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 250 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 International Growth Fund | 0.01% | — | Dec 2009 | WIEFX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | WIEFX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | WIEFX vs FSOSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | WIEFX vs FSGEX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | WIEFX vs FHLFX |
Best Risk-Adjusted Alternatives to WIEFX
WIEFX has a PortfoliosLab risk / return rank of 33. There are 328 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 98 | — | Jul 1998 | WIEFX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | WIEFX vs SAHMX | |
| Touchstone International Equity Fund | 94 | — | Mar 1993 | WIEFX vs SWRLX | |
| PIMCO RAE PLUS International Fund | 94 | — | Sep 2011 | WIEFX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | WIEFX vs VIHAX |
Top Performing WIEFX Alternatives (YTD)
WIEFX is at 11.36% YTD. There are 252 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.49% | — | Dec 2004 | WIEFX vs DCINX | |
| Fidelity SAI International SMA Completion Fund | 22.43% | — | Apr 2019 | WIEFX vs FISZX | |
| Touchstone International Equity Fund | 21.94% | — | Mar 1993 | WIEFX vs SWRLX | |
| GMO Tax-Managed International Equities Fund | 21.28% | — | Jul 1998 | WIEFX vs GTMIX | |
| GMO International Developed Equity Allocation Fund | 21.04% | — | Jun 2006 | WIEFX vs GIOTX |
Lowest Volatility Alternatives to WIEFX
WIEFX has 13.56% 1-year volatility. There are 57 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 7.51% | — | Nov 1997 | WIEFX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 7.52% | — | Sep 1996 | WIEFX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class Z | 7.53% | — | Feb 2017 | WIEFX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.54% | — | Apr 1990 | WIEFX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.54% | — | Jul 1995 | WIEFX vs FAOIX |
Lowest Drawdown Alternatives to WIEFX
WIEFX has a 1-year max drawdown of -8.86%. There are 27 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 A | -7.29% | — | Sep 1996 | WIEFX vs FAOAX |
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 | 37 | 15.62% | — | — | WIEFX vs BOSOX | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 25 | 10.47% | — | Jun 2012 | WIEFX vs WASMX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 32 | 11.51% | — | Nov 2011 | WIEFX vs BTSMX | |
| Boston Trust Midcap Fund | Mid Cap Blend Equities | 27 | 8.89% | — | — | WIEFX vs BTMFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 90 | 12.87% | — | Jun 1999 | WIEFX vs WSEFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 54 | 8.82% | — | Oct 2003 | WIEFX vs BTEFX | |
| Boston Trust Walden Midcap Fund | Mid Cap Blend Equities | 28 | 9.57% | — | Aug 2011 | WIEFX vs WAMFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 85 | 8.28% | — | Jun 1999 | WIEFX vs WSBFX |
Often Compared With WIEFX
Investors most often compare WIEFX with BRXIX, TEQAX, VFIAX. These 20 comparison targets span 6 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