VKSFX vs. WAMFX
VKSFX (Virtus KAR Small-Mid Cap Value Fund) and WAMFX (Boston Trust Walden Midcap Fund) are both Mid Cap Blend Equities funds. Over the past 3 years, VKSFX returned 4.30%/yr vs 9.17%/yr for WAMFX. Their correlation of 0.92 means they have usually moved in the same direction. VKSFX charges 0.94%/yr vs 0.99%/yr for WAMFX.
Performance
VKSFX vs. WAMFX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VKSFX achieves a 1.89% return, which is significantly lower than WAMFX's 8.50% return.
VKSFX
- 1D
- -0.20%
- 1M
- -0.97%
- 6M
- -3.22%
- YTD
- 1.89%
- 1Y
- -1.88%
- 3Y*
- 4.30%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 0.94%
WAMFX
- 1D
- 0.04%
- 1M
- 2.35%
- 6M
- 5.41%
- YTD
- 8.50%
- 1Y
- 11.49%
- 3Y*
- 9.17%
- 5Y*
- 6.78%
- 10Y*
- 10.78%
- ALL TIME*
- 10.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VKSFX vs. WAMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VKSFX Virtus KAR Small-Mid Cap Value Fund | 1.89% | -3.61% | 10.24% | 16.94% | -20.43% | 4.02% |
WAMFX Boston Trust Walden Midcap Fund | 8.50% | 4.82% | 10.39% | 13.90% | -10.87% | 8.55% |
Correlation
The correlation between VKSFX and WAMFX is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.88 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2021 | 0.92 |
The correlation between VKSFX and WAMFX has been stable across timeframes, ranging from 0.88 to 0.92 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VKSFX vs. WAMFX — Risk / Return Rank
VKSFX
WAMFX
VKSFX vs. WAMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Value Fund (VKSFX) and Boston Trust Walden Midcap Fund (WAMFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VKSFX | WAMFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.08 | ||
| Sortino ratioReturn per unit of downside risk | -1.59 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.16 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 1.25 | -1.50 |
| Martin ratioReturn relative to average drawdown | -0.45 | 3.64 | -4.09 |
Loading charts...
Drawdowns
VKSFX vs. WAMFX - Drawdown Comparison
The maximum VKSFX drawdown since its inception was -25.46%, smaller than the maximum WAMFX drawdown of -36.81%. Use the drawdown chart below to compare losses from any high point for VKSFX and WAMFX.
Loading charts...
Drawdown Indicators
| VKSFX | WAMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.46% | -36.81% | +11.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -8.38% | -2.98% |
Max Drawdown (3Y)Largest decline over 3 years | -20.84% | -17.51% | -3.33% |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | -20.82% | -4.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.81% | — |
Current DrawdownCurrent decline from peak | -9.60% | -0.77% | -8.83% |
Average DrawdownAverage peak-to-trough decline | -10.65% | -3.91% | -6.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.21% | 2.88% | +3.33% |
Volatility
VKSFX vs. WAMFX - Volatility Comparison
Virtus KAR Small-Mid Cap Value Fund (VKSFX) has a higher volatility of 4.86% compared to Boston Trust Walden Midcap Fund (WAMFX) at 3.55%. This indicates that VKSFX's price experiences larger fluctuations and is considered to be riskier than WAMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VKSFX | WAMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 3.55% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.20% | 8.37% | +1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.66% | 11.86% | +2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 15.80% | +2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 17.42% | +0.62% |
VKSFX vs. WAMFX - Expense Ratio Comparison
VKSFX has a 0.94% expense ratio, which is lower than WAMFX's 0.99% expense ratio.
Dividends
VKSFX vs. WAMFX - Dividend Comparison
VKSFX's dividend yield for the trailing twelve months is around 0.23%, less than WAMFX's 6.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSFX Virtus KAR Small-Mid Cap Value Fund | 0.23% | 0.23% | 0.54% | 0.70% | 0.46% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WAMFX Boston Trust Walden Midcap Fund | 6.66% | 7.23% | 3.49% | 4.84% | 5.55% | 4.82% | 3.87% | 12.83% | 7.08% | 0.45% | 5.06% | 5.54% |
Frequently Asked Questions
VKSFX and WAMFX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSFX has higher volatility (4.86%) compared to WAMFX (3.55%). In terms of maximum drawdown, VKSFX dropped -25.46% vs WAMFX's -36.81%.
WAMFX currently has the higher Sharpe Ratio (0.89 vs -0.19), 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.
Find the right allocation for VKSFX and WAMFX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer