WAMFX vs. AVEMX
Compare and contrast key facts about Boston Trust Walden Midcap Fund (WAMFX) and Ave Maria Value Fund (AVEMX).
WAMFX is managed by Boston Trust Walden. It was launched on Aug 1, 2011. AVEMX is managed by Ave Maria Mutual Funds. It was launched on May 1, 2001.
Performance
WAMFX vs. AVEMX - Performance Comparison
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WAMFX vs. AVEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAMFX Boston Trust Walden Midcap Fund | -4.10% | 4.82% | 10.39% | 13.90% | -10.87% | 24.85% | 9.56% | 36.98% | -3.59% | 16.21% |
AVEMX Ave Maria Value Fund | 7.40% | 2.82% | 21.43% | 3.49% | 4.19% | 25.15% | 6.20% | 20.51% | -8.70% | 17.75% |
Returns By Period
In the year-to-date period, WAMFX achieves a -4.10% return, which is significantly lower than AVEMX's 7.40% return. Over the past 10 years, WAMFX has underperformed AVEMX with an annualized return of 9.70%, while AVEMX has yielded a comparatively higher 11.12% annualized return.
WAMFX
- 1D
- -0.19%
- 1M
- -7.83%
- YTD
- -4.10%
- 6M
- -4.23%
- 1Y
- 1.76%
- 3Y*
- 6.62%
- 5Y*
- 5.64%
- 10Y*
- 9.70%
AVEMX
- 1D
- -2.30%
- 1M
- -8.63%
- YTD
- 7.40%
- 6M
- 4.39%
- 1Y
- 5.29%
- 3Y*
- 12.84%
- 5Y*
- 9.04%
- 10Y*
- 11.12%
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WAMFX vs. AVEMX - Expense Ratio Comparison
WAMFX has a 0.99% expense ratio, which is higher than AVEMX's 0.97% expense ratio.
Return for Risk
WAMFX vs. AVEMX — Risk / Return Rank
WAMFX
AVEMX
WAMFX vs. AVEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden Midcap Fund (WAMFX) and Ave Maria Value Fund (AVEMX). 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.
| WAMFX | AVEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.28 | -0.12 |
Sortino ratioReturn per unit of downside risk | 0.35 | 0.53 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.07 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 0.31 | -0.21 |
Martin ratioReturn relative to average drawdown | 0.40 | 0.76 | -0.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WAMFX | AVEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.28 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.49 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.60 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.39 | +0.20 |
Correlation
The correlation between WAMFX and AVEMX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WAMFX vs. AVEMX - Dividend Comparison
WAMFX's dividend yield for the trailing twelve months is around 7.54%, more than AVEMX's 0.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAMFX Boston Trust Walden Midcap Fund | 7.54% | 7.23% | 3.49% | 4.84% | 5.55% | 4.82% | 3.87% | 12.83% | 7.08% | 0.45% | 5.06% | 5.54% |
AVEMX Ave Maria Value Fund | 0.31% | 0.34% | 8.81% | 4.42% | 1.15% | 8.07% | 3.57% | 5.27% | 10.76% | 7.84% | 0.00% | 0.12% |
Drawdowns
WAMFX vs. AVEMX - Drawdown Comparison
The maximum WAMFX drawdown since its inception was -36.81%, smaller than the maximum AVEMX drawdown of -59.76%. Use the drawdown chart below to compare losses from any high point for WAMFX and AVEMX.
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Drawdown Indicators
| WAMFX | AVEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.81% | -59.76% | +22.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -13.42% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -20.82% | -18.64% | -2.18% |
Max Drawdown (10Y)Largest decline over 10 years | -36.81% | -39.76% | +2.95% |
Current DrawdownCurrent decline from peak | -8.38% | -9.20% | +0.82% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -8.63% | +4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 5.51% | -2.57% |
Volatility
WAMFX vs. AVEMX - Volatility Comparison
The current volatility for Boston Trust Walden Midcap Fund (WAMFX) is 3.29%, while Ave Maria Value Fund (AVEMX) has a volatility of 5.17%. This indicates that WAMFX experiences smaller price fluctuations and is considered to be less risky than AVEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAMFX | AVEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.29% | 5.17% | -1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 13.14% | -4.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.24% | 20.99% | -4.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.80% | 18.44% | -2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 18.46% | -0.98% |