Boston Trust Walden Balanced Fund (WSBFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WSBFX
WSBFX charges 1.00% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among WSBFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | WSBFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | WSBFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | WSBFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | WSBFX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | WSBFX vs MAANX |
Best Risk-Adjusted Alternatives to WSBFX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | WSBFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | WSBFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | WSBFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | WSBFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | WSBFX vs PMAIX |
Top Performing WSBFX Alternatives (YTD)
WSBFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | WSBFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | WSBFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | WSBFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | WSBFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | WSBFX vs CONWX |
Lowest Volatility Alternatives to WSBFX
WSBFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | WSBFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | WSBFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | WSBFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | WSBFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | WSBFX vs SICIX |
Lowest Drawdown Alternatives to WSBFX
WSBFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | WSBFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | WSBFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | WSBFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | WSBFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | WSBFX vs SICIX |
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% | — | WSBFX vs BOSOX | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 3 | -6.45% | Jun 28, 2012 | WSBFX vs WASMX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 5 | -3.82% | Nov 30, 2011 | WSBFX vs BTSMX | |
| Boston Trust Midcap Fund | Mid Cap Blend Equities | 8 | -3.57% | — | WSBFX vs BTMFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 17 | -5.64% | Oct 1, 2003 | WSBFX vs BTEFX | |
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | 33 | -5.95% | Jun 18, 1999 | WSBFX vs WSEFX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 14 | -2.50% | Jun 9, 2015 | WSBFX vs WIEFX | |
| Boston Trust Walden Midcap Fund | Mid Cap Blend Equities | 8 | -4.10% | Aug 1, 2011 | WSBFX vs WAMFX |
Compare WSBFX with Any Fund or Stock
Compare WSBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.