Boston Trust Walden Midcap Fund (WAMFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WAMFX
WAMFX charges 0.99% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among WAMFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | WAMFX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | WAMFX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | WAMFX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | WAMFX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | WAMFX vs VEMPX |
Best Risk-Adjusted Alternatives to WAMFX
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 | — | WAMFX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | WAMFX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | WAMFX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | WAMFX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | WAMFX vs BIGTX |
Top Performing WAMFX Alternatives (YTD)
WAMFX 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 | WAMFX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | WAMFX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | WAMFX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | WAMFX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | WAMFX vs FTSIX |
Lowest Volatility Alternatives to WAMFX
WAMFX 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 | WAMFX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | WAMFX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | WAMFX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | WAMFX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | WAMFX vs GABVX |
Lowest Drawdown Alternatives to WAMFX
WAMFX 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 | WAMFX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | WAMFX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | WAMFX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | WAMFX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | WAMFX 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% | — | WAMFX vs BOSOX | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 3 | -6.45% | Jun 28, 2012 | WAMFX vs WASMX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 5 | -3.82% | Nov 30, 2011 | WAMFX vs BTSMX | |
| Boston Trust Midcap Fund | Mid Cap Blend Equities | 8 | -3.57% | — | WAMFX vs BTMFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 17 | -5.64% | Oct 1, 2003 | WAMFX vs BTEFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 33 | -5.95% | Jun 18, 1999 | WAMFX vs WSEFX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 14 | -2.50% | Jun 9, 2015 | WAMFX vs WIEFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 41 | -3.68% | Jun 17, 1999 | WAMFX vs WSBFX |
Often Compared With WAMFX
What investors most often compare with WAMFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | WAMFX vs GTSGX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | WAMFX vs FZFLX |
Compare WAMFX with Any Fund or Stock
Compare WAMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.