BIGTX vs. BTMFX

Last updated Jun 4, 2026

BIGTX (The Texas Fund) and BTMFX (Boston Trust Midcap Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, BIGTX returned 10.78%/yr vs 10.08%/yr for BTMFX. A 0.80 correlation means they provide meaningful diversification when combined. BIGTX charges 1.67%/yr vs 1.00%/yr for BTMFX.

Performance

BIGTX vs. BTMFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Texas Fund (BIGTX) and Boston Trust Midcap Fund (BTMFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BIGTX achieves a 26.40% return, which is significantly higher than BTMFX's 1.92% return. Over the past 10 years, BIGTX has outperformed BTMFX with an annualized return of 10.78%, while BTMFX has yielded a comparatively lower 10.08% annualized return.

BIGTX

• 1D: 1.52%
• 1M: 7.30%
• YTD: 26.40%
• 6M: 23.78%
• 1Y: 36.15%
• 3Y*: 20.96%
• 5Y*: 9.45%
• 10Y*: 10.78%

BTMFX

• 1D: 0.26%
• 1M: 1.74%
• YTD: 1.92%
• 6M: 1.46%
• 1Y: 5.64%
• 3Y*: 9.29%
• 5Y*: 5.63%
• 10Y*: 10.08%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BIGTX vs. BTMFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BIGTX The Texas Fund	26.40%	5.98%	15.76%	11.32%	-6.93%	23.90%	13.11%	9.61%	-11.44%	11.58%
BTMFX Boston Trust Midcap Fund	1.92%	4.29%	10.27%	13.06%	-10.91%	24.77%	9.72%	33.00%	-3.36%	20.01%

Correlation

The correlation between BIGTX and BTMFX is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.65
Correlation (3Y) Calculated over the trailing 3-year period	0.74
Correlation (5Y) Calculated over the trailing 5-year period	0.75
Correlation (10Y) Calculated over the trailing 10-year period	0.78
Correlation (All Time) Calculated using the full available price history since Jan 3, 2014	0.80

The correlation between BIGTX and BTMFX shifts across timeframes, from 0.65 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.

Return for Risk

BIGTX vs. BTMFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIGTX

BIGTX Risk / Return Rank: 82
BIGTX Sharpe Ratio Rank: 85
BIGTX Sortino Ratio Rank: 77
BIGTX Omega Ratio Rank: 67
BIGTX Calmar Ratio Rank: 90
BIGTX Martin Ratio Rank: 88

BTMFX

BTMFX Risk / Return Rank: 7
BTMFX Sharpe Ratio Rank: 7
BTMFX Sortino Ratio Rank: 7
BTMFX Omega Ratio Rank: 6
BTMFX Calmar Ratio Rank: 8
BTMFX Martin Ratio Rank: 8

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BIGTX vs. BTMFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Texas Fund (BIGTX) and Boston Trust Midcap Fund (BTMFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BIGTX	BTMFX	Difference
Sharpe ratio Return per unit of total volatility	2.74	0.56	+2.18
Sortino ratio Return per unit of downside risk	3.68	0.91	+2.77
Omega ratio Gain probability vs. loss probability	1.46	1.10	+0.35
Calmar ratio Return relative to maximum drawdown	4.71	0.84	+3.86
Martin ratio Return relative to average drawdown	17.23	2.35	+14.88
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BIGTX vs. BTMFX - Sharpe Ratio Comparison

The current BIGTX Sharpe Ratio is 2.74, which is higher than the BTMFX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of BIGTX and BTMFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BIGTX	BTMFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.74	0.56	+2.18
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.07	0.36	-0.28
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.12	0.58	-0.46
Sharpe Ratio (All Time) Calculated using the full available price history	0.09	0.48	-0.39

Drawdowns

BIGTX vs. BTMFX - Drawdown Comparison

The maximum BIGTX drawdown since its inception was -77.89%, which is greater than BTMFX's maximum drawdown of -49.26%. Use the drawdown chart below to compare losses from any high point for BIGTX and BTMFX.

Drawdown Indicators

	BIGTX	BTMFX	Difference
Max Drawdown Largest peak-to-trough decline	-77.89%	-49.26%	-28.63%
Max Drawdown (1Y) Largest decline over 1 year	-8.07%	-7.79%	-0.28%
Max Drawdown (3Y) Largest decline over 3 years	-77.89%	-17.77%	-60.12%
Max Drawdown (5Y) Largest decline over 5 years	-77.89%	-20.79%	-57.10%
Max Drawdown (10Y) Largest decline over 10 years	-77.89%	-37.14%	-40.75%
Current Drawdown Current decline from peak	-64.86%	-2.54%	-62.32%
Average Drawdown Average peak-to-trough decline	-17.16%	-6.16%	-11.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.20%	2.80%	-0.60%

Volatility

BIGTX vs. BTMFX - Volatility Comparison

The Texas Fund (BIGTX) has a higher volatility of 4.04% compared to Boston Trust Midcap Fund (BTMFX) at 2.88%. This indicates that BIGTX's price experiences larger fluctuations and is considered to be riskier than BTMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BIGTX	BTMFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.04%	2.88%	+1.16%
Volatility (6M) Calculated over the trailing 6-month period	10.19%	7.99%	+2.20%
Volatility (1Y) Calculated over the trailing 1-year period	13.90%	11.80%	+2.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	126.63%	15.75%	+110.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	90.64%	17.44%	+73.20%

BIGTX vs. BTMFX - Expense Ratio Comparison

BIGTX has a 1.67% expense ratio, which is higher than BTMFX's 1.00% expense ratio.

Dividends

BIGTX vs. BTMFX - Dividend Comparison

BIGTX's dividend yield for the trailing twelve months is around 5.84%, less than BTMFX's 10.66% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BIGTX The Texas Fund	5.84%	7.38%	3.52%	2.51%	3.06%	5.27%	0.07%	0.08%	2.27%	0.00%	0.00%	0.00%
BTMFX Boston Trust Midcap Fund	10.66%	10.86%	4.23%	4.41%	4.71%	4.91%	1.98%	6.95%	5.96%	6.61%	7.03%	6.60%

Frequently Asked Questions

Can I hold both BIGTX and BTMFX in my portfolio?

BIGTX and BTMFX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BIGTX or BTMFX?

BIGTX has higher volatility (4.04%) compared to BTMFX (2.88%). In terms of maximum drawdown, BIGTX dropped -77.89% vs BTMFX's -49.26%.

Which has better risk-adjusted returns?

BIGTX currently has the higher Sharpe Ratio (2.74 vs 0.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.