WASMX vs. FSMDX
Compare and contrast key facts about Boston Trust Walden SMID Cap Fund (WASMX) and Fidelity Mid Cap Index Fund (FSMDX).
WASMX is managed by Boston Trust Walden Funds. It was launched on Jun 28, 2012. FSMDX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WASMX or FSMDX.
Correlation
The correlation between WASMX and FSMDX is 0.86, 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. FSMDX - Performance Comparison
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Key characteristics
WASMX:
0.09
FSMDX:
0.45
WASMX:
0.24
FSMDX:
0.78
WASMX:
1.03
FSMDX:
1.11
WASMX:
0.06
FSMDX:
0.41
WASMX:
0.17
FSMDX:
1.36
WASMX:
7.41%
FSMDX:
6.61%
WASMX:
18.75%
FSMDX:
19.63%
WASMX:
-38.51%
FSMDX:
-40.35%
WASMX:
-11.28%
FSMDX:
-5.81%
Returns By Period
In the year-to-date period, WASMX achieves a -2.68% return, which is significantly lower than FSMDX's 2.55% return. Over the past 10 years, WASMX has underperformed FSMDX with an annualized return of 5.54%, while FSMDX has yielded a comparatively higher 8.11% annualized return.
WASMX
-2.68%
9.43%
-7.07%
1.63%
6.83%
9.94%
5.54%
FSMDX
2.55%
14.97%
-2.50%
8.87%
10.88%
12.96%
8.11%
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WASMX vs. FSMDX - Expense Ratio Comparison
WASMX has a 1.00% expense ratio, which is higher than FSMDX's 0.03% expense ratio.
Risk-Adjusted Performance
WASMX vs. FSMDX — Risk-Adjusted Performance Rank
WASMX
FSMDX
WASMX vs. FSMDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden SMID Cap Fund (WASMX) and Fidelity Mid Cap Index Fund (FSMDX). 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.
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Dividends
WASMX vs. FSMDX - Dividend Comparison
WASMX's dividend yield for the trailing twelve months is around 1.72%, more than FSMDX's 1.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WASMX Boston Trust Walden SMID Cap Fund | 1.72% | 1.67% | 0.52% | 4.90% | 4.75% | 1.86% | 5.25% | 4.40% | 2.27% | 5.41% | 7.06% | 2.20% |
FSMDX Fidelity Mid Cap Index Fund | 1.14% | 1.17% | 1.39% | 1.59% | 1.10% | 1.37% | 1.42% | 1.85% | 1.32% | 1.35% | 2.29% | 3.82% |
Drawdowns
WASMX vs. FSMDX - Drawdown Comparison
The maximum WASMX drawdown since its inception was -38.51%, roughly equal to the maximum FSMDX drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for WASMX and FSMDX. For additional features, visit the drawdowns tool.
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Volatility
WASMX vs. FSMDX - Volatility Comparison
Boston Trust Walden SMID Cap Fund (WASMX) has a higher volatility of 5.58% compared to Fidelity Mid Cap Index Fund (FSMDX) at 4.73%. This indicates that WASMX's price experiences larger fluctuations and is considered to be riskier than FSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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