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BOSOX vs VSGAX

Both BOSOX and VSGAX are mutual funds. BOSOX has a lower 5-year return than VSGAX (13.2% vs 17.36%). BOSOX has a higher expense ratio than VSGAX (1% vs 0.07%). Below is the comparison between BOSOX and VSGAX.

BOSOX VSGAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family Boston Trust Walden Funds Vanguard
Net Assets $768.60M $17.58B
Expense Ratio 1.00% 0.07%
Management Style active passive (index-based)
Dividend Yield 0.30% 0.45%
Minimum Investment $3,000.00 $10,000.00
YTD Return 13.59% 3.31%
1-Year Return -1.42% -3.25%
3-Year Return 11.54% 15.76%
5-Year Return 13.20% 17.36%
10-Year Return 10.56% 13.27%

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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VSGAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization growth stocks. The Fund employs an indexing investment approach designed to track the performance of CRSP US Small Cap Growth Index by investing all of its assets in the stocks that make up the Index.

VSGAX performance & returns

YTD Return 3.31%
1-Month Return -2.12%
3-Month Return -3.25%
1-Year Return -3.25%
3-Year Return 15.76%
5-Year Return 17.36%
10-Year Return 13.27%
VSGAX expense ratio is 0.07%.

VSGAX holdings

Top 10 Holdings (7.80% of Total Assets)

Name Symbol % Assets
Immunomedics Inc N/A 0.97%
Horizon Therapeutics PLC HZNP 0.93%
Insulet Corp PODD 0.85%
Etsy Inc ETSY 0.79%
Catalent Inc CTLT 0.76%
Zebra Technologies Corp ZBRA 0.74%
Teradyne Inc TER 0.72%
Pool Corp POOL 0.70%
HubSpot Inc HUBS 0.69%
Monolithic Power Systems Inc MPWR 0.65%

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