Boston Trust Walden Balanced Fund (WSBFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WSBFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WSBFX
WSBFX charges 1.00% annually. There are 414 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | WSBFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | WSBFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | WSBFX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | WSBFX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | WSBFX vs VTMFX |
Best Risk-Adjusted Alternatives to WSBFX
WSBFX has a PortfoliosLab risk / return rank of 85. There are 63 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | WSBFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | WSBFX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | WSBFX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | WSBFX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | WSBFX vs AYBLX |
Top Performing WSBFX Alternatives (YTD)
WSBFX is at 8.28% YTD. There are 206 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | WSBFX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | WSBFX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | WSBFX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | WSBFX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | WSBFX vs DGIFX |
Lowest Volatility Alternatives to WSBFX
WSBFX has 8.23% 1-year volatility. There are 216 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | WSBFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | WSBFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | WSBFX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | WSBFX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | WSBFX vs CSTAX |
Lowest Drawdown Alternatives to WSBFX
WSBFX has a 1-year max drawdown of -6.31%. There are 266 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | WSBFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | WSBFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | WSBFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | WSBFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | WSBFX vs CSTAX |
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% | — | — | WSBFX vs BOSOX | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 25 | 10.47% | — | Jun 2012 | WSBFX vs WASMX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 32 | 11.51% | — | Nov 2011 | WSBFX vs BTSMX | |
| Boston Trust Midcap Fund | Mid Cap Blend Equities | 27 | 8.89% | — | — | WSBFX vs BTMFX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 33 | 11.36% | — | Jun 2015 | WSBFX vs WIEFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 90 | 12.87% | — | Jun 1999 | WSBFX vs WSEFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 54 | 8.82% | — | Oct 2003 | WSBFX vs BTEFX | |
| Boston Trust Walden Midcap Fund | Mid Cap Blend Equities | 28 | 9.57% | — | Aug 2011 | WSBFX vs WAMFX |
Often Compared With WSBFX
Investors most often compare WSBFX with AAAAX, CONWX, PUDZX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare WSBFX with Any Fund or Stock
Compare WSBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WSBFX with funds that move differently
Boston Trust Walden Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WSBFX.
Explore WSBFX Diversifiers