VSGIX vs. BOSOX
Compare and contrast key facts about Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) and Boston Trust Small Cap Fund (BOSOX).
VSGIX is managed by Vanguard. It was launched on May 24, 2000. BOSOX is managed by Boston Trust Walden.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGIX or BOSOX.
Correlation
The correlation between VSGIX and BOSOX is 0.91, 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.
Performance
VSGIX vs. BOSOX - Performance Comparison
Key characteristics
VSGIX:
0.78
BOSOX:
0.44
VSGIX:
1.16
BOSOX:
0.74
VSGIX:
1.14
BOSOX:
1.09
VSGIX:
0.68
BOSOX:
0.46
VSGIX:
3.48
BOSOX:
1.27
VSGIX:
4.10%
BOSOX:
5.92%
VSGIX:
18.21%
BOSOX:
17.13%
VSGIX:
-58.66%
BOSOX:
-53.78%
VSGIX:
-8.09%
BOSOX:
-13.49%
Returns By Period
In the year-to-date period, VSGIX achieves a -0.33% return, which is significantly lower than BOSOX's 0.17% return. Over the past 10 years, VSGIX has outperformed BOSOX with an annualized return of 8.54%, while BOSOX has yielded a comparatively lower 2.26% annualized return.
VSGIX
-0.33%
-5.27%
6.52%
13.29%
6.73%
8.54%
BOSOX
0.17%
-2.85%
-1.89%
7.03%
4.90%
2.26%
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VSGIX vs. BOSOX - Expense Ratio Comparison
VSGIX has a 0.06% expense ratio, which is lower than BOSOX's 1.00% expense ratio.
Risk-Adjusted Performance
VSGIX vs. BOSOX — Risk-Adjusted Performance Rank
VSGIX
BOSOX
VSGIX vs. BOSOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) 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.
Dividends
VSGIX vs. BOSOX - Dividend Comparison
VSGIX's dividend yield for the trailing twelve months is around 0.55%, more than BOSOX's 0.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.55% | 0.55% | 0.69% | 0.56% | 0.37% | 0.45% | 0.58% | 0.80% | 0.82% | 1.09% | 0.98% | 1.02% |
BOSOX Boston Trust Small Cap Fund | 0.51% | 0.51% | 0.46% | 0.35% | 0.28% | 0.50% | 0.46% | 0.56% | 0.55% | 0.96% | 0.48% | 0.09% |
Drawdowns
VSGIX vs. BOSOX - Drawdown Comparison
The maximum VSGIX drawdown since its inception was -58.66%, which is greater than BOSOX's maximum drawdown of -53.78%. Use the drawdown chart below to compare losses from any high point for VSGIX and BOSOX. For additional features, visit the drawdowns tool.
Volatility
VSGIX vs. BOSOX - Volatility Comparison
Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) has a higher volatility of 5.34% compared to Boston Trust Small Cap Fund (BOSOX) at 3.75%. This indicates that VSGIX'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.