WAMFX vs. MISIX
Compare and contrast key facts about Boston Trust Walden Midcap Fund (WAMFX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
WAMFX is managed by Boston Trust Walden. It was launched on Aug 1, 2011. MISIX is managed by Victory.
Performance
WAMFX vs. MISIX - Performance Comparison
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WAMFX vs. MISIX - 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, WAMFX achieves a -4.10% return, which is significantly lower than MISIX's -0.70% return. Both investments have delivered pretty close results over the past 10 years, with WAMFX having a 9.70% annualized return and MISIX not far behind at 9.25%.
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%
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
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WAMFX vs. MISIX - Expense Ratio Comparison
WAMFX has a 0.99% expense ratio, which is higher than MISIX's 0.97% expense ratio.
Return for Risk
WAMFX vs. MISIX — Risk / Return Rank
WAMFX
MISIX
WAMFX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden Midcap Fund (WAMFX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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 | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 1.97 | -1.81 |
Sortino ratioReturn per unit of downside risk | 0.35 | 2.54 | -2.18 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.39 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 2.24 | -2.13 |
Martin ratioReturn relative to average drawdown | 0.40 | 9.80 | -9.40 |
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 | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 1.97 | -1.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.40 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.52 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.31 | +0.28 |
Correlation
The correlation between WAMFX and MISIX is 0.70, 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. MISIX - Dividend Comparison
WAMFX's dividend yield for the trailing twelve months is around 7.54%, more than MISIX's 6.09% 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
WAMFX vs. MISIX - Drawdown Comparison
The maximum WAMFX drawdown since its inception was -36.81%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for WAMFX and MISIX.
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Drawdown Indicators
| WAMFX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.81% | -67.61% | +30.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -13.84% | +2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -20.82% | -37.69% | +16.87% |
Max Drawdown (10Y)Largest decline over 10 years | -36.81% | -41.82% | +5.01% |
Current DrawdownCurrent decline from peak | -8.38% | -13.84% | +5.46% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -16.99% | +13.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 3.16% | -0.22% |
Volatility
WAMFX vs. MISIX - Volatility Comparison
The current volatility for Boston Trust Walden Midcap Fund (WAMFX) is 3.29%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 6.80%. This indicates that WAMFX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAMFX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.29% | 6.80% | -3.51% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 11.32% | -2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.24% | 16.62% | -0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.80% | 17.68% | -1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 17.78% | -0.30% |