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BOSOX vs VEXPX

Both BOSOX and VEXPX are mutual funds. BOSOX has a lower 5-year return than VEXPX (13.2% vs 19.04%). BOSOX has a higher expense ratio than VEXPX (1% vs 0.41%). Below is the comparison between BOSOX and VEXPX.

BOSOX VEXPX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family Boston Trust Walden Funds N/A
Net Assets $768.60M $4.40B
Expense Ratio 1.00% 0.41%
Management Style active active
Dividend Yield 0.30% 0.11%
Minimum Investment $3,000.00 $3,000.00
YTD Return 13.59% 9.07%
1-Year Return -1.42% -2.38%
3-Year Return 11.54% 16.88%
5-Year Return 13.20% 19.04%
10-Year Return 10.56% 14.10%

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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VEXPX description

The Fund seeks long-term capital growth by investing mainly in stocks of small firms. These tend to be unseasoned firms, but are considered to have superior growth potential. These companies provide little or no dividend income.

VEXPX performance & returns

YTD Return 9.07%
1-Month Return -1.97%
3-Month Return -2.38%
1-Year Return -2.38%
3-Year Return 16.88%
5-Year Return 19.04%
10-Year Return 14.10%
VEXPX expense ratio is 0.41%.

VEXPX holdings

Top 10 Holdings (9.70% of Total Assets)

Name Symbol % Assets
Vanguard Small-Cap ETF VB 1.18%
Insulet Corp PODD 1.08%
Etsy Inc ETSY 1.08%
Burlington Stores Inc BURL 1.00%
Icon PLC ICLR.IR 0.98%
Five9 Inc FIVN 0.98%
DocuSign Inc DOCU 0.91%
Trex Co Inc TREX 0.85%
Trinet Group Inc TNET 0.84%
Wix.com Ltd WIX 0.80%

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