | 15.00% | 6.68% | 4.19% | 8.34% |
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
TSCSX vs. BOSOX - Drawdown Comparison
The maximum TSCSX drawdown since its inception was -56.66%, which is greater than BOSOX's maximum drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for TSCSX and BOSOX.
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Drawdown Indicators
| TSCSX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.66% | -51.32% | -5.34% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -11.89% | -2.42% |
Max Drawdown (5Y)Largest decline over 5 years | -27.04% | -22.36% | -4.68% |
Max Drawdown (10Y)Largest decline over 10 years | -41.63% | -36.79% | -4.84% |
Current DrawdownCurrent decline from peak | -11.36% | -16.07% | +4.71% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -7.26% | -3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 3.82% | +0.14% |
Volatility
TSCSX vs. BOSOX - Volatility Comparison
Thrivent Small Cap Stock Fund Class S (TSCSX) has a higher volatility of 6.31% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that TSCSX'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
| TSCSX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.31% | 4.10% | +2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 12.48% | 10.48% | +2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.16% | 18.96% | +3.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.65% | 17.82% | +3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.08% | 19.56% | +2.52% |