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BOSOX vs NAESX
BOSOX vs NAESX Comparison
Open Charts BOSOX vs NAESX
Boston Trust Walden Small Cap
Price$17.88
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets1.37B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
BOSOX vs NAESX Comparison Chart in %
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BOSOX vs. NAESX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BOSOX (1.37B). NAESX pays higher dividends than BOSOX: NAESX (1.28) vs BOSOX (0.50). 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 : 12.22 vs. BOSOX (4.67). NAESX return over 5 years is better than : 69.32 vs. BOSOX (50.60).
| 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 | -0.777 | 1.432 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 148B | 1% |
| Annual Yield % from dividends | 0.50 | 1.28 | 39% |
| Returns for 1 year | 4.67 | 12.22 | 38% |
| Returns for 3 years | 17.05 | 37.83 | 45% |
| Returns for 5 years | 50.60 | 69.32 | 73% |
| Returns for 10 years | 25.52 | 108.83 | 23% |
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