Boston Trust SMID Cap Fund (BTSMX) 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 BTSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BTSMX
BTSMX charges 0.75% annually. There are 42 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | BTSMX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | BTSMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | BTSMX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | BTSMX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | BTSMX vs VEMPX |
Best Risk-Adjusted Alternatives to BTSMX
BTSMX has a PortfoliosLab risk / return rank of 27. There are 101 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 91 | — | Jan 2005 | BTSMX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | BTSMX vs GENIX | |
| Vanguard Strategic Equity Fund | 87 | 12.20B | Aug 1995 | BTSMX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | BTSMX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 83 | — | Oct 2023 | BTSMX vs FTHMX |
Top Performing BTSMX Alternatives (YTD)
BTSMX is at 10.33% YTD. There are 103 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.75% | — | Jan 2005 | BTSMX vs PFSLX | |
| 13D Activist Fund | 30.77% | — | Dec 2011 | BTSMX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.34% | — | Aug 2015 | BTSMX vs FZFLX | |
| Tarkio Fund | 22.55% | — | Jun 2011 | BTSMX vs TARKX | |
| Hodges Fund | 21.87% | — | Oct 1992 | BTSMX vs HDPMX |
Lowest Volatility Alternatives to BTSMX
BTSMX has 12.55% 1-year volatility. There are 6 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.67% | — | Dec 2002 | BTSMX vs GWSAX | |
| Boston Trust Midcap Fund | 11.72% | — | — | BTSMX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | BTSMX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.86% | — | Aug 2011 | BTSMX vs WAMFX | |
| Victory RS Investors Fund | 12.01% | — | Nov 2005 | BTSMX vs RSINX |
Lowest Drawdown Alternatives to BTSMX
BTSMX has a 1-year max drawdown of -8.74%. There are 34 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 | BTSMX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | BTSMX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | BTSMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | BTSMX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | BTSMX vs DNLDX |
Other Mutual Funds from Boston Trust Walden
The 6 most viewed Boston Trust Walden mutual funds shown here include BOSOX, WASMX, WIEFX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Boston Trust Small Cap Fund | Small Cap Blend Equities | 29 | 13.93% | — | — | BTSMX vs BOSOX | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 20 | 9.08% | — | Jun 2012 | BTSMX vs WASMX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 35 | 10.92% | — | Jun 2015 | BTSMX vs WIEFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 85 | 11.57% | — | Jun 1999 | BTSMX vs WSEFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 37 | 7.40% | — | Oct 2003 | BTSMX vs BTEFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 81 | 7.40% | — | Jun 1999 | BTSMX vs WSBFX |
Often Compared With BTSMX
Investors most often compare BTSMX with XMHQ, FXAIX, DSMFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BTSMX with Any Fund or Stock
Compare BTSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BTSMX with funds that move differently
Boston Trust SMID Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BTSMX.
Explore BTSMX Diversifiers