WASMX vs. DFCEX
Compare and contrast key facts about Boston Trust Walden SMID Cap Fund (WASMX) and DFA Emerging Markets Core Equity Fund (DFCEX).
WASMX is managed by Boston Trust Walden Funds. It was launched on Jun 28, 2012. DFCEX is managed by Dimensional Fund Advisors LP. It was launched on Apr 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WASMX or DFCEX.
Correlation
The correlation between WASMX and DFCEX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WASMX vs. DFCEX - Performance Comparison
Key characteristics
WASMX:
-0.21
DFCEX:
0.33
WASMX:
-0.18
DFCEX:
0.54
WASMX:
0.98
DFCEX:
1.07
WASMX:
-0.18
DFCEX:
0.29
WASMX:
-0.59
DFCEX:
0.88
WASMX:
6.43%
DFCEX:
5.57%
WASMX:
18.00%
DFCEX:
15.09%
WASMX:
-38.51%
DFCEX:
-64.72%
WASMX:
-18.93%
DFCEX:
-10.06%
Returns By Period
In the year-to-date period, WASMX achieves a -11.07% return, which is significantly lower than DFCEX's -1.97% return. Over the past 10 years, WASMX has outperformed DFCEX with an annualized return of 4.54%, while DFCEX has yielded a comparatively lower 3.64% annualized return.
WASMX
-11.07%
-7.62%
-13.89%
-3.89%
9.50%
4.54%
DFCEX
-1.97%
-5.31%
-7.14%
5.13%
9.87%
3.64%
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WASMX vs. DFCEX - Expense Ratio Comparison
WASMX has a 1.00% expense ratio, which is higher than DFCEX's 0.40% expense ratio.
Risk-Adjusted Performance
WASMX vs. DFCEX — Risk-Adjusted Performance Rank
WASMX
DFCEX
WASMX vs. DFCEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden SMID Cap Fund (WASMX) and DFA Emerging Markets Core Equity Fund (DFCEX). 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.
Dividends
WASMX vs. DFCEX - Dividend Comparison
WASMX's dividend yield for the trailing twelve months is around 0.48%, less than DFCEX's 3.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WASMX Boston Trust Walden SMID Cap Fund | 0.48% | 0.43% | 0.45% | 0.44% | 0.49% | 0.54% | 0.53% | 0.58% | 0.52% | 0.94% | 0.18% | 0.04% |
DFCEX DFA Emerging Markets Core Equity Fund | 3.54% | 3.42% | 3.53% | 3.77% | 2.59% | 1.70% | 2.42% | 2.33% | 1.92% | 1.99% | 2.28% | 2.04% |
Drawdowns
WASMX vs. DFCEX - Drawdown Comparison
The maximum WASMX drawdown since its inception was -38.51%, smaller than the maximum DFCEX drawdown of -64.72%. Use the drawdown chart below to compare losses from any high point for WASMX and DFCEX. For additional features, visit the drawdowns tool.
Volatility
WASMX vs. DFCEX - Volatility Comparison
Boston Trust Walden SMID Cap Fund (WASMX) has a higher volatility of 11.53% compared to DFA Emerging Markets Core Equity Fund (DFCEX) at 8.25%. This indicates that WASMX's price experiences larger fluctuations and is considered to be riskier than DFCEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.