Boston Trust Walden SMID Cap Fund (WASMX) 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 WASMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WASMX
WASMX charges 1.00% annually. There are 80 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 | WASMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | WASMX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | WASMX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | WASMX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | WASMX vs FSMAX |
Best Risk-Adjusted Alternatives to WASMX
WASMX has a PortfoliosLab risk / return rank of 8. There are 116 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | WASMX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | WASMX vs VSEQX | |
| Destinations Small-Mid Cap Equity Fund | 81 | — | Mar 2017 | WASMX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 81 | — | Aug 2013 | WASMX vs FZAMX | |
| Gotham Enhanced Return Fund | 81 | — | May 2013 | WASMX vs GENIX |
Top Performing WASMX Alternatives (YTD)
WASMX is at 6.28% YTD. There are 115 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.08% | — | Jan 2005 | WASMX vs PFSLX | |
| 13D Activist Fund | 31.93% | — | Dec 2011 | WASMX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 31.25% | — | Aug 2015 | WASMX vs FZFLX | |
| Hodges Fund | 28.60% | — | Oct 1992 | WASMX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 25.16% | — | Aug 2013 | WASMX vs FZAMX |
Lowest Volatility Alternatives to WASMX
WASMX has 13.69% 1-year volatility. There are 20 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | WASMX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | WASMX vs TLVAX | |
| Boston Trust Midcap Fund | 11.81% | — | — | WASMX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | WASMX vs WAMFX | |
| Victory RS Investors Fund | 11.97% | — | Nov 2005 | WASMX vs RSINX |
Lowest Drawdown Alternatives to WASMX
WASMX has a 1-year max drawdown of -11.38%. There are 97 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 | WASMX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | WASMX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | WASMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | WASMX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | WASMX vs DNLDX |
Other Mutual Funds from Boston Trust Walden
The 6 most viewed Boston Trust Walden mutual funds shown here include BOSOX, BTSMX, WIEFX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Boston Trust Small Cap Fund | Small Cap Blend Equities | 13 | 12.73% | — | — | WASMX vs BOSOX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 12 | 7.85% | — | Nov 2011 | WASMX vs BTSMX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 12 | 8.36% | — | Jun 2015 | WASMX vs WIEFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 23 | 4.04% | — | Oct 2003 | WASMX vs BTEFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 79 | 10.25% | — | Jun 1999 | WASMX vs WSEFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 76 | 6.88% | — | Jun 1999 | WASMX vs WSBFX |
Often Compared With WASMX
Investors most often compare WASMX with SMIG, PARMX, IWR. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare WASMX with Any Fund or Stock
Compare WASMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WASMX with funds that move differently
Boston Trust Walden SMID Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WASMX.
Explore WASMX Diversifiers