BOSOX
Price
$17.78
Change
-$0.10 (-0.56%)
Updated
Dec 12 closing price
Net Assets
1.18B
DFSTX
Price
$53.52
Change
-$0.60 (-1.11%)
Updated
Dec 12 closing price
Net Assets
17.55B
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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$17.78
Change-$0.10 (-0.56%)
VolumeN/A
Net Assets1.18B
DFA US Small Cap I
Price$53.52
Change-$0.60 (-1.11%)
VolumeN/A
Net Assets17.55B
BOSOX vs DFSTX Comparison Chart in %
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BOSOX vs. DFSTX commentary
Dec 14, 2025

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 Buy and DFSTX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. BOSOX (1.18B). DFSTX pays higher dividends than BOSOX: DFSTX (1.05) vs BOSOX (0.49). 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 : 4.38 vs. BOSOX (-12.80). DFSTX return over 5 years is better than : 50.55 vs. BOSOX (20.50).
BOSOXDFSTXBOSOX / DFSTX
Total Expense Ratio1.000.27370%
Annual Report Gross Expense Ratio1.000.28357%
Fund Existence20 years34 years-
Gain YTD-1.44311.572-12%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.18B17.5B7%
Annual Yield % from dividends0.491.0547%
Returns for 1 year-12.804.38-292%
Returns for 3 years7.7740.7019%
Returns for 5 years20.5050.5541%
Returns for 10 years56.6892.2761%
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