Boston Trust Walden Midcap Fund (WAMFX) 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 WAMFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WAMFX
WAMFX charges 0.99% annually. There are 79 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 | WAMFX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | WAMFX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | WAMFX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | WAMFX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | WAMFX vs VMCIX |
Best Risk-Adjusted Alternatives to WAMFX
WAMFX has a PortfoliosLab risk / return rank of 10. There are 113 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | WAMFX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | WAMFX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | WAMFX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | WAMFX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | WAMFX vs FZAMX |
Top Performing WAMFX Alternatives (YTD)
WAMFX is at 2.40% YTD. There are 118 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | WAMFX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | WAMFX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | WAMFX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | WAMFX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | WAMFX vs FZAMX |
Lowest Volatility Alternatives to WAMFX
WAMFX has 12.04% 1-year volatility. There are 3 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | WAMFX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | WAMFX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | WAMFX vs BTMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | WAMFX vs RSINX | |
| Gotham Enhanced Return Fund | 12.49% | — | May 2013 | WAMFX vs GENIX |
Lowest Drawdown Alternatives to WAMFX
WAMFX has a 1-year max drawdown of -8.38%. There are 25 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 | WAMFX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | WAMFX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | WAMFX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | WAMFX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | WAMFX 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 | 11 | 10.07% | — | — | WAMFX vs BOSOX | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 7 | 3.12% | — | Jun 2012 | WAMFX vs WASMX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 9 | 4.31% | — | Nov 2011 | WAMFX vs BTSMX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 9 | 6.55% | — | Jun 2015 | WAMFX vs WIEFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 20 | 0.98% | — | Oct 2003 | WAMFX vs BTEFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 77 | 8.62% | — | Jun 1999 | WAMFX vs WSEFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 77 | 6.44% | — | Jun 1999 | WAMFX vs WSBFX |
Often Compared With WAMFX
Investors most often compare WAMFX with MISIX, GTSGX, LLSCX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare WAMFX with Any Fund or Stock
Compare WAMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WAMFX with funds that move differently
Boston Trust Walden Midcap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WAMFX.
Explore WAMFX Diversifiers