WASMX vs. FXAIX
Compare and contrast key facts about Boston Trust Walden SMID Cap Fund (WASMX) and Fidelity 500 Index Fund (FXAIX).
WASMX is managed by Boston Trust Walden Funds. It was launched on Jun 28, 2012. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WASMX or FXAIX.
Correlation
The correlation between WASMX and FXAIX 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. FXAIX - Performance Comparison
Key characteristics
WASMX:
0.69
FXAIX:
2.17
WASMX:
1.06
FXAIX:
2.89
WASMX:
1.13
FXAIX:
1.41
WASMX:
0.89
FXAIX:
3.21
WASMX:
2.68
FXAIX:
14.15
WASMX:
3.61%
FXAIX:
1.92%
WASMX:
13.98%
FXAIX:
12.50%
WASMX:
-38.51%
FXAIX:
-33.79%
WASMX:
-8.69%
FXAIX:
-2.20%
Returns By Period
In the year-to-date period, WASMX achieves a 9.30% return, which is significantly lower than FXAIX's 26.49% return. Over the past 10 years, WASMX has underperformed FXAIX with an annualized return of 6.24%, while FXAIX has yielded a comparatively higher 12.91% annualized return.
WASMX
9.30%
-7.11%
7.50%
9.25%
6.96%
6.24%
FXAIX
26.49%
-0.16%
9.99%
26.93%
14.89%
12.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WASMX vs. FXAIX - Expense Ratio Comparison
WASMX has a 1.00% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
WASMX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden SMID Cap Fund (WASMX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
WASMX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 0.88%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WASMX Boston Trust Walden SMID Cap Fund | 0.00% | 0.45% | 0.44% | 0.49% | 0.54% | 0.53% | 0.58% | 0.52% | 0.94% | 0.18% | 0.04% | 0.00% |
FXAIX Fidelity 500 Index Fund | 0.88% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
WASMX vs. FXAIX - Drawdown Comparison
The maximum WASMX drawdown since its inception was -38.51%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for WASMX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
WASMX vs. FXAIX - Volatility Comparison
Boston Trust Walden SMID Cap Fund (WASMX) has a higher volatility of 4.82% compared to Fidelity 500 Index Fund (FXAIX) at 3.74%. This indicates that WASMX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.