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 a closer substitute for your current allocation.
Cheapest Alternatives to WSEFX
WSEFX charges 1.00% annually. There are 312 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | WSEFX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | WSEFX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | WSEFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | WSEFX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | WSEFX vs VSMPX |
Best Risk-Adjusted Alternatives to WSEFX
WSEFX has a PortfoliosLab risk / return rank of 83. There are 28 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | WSEFX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | WSEFX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | WSEFX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | WSEFX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | WSEFX vs VPMAX |
Top Performing WSEFX Alternatives (YTD)
WSEFX is at 11.24% YTD. There are 160 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | WSEFX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | WSEFX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | WSEFX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | WSEFX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | WSEFX vs VPMAX |
Lowest Volatility Alternatives to WSEFX
WSEFX has 11.37% 1-year volatility. There are 53 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | WSEFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | WSEFX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | WSEFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | WSEFX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | WSEFX vs JEPIX |
Lowest Drawdown Alternatives to WSEFX
WSEFX has a 1-year max drawdown of -8.65%. There are 91 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | WSEFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | WSEFX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | WSEFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | WSEFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | WSEFX vs QUERX |
Other Mutual Funds from Boston Trust Walden
The 8 most viewed Boston Trust Walden mutual funds shown here include BOSOX, WASMX, BTSMX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Boston Trust Small Cap Fund | Small Cap Blend Equities | 19 | 12.97% | — | — | WSEFX vs BOSOX | |
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | 12 | 6.65% | — | Jun 2012 | WSEFX vs WASMX | |
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | 18 | 8.14% | — | Nov 2011 | WSEFX vs BTSMX | |
| Boston Trust Midcap Fund | Mid Cap Blend Equities | 15 | 5.23% | — | — | WSEFX vs BTMFX | |
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | 18 | 9.68% | — | Jun 2015 | WSEFX vs WIEFX | |
| Boston Trust Equity Fund | Large Cap Blend Equities | 31 | 5.62% | — | Oct 2003 | WSEFX vs BTEFX | |
| Boston Trust Walden Balanced Fund | Diversified Portfolio | 80 | 7.27% | — | Jun 1999 | WSEFX vs WSBFX | |
| Boston Trust Walden Midcap Fund | Mid Cap Blend Equities | 15 | 5.65% | — | Aug 2011 | WSEFX vs WAMFX |
Often Compared With WSEFX
Investors most often compare WSEFX with PRBLX, FNSTX, NWAUX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare WSEFX with Any Fund or Stock
Compare WSEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WSEFX with funds that move differently
Boston Trust Walden Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WSEFX.
Explore WSEFX Diversifiers