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BOSOX vs VSGIX

Both BOSOX and VSGIX are mutual funds. BOSOX has a lower 5-year return than VSGIX (13.79% vs 17.83%). BOSOX has a higher expense ratio than VSGIX (1% vs 0.06%). Below is the comparison between BOSOX and VSGIX.

BOSOX VSGIX
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 $3.99B
Expense Ratio 1.00% 0.06%
Management Style active passive (index-based)
Dividend Yield 0.30% 0.46%
Minimum Investment $3,000.00 $5,000,000.00
YTD Return 17.64% 7.26%
1-Year Return 2.27% 0.70%
3-Year Return 13.02% 18.38%
5-Year Return 13.79% 17.83%
10-Year Return 11.32% 14.20%

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 17.64%
1-Month Return 1.12%
3-Month Return 2.27%
1-Year Return 2.27%
3-Year Return 13.02%
5-Year Return 13.79%
10-Year Return 11.32%
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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VSGIX 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.

VSGIX performance & returns

YTD Return 7.26%
1-Month Return -1.16%
3-Month Return 0.70%
1-Year Return 0.70%
3-Year Return 18.38%
5-Year Return 17.83%
10-Year Return 14.20%
VSGIX expense ratio is 0.06%.

VSGIX 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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