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BOSOX vs NAESX
BOSOX vs NAESX Comparison
Open Charts BOSOX vs NAESX
Boston Trust Walden Small Cap
Price$17.78
Change-$0.10 (-0.56%)
VolumeN/A
Net Assets1.18B
Vanguard Small Cap Index I
Price$125.81
Change-$1.72 (-1.35%)
VolumeN/A
Net Assets163.34B
BOSOX vs NAESX Comparison Chart in %
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BOSOX vs. NAESX 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 NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. BOSOX (1.18B). NAESX pays higher dividends than BOSOX: NAESX (1.21) vs BOSOX (0.49). BOSOX was incepted earlier than NAESX: BOSOX (20 years) vs NAESX (65 years). BOSOX (1.00) is less costly to investors than NAESX (0.17). BOSOX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BOSOX: NAESX (3000) vs BOSOX (100000). NAESX annual gain was more profitable for investors over the last year : 4.21 vs. BOSOX (-12.80). NAESX return over 5 years is better than : 42.60 vs. BOSOX (20.50).
| BOSOX | NAESX | BOSOX / NAESX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.00 | 0.17 | 588% |
| Fund Existence | 20 years | 65 years | - |
| Gain YTD | -1.443 | 10.991 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 163B | 1% |
| Annual Yield % from dividends | 0.49 | 1.21 | 41% |
| Returns for 1 year | -12.80 | 4.21 | -304% |
| Returns for 3 years | 7.77 | 41.52 | 19% |
| Returns for 5 years | 20.50 | 42.60 | 48% |
| Returns for 10 years | 56.68 | 152.64 | 37% |
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