Boston Trust Equity Fund (BTEFX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BTEFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BTEFX
BTEFX charges 0.85% annually. There are 254 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | BTEFX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | BTEFX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | BTEFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | BTEFX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | BTEFX vs SSSYX |
Best Risk-Adjusted Alternatives to BTEFX
BTEFX has a PortfoliosLab risk / return rank of 31. There are 316 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | BTEFX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | BTEFX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | BTEFX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | BTEFX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | BTEFX vs VPMAX |
Top Performing BTEFX Alternatives (YTD)
BTEFX is at 5.62% YTD. There are 354 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | BTEFX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | BTEFX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | BTEFX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | BTEFX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | BTEFX vs VPMAX |
Lowest Volatility Alternatives to BTEFX
BTEFX has 10.02% 1-year volatility. There are 18 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | BTEFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | BTEFX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | BTEFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | BTEFX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | BTEFX vs JEPIX |
Lowest Drawdown Alternatives to BTEFX
BTEFX has a 1-year max drawdown of -8.42%. There are 68 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | BTEFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | BTEFX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | BTEFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | BTEFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | BTEFX vs QUERX |
Other Mutual Funds from Boston Trust Walden
The 8 most viewed Boston Trust Walden mutual funds shown here include BOSOX, WASMX, BTSMX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Boston Trust Small Cap Fund | Small Cap Blend Equities | 19 | 12.97% | — | — | BTEFX vs BOSOX | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 12 | 6.65% | — | Jun 2012 | BTEFX vs WASMX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 18 | 8.14% | — | Nov 2011 | BTEFX vs BTSMX | |
| Boston Trust Midcap Fund | Mid Cap Blend Equities | 15 | 5.23% | — | — | BTEFX vs BTMFX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 18 | 9.68% | — | Jun 2015 | BTEFX vs WIEFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 83 | 11.24% | — | Jun 1999 | BTEFX vs WSEFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 80 | 7.27% | — | Jun 1999 | BTEFX vs WSBFX | |
| Boston Trust Walden Midcap Fund | Mid Cap Blend Equities | 15 | 5.65% | — | Aug 2011 | BTEFX vs WAMFX |
Often Compared With BTEFX
Investors most often compare BTEFX with PRBLX, DHAMX, MUHLX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare BTEFX with Any Fund or Stock
Compare BTEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BTEFX with funds that move differently
Boston Trust Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BTEFX.
Explore BTEFX Diversifiers