Boston Trust SMID Cap Fund (BTSMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BTSMX
BTSMX charges 0.75% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among BTSMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | BTSMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | BTSMX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | BTSMX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | BTSMX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | BTSMX vs VEMPX |
Best Risk-Adjusted Alternatives to BTSMX
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 | — | BTSMX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | BTSMX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | BTSMX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | BTSMX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | BTSMX vs BIGTX |
Top Performing BTSMX Alternatives (YTD)
BTSMX 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 | BTSMX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | BTSMX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | BTSMX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | BTSMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | BTSMX vs FTSIX |
Lowest Volatility Alternatives to BTSMX
BTSMX 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 | BTSMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | BTSMX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | BTSMX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | BTSMX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | BTSMX vs GABVX |
Lowest Drawdown Alternatives to BTSMX
BTSMX 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 | BTSMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | BTSMX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | BTSMX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | BTSMX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | BTSMX 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% | — | BTSMX vs BOSOX | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 3 | -6.45% | Jun 28, 2012 | BTSMX vs WASMX | |
| Boston Trust Midcap Fund | Mid Cap Blend Equities | 8 | -3.57% | — | BTSMX vs BTMFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 17 | -5.64% | Oct 1, 2003 | BTSMX vs BTEFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 33 | -5.95% | Jun 18, 1999 | BTSMX vs WSEFX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 14 | -2.50% | Jun 9, 2015 | BTSMX vs WIEFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 41 | -3.68% | Jun 17, 1999 | BTSMX vs WSBFX | |
| Boston Trust Walden Midcap Fund | Mid Cap Blend Equities | 8 | -4.10% | Aug 1, 2011 | BTSMX vs WAMFX |
Often Compared With BTSMX
What investors most often compare with BTSMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco S&P MidCap Quality ETF | Mid Cap Blend Equities | 42 | 1.08% | Dec 1, 2006 | BTSMX vs XMHQ | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | BTSMX vs FXAIX | |
| Destinations Small-Mid Cap Equity Fund | Mid Cap Blend Equities | 64 | 0.28% | Mar 20, 2017 | BTSMX vs DSMFX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | BTSMX vs GTSGX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | BTSMX vs FZFLX |
Compare BTSMX with Any Fund or Stock
Compare BTSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.