VSFAX vs. BOSOX

In the year-to-date period, VSFAX achieves a -6.24% return, which is significantly lower than BOSOX's -4.72% return. Over the past 10 years, VSFAX has underperformed BOSOX with an annualized return of 6.54%, while BOSOX has yielded a comparatively higher 9.02% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VSFAX has a 1.14% expense ratio, which is higher than BOSOX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Clover Small Value Fund (VSFAX) 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.

The current VSFAX Sharpe Ratio is 0.05, which is lower than the BOSOX Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of VSFAX and BOSOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSFAX's dividend yield for the trailing twelve months is around 11.43%, more than BOSOX's 6.84% yield.

The maximum VSFAX drawdown since its inception was -46.03%, smaller than the maximum BOSOX drawdown of -53.78%. Use the drawdown chart below to compare losses from any high point for VSFAX and BOSOX.

Federated Hermes Clover Small Value Fund (VSFAX) has a higher volatility of 6.12% compared to Boston Trust Small Cap Fund (BOSOX) at 5.64%. This indicates that VSFAX'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.