Boston Trust Midcap Fund (BTMFX) belongs to the Mid 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 BTMFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BTMFX
BTMFX charges 1.00% annually. There are 80 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | BTMFX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | BTMFX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | BTMFX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | BTMFX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | BTMFX vs VEMPX |
Best Risk-Adjusted Alternatives to BTMFX
BTMFX has a PortfoliosLab risk / return rank of 13. There are 109 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | BTMFX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | BTMFX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | BTMFX vs GENIX | |
| Hartford Schroders US MidCap Opportunities Fund | 82 | — | Mar 2006 | BTMFX vs SMDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | BTMFX vs FZAMX |
Top Performing BTMFX Alternatives (YTD)
BTMFX is at 5.67% YTD. There are 118 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 38.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 38.67% | — | Jan 2005 | BTMFX vs PFSLX | |
| 13D Activist Fund | 31.49% | — | Dec 2011 | BTMFX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 28.35% | — | Aug 2015 | BTMFX vs FZFLX | |
| Hodges Fund | 26.39% | — | Oct 1992 | BTMFX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 23.49% | — | Aug 2013 | BTMFX vs FZAMX |
Lowest Volatility Alternatives to BTMFX
BTMFX has 11.79% 1-year volatility. There are 2 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.70% | — | Dec 2002 | BTMFX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.74% | — | Jul 1999 | BTMFX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.91% | — | Aug 2011 | BTMFX vs WAMFX | |
| Victory RS Investors Fund | 12.00% | — | Nov 2005 | BTMFX vs RSINX | |
| Gotham Enhanced Return Fund | 12.57% | — | May 2013 | BTMFX vs GENIX |
Lowest Drawdown Alternatives to BTMFX
BTMFX has a 1-year max drawdown of -7.79%. There are 10 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | BTMFX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | BTMFX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | BTMFX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | BTMFX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | BTMFX vs DNLDX |
Other Mutual Funds from Boston Trust Walden
The 7 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 | 15 | 12.61% | — | — | BTMFX vs BOSOX | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 9 | 6.37% | — | Jun 2012 | BTMFX vs WASMX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 14 | 8.06% | — | Nov 2011 | BTMFX vs BTSMX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 14 | 8.43% | — | Jun 2015 | BTMFX vs WIEFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 27 | 4.87% | — | Oct 2003 | BTMFX vs BTEFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 80 | 10.39% | — | Jun 1999 | BTMFX vs WSEFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 78 | 6.92% | — | Jun 1999 | BTMFX vs WSBFX |
Often Compared With BTMFX
Investors most often compare BTMFX with AVEMX, NBSRX, FMCSX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare BTMFX with Any Fund or Stock
Compare BTMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BTMFX with funds that move differently
Boston Trust Midcap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BTMFX.
Explore BTMFX Diversifiers