WASMX vs. FSMAX
Compare and contrast key facts about Boston Trust Walden SMID Cap Fund (WASMX) and Fidelity Extended Market Index Fund (FSMAX).
WASMX is managed by Boston Trust Walden Funds. It was launched on Jun 28, 2012. FSMAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WASMX or FSMAX.
Correlation
The correlation between WASMX and FSMAX is 0.91, 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.
Performance
WASMX vs. FSMAX - Performance Comparison
Key characteristics
WASMX:
0.70
FSMAX:
1.08
WASMX:
1.09
FSMAX:
1.58
WASMX:
1.13
FSMAX:
1.19
WASMX:
0.90
FSMAX:
1.11
WASMX:
2.11
FSMAX:
5.11
WASMX:
4.52%
FSMAX:
3.71%
WASMX:
13.67%
FSMAX:
17.49%
WASMX:
-38.51%
FSMAX:
-41.67%
WASMX:
-6.51%
FSMAX:
-3.54%
Returns By Period
In the year-to-date period, WASMX achieves a 2.55% return, which is significantly lower than FSMAX's 4.81% return. Over the past 10 years, WASMX has underperformed FSMAX with an annualized return of 6.22%, while FSMAX has yielded a comparatively higher 6.59% annualized return.
WASMX
2.55%
0.32%
4.57%
10.49%
7.21%
6.22%
FSMAX
4.81%
0.78%
13.23%
21.45%
8.15%
6.59%
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WASMX vs. FSMAX - Expense Ratio Comparison
WASMX has a 1.00% expense ratio, which is higher than FSMAX's 0.04% expense ratio.
Risk-Adjusted Performance
WASMX vs. FSMAX — Risk-Adjusted Performance Rank
WASMX
FSMAX
WASMX vs. FSMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden SMID Cap Fund (WASMX) and Fidelity Extended Market Index Fund (FSMAX). 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. FSMAX - Dividend Comparison
WASMX's dividend yield for the trailing twelve months is around 0.42%, less than FSMAX's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WASMX Boston Trust Walden SMID Cap Fund | 0.42% | 0.43% | 0.45% | 0.44% | 0.49% | 0.54% | 0.53% | 0.58% | 0.52% | 0.94% | 0.18% | 0.04% |
FSMAX Fidelity Extended Market Index Fund | 0.46% | 0.48% | 1.17% | 1.38% | 0.99% | 0.93% | 1.41% | 1.69% | 1.30% | 1.38% | 2.99% | 5.43% |
Drawdowns
WASMX vs. FSMAX - Drawdown Comparison
The maximum WASMX drawdown since its inception was -38.51%, smaller than the maximum FSMAX drawdown of -41.67%. Use the drawdown chart below to compare losses from any high point for WASMX and FSMAX. For additional features, visit the drawdowns tool.
Volatility
WASMX vs. FSMAX - Volatility Comparison
The current volatility for Boston Trust Walden SMID Cap Fund (WASMX) is 3.23%, while Fidelity Extended Market Index Fund (FSMAX) has a volatility of 3.90%. This indicates that WASMX experiences smaller price fluctuations and is considered to be less risky than FSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.