Boston Trust Walden International Equity Fund (WIEFX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WIEFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WIEFX
WIEFX charges 0.94% annually. There are 239 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | WIEFX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | WIEFX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | WIEFX vs FHLFX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | WIEFX vs FIGSX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | WIEFX vs FSOSX |
Best Risk-Adjusted Alternatives to WIEFX
WIEFX has a PortfoliosLab risk / return rank of 8. There are 386 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 91 | — | Mar 1993 | WIEFX vs SWRLX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | WIEFX vs GTMIX | |
| American Beacon Tocqueville International Value Fu... | 90 | — | Aug 1994 | WIEFX vs TIVFX | |
| SA International Value Fund | 89 | — | Aug 1999 | WIEFX vs SAHMX | |
| Thornburg Global Opportunities Fund | 89 | — | Jul 2006 | WIEFX vs THOIX |
Top Performing WIEFX Alternatives (YTD)
WIEFX is at 5.24% YTD. There are 337 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 33.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 33.96% | — | Aug 1994 | WIEFX vs TIVFX | |
| Calamos International Growth Fund | 29.92% | — | Mar 2005 | WIEFX vs CIGIX | |
| Lord Abbett International Growth Fund | 26.27% | — | Jun 2021 | WIEFX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 26.14% | — | Apr 2019 | WIEFX vs FISZX | |
| John Hancock International Dynamic Growth Fund | 25.48% | — | May 2019 | WIEFX vs JIJIX |
Lowest Volatility Alternatives to WIEFX
WIEFX has 13.77% 1-year volatility. There are 61 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.75%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.75% | — | Feb 2017 | WIEFX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class C | 8.75% | — | Nov 1997 | WIEFX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | WIEFX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.77% | — | Jul 1995 | WIEFX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.77% | — | Apr 1990 | WIEFX vs FAERX |
Lowest Drawdown Alternatives to WIEFX
WIEFX has a 1-year max drawdown of -8.86%. There are 26 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | WIEFX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | WIEFX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | WIEFX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | WIEFX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | WIEFX vs FAERX |
Other Mutual Funds from Boston Trust Walden
The 8 most viewed Boston Trust Walden mutual funds shown here include BOSOX, WASMX, BTSMX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Boston Trust Small Cap Fund | Small Cap Blend Equities | 10 | 9.65% | — | — | WIEFX vs BOSOX | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 6 | 2.71% | — | Jun 2012 | WIEFX vs WASMX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 8 | 4.11% | — | Nov 2011 | WIEFX vs BTSMX | |
| Boston Trust Midcap Fund | Mid Cap Blend Equities | 8 | 1.96% | — | — | WIEFX vs BTMFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 19 | 0.96% | — | Oct 2003 | WIEFX vs BTEFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 72 | 7.47% | — | Jun 1999 | WIEFX vs WSEFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 71 | 5.48% | — | Jun 1999 | WIEFX vs WSBFX | |
| Boston Trust Walden Midcap Fund | Mid Cap Blend Equities | 9 | 2.27% | — | Aug 2011 | WIEFX vs WAMFX |
Often Compared With WIEFX
Investors most often compare WIEFX with BRXIX, TEQAX, VFIAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare WIEFX with Any Fund or Stock
Compare WIEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WIEFX with funds that move differently
Boston Trust Walden International Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WIEFX.
Explore WIEFX Diversifiers