Boston Trust Midcap Fund (BTMFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BTMFX
BTMFX charges 1.00% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among BTMFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | BTMFX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | BTMFX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | BTMFX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | BTMFX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | BTMFX vs VEMPX |
Best Risk-Adjusted Alternatives to BTMFX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | BTMFX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | BTMFX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | BTMFX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | BTMFX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | BTMFX vs BIGTX |
Top Performing BTMFX Alternatives (YTD)
BTMFX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | BTMFX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | BTMFX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | BTMFX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | BTMFX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | BTMFX vs FTSIX |
Lowest Volatility Alternatives to BTMFX
BTMFX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | BTMFX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | BTMFX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | BTMFX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | BTMFX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | BTMFX vs GABVX |
Lowest Drawdown Alternatives to BTMFX
BTMFX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | BTMFX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | BTMFX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | BTMFX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | BTMFX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | BTMFX vs KMVAX |
Other Mutual Funds from Boston Trust Walden
Most popular Boston Trust Walden mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Boston Trust Small Cap Fund | Small Cap Blend Equities | 3 | -4.10% | — | BTMFX vs BOSOX | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 3 | -6.45% | Jun 28, 2012 | BTMFX vs WASMX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 5 | -3.82% | Nov 30, 2011 | BTMFX vs BTSMX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 17 | -5.64% | Oct 1, 2003 | BTMFX vs BTEFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 33 | -5.95% | Jun 18, 1999 | BTMFX vs WSEFX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 14 | -2.50% | Jun 9, 2015 | BTMFX vs WIEFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 41 | -3.68% | Jun 17, 1999 | BTMFX vs WSBFX | |
| Boston Trust Walden Midcap Fund | Mid Cap Blend Equities | 8 | -4.10% | Aug 1, 2011 | BTMFX vs WAMFX |
Often Compared With BTMFX
What investors most often compare with BTMFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 40 | -6.55% | Mar 16, 1994 | BTMFX vs NBSRX | |
| Fidelity Mid-Cap Stock Fund | Mid Cap Blend Equities | 61 | 1.46% | Mar 29, 1994 | BTMFX vs FMCSX | |
| S&P 500 Index | 74 | -4.63% | — | BTMFX vs ^GSPC |
Compare BTMFX with Any Fund or Stock
Compare BTMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.