Boston Trust Walden Equity Fund (WSEFX) Alternatives
Boston Trust Walden Equity Fund (WSEFX) belongs to the Large 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 WSEFX. 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 WSEFX
WSEFX charges 1.00% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among WSEFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | WSEFX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | WSEFX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | WSEFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | WSEFX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | WSEFX vs SSEYX |
Best Risk-Adjusted Alternatives to WSEFX
Among mutual funds in the Large Cap Blend Equities 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | WSEFX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | WSEFX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | WSEFX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | WSEFX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | WSEFX vs DHAMX |
Top Performing WSEFX Alternatives (YTD)
WSEFX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | WSEFX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | WSEFX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | WSEFX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | WSEFX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | WSEFX vs RCKSX |
Lowest Volatility Alternatives to WSEFX
WSEFX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | WSEFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | WSEFX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | WSEFX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | WSEFX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | WSEFX vs QUERX |
Lowest Drawdown Alternatives to WSEFX
WSEFX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | WSEFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | WSEFX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | WSEFX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | WSEFX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | WSEFX vs GQEIX |
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% | — | WSEFX vs BOSOX | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 3 | -6.45% | Jun 28, 2012 | WSEFX vs WASMX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 5 | -3.82% | Nov 30, 2011 | WSEFX vs BTSMX | |
| Boston Trust Midcap Fund | Mid Cap Blend Equities | 8 | -3.57% | — | WSEFX vs BTMFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 17 | -5.64% | Oct 1, 2003 | WSEFX vs BTEFX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 14 | -2.50% | Jun 9, 2015 | WSEFX vs WIEFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 41 | -3.68% | Jun 17, 1999 | WSEFX vs WSBFX | |
| Boston Trust Walden Midcap Fund | Mid Cap Blend Equities | 8 | -4.10% | Aug 1, 2011 | WSEFX vs WAMFX |
Often Compared With WSEFX
What investors most often compare with WSEFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Parnassus Core Equity Fund | Large Cap Blend Equities | 12 | -8.62% | Aug 31, 1992 | WSEFX vs PRBLX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | WSEFX vs PAGDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | WSEFX vs VITPX |
Compare WSEFX with Any Fund or Stock
Compare WSEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.