BOSOX
Price
$17.46
Change
+$0.07 (+0.40%)
Updated
Jan 14 closing price
Net Assets
1.14B
DFSTX
Price
$55.40
Change
+$0.25 (+0.45%)
Updated
Jan 14 closing price
Net Assets
18.08B
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BOSOX vs DFSTX

Header iconBOSOX vs DFSTX Comparison
Open Charts BOSOX vs DFSTXBanner chart's image
Boston Trust Walden Small Cap
Price$17.46
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets1.14B
DFA US Small Cap I
Price$55.40
Change+$0.25 (+0.45%)
VolumeN/A
Net Assets18.08B
BOSOX vs DFSTX Comparison Chart in %
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BOSOX vs. DFSTX commentary
Jan 16, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BOSOX is a Hold and DFSTX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. BOSOX (1.14B). DFSTX pays higher dividends than BOSOX: DFSTX (1.08) vs BOSOX (0.00). BOSOX was incepted earlier than DFSTX: BOSOX (20 years) vs DFSTX (34 years). BOSOX (1.00) is less costly to investors than DFSTX (0.28). BOSOX is a more actively managed with annual turnover of: 33.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than BOSOX: DFSTX (0) vs BOSOX (100000). DFSTX annual gain was more profitable for investors over the last year : 13.84 vs. BOSOX (-3.43). DFSTX return over 5 years is better than : 40.65 vs. BOSOX (11.09).
BOSOXDFSTXBOSOX / DFSTX
Total Expense Ratio1.000.27370%
Annual Report Gross Expense Ratio1.000.28357%
Fund Existence20 years34 years-
Gain YTD5.3085.96889%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B18.1B6%
Annual Yield % from dividends0.001.08-
Returns for 1 year-3.4313.84-25%
Returns for 3 years7.2739.2219%
Returns for 5 years11.0940.6527%
Returns for 10 years66.84127.8252%
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