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BOSOX vs PRDSX

Both BOSOX and PRDSX are mutual funds. BOSOX has a lower 5-year return than PRDSX (13.2% vs 15.36%). BOSOX has a higher expense ratio than PRDSX (1% vs 0.78%). Below is the comparison between BOSOX and PRDSX.

BOSOX PRDSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family Boston Trust Walden Funds T. Rowe Price
Net Assets $768.60M $5.74B
Expense Ratio 1.00% 0.78%
Management Style active active
Dividend Yield 0.30% 0.00%
Minimum Investment $3,000.00 $2,500.00
YTD Return 13.59% 2.91%
1-Year Return -1.42% -5.03%
3-Year Return 11.54% 12.38%
5-Year Return 13.20% 15.36%
10-Year Return 10.56% 13.46%

BOSOX description

The Fund seeks long-term growth of capital. The Fund achieves this objective by investing at least 80% if its assets in equity securities of small capitalization companies. The Fund defines small cap issuers as those with market caps within the range encompassed by the Russell 2000 Index at the time of purchase.

BOSOX performance & returns

YTD Return 13.59%
1-Month Return -2.90%
3-Month Return -1.42%
1-Year Return -1.42%
3-Year Return 11.54%
5-Year Return 13.20%
10-Year Return 10.56%
BOSOX expense ratio is 1%.

BOSOX holdings

Top 10 Holdings (19.82% of Total Assets)

Name Symbol % Assets
Dunkin' Brands Group Inc DNKN 2.58%
Power Integrations Inc POWI 2.13%
NIC Inc EGOV 2.12%
Manhattan Associates Inc MANH 1.92%
Hill-Rom Holdings Inc HRC 1.91%
Cantel Medical Corp CMD 1.87%
Lincoln Electric Holdings Inc LECO 1.84%
Medpace Holdings Inc MEDP 1.82%
CorVel Corp CRVL 1.82%
CoreSite Realty Corp COR 1.81%

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PRDSX description

The Fund seeks long-term growth of capital by investing primarily in common stocks of small growth companies. The Fund will normally invest at least 80% of its net assets in small-cap growth companies. The Fund seeks to invest in a broadly diversified portfolio of securities.

PRDSX performance & returns

YTD Return 2.91%
1-Month Return -2.21%
3-Month Return -5.03%
1-Year Return -5.03%
3-Year Return 12.38%
5-Year Return 15.36%
10-Year Return 13.46%
PRDSX expense ratio is 0.78%.

PRDSX holdings

Top 10 Holdings (9.67% of Total Assets)

Name Symbol % Assets
Generac Holdings Inc GNRC 1.27%
Boston Beer Co Inc Class A SAM 1.21%
Entegris Inc ENTG 1.15%
Monolithic Power Systems Inc MPWR 0.93%
Casey's General Stores Inc CASY 0.88%
Cable One Inc CABO 0.88%
Immunomedics Inc N/A 0.86%
Churchill Downs Inc CHDN 0.84%
Helen Of Troy Ltd HELE 0.83%
Fair Isaac Corp FICO 0.82%

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