WASMX vs. IWR
Compare and contrast key facts about Boston Trust Walden SMID Cap Fund (WASMX) and iShares Russell Midcap ETF (IWR).
WASMX is managed by Boston Trust Walden Funds. It was launched on Jun 28, 2012. IWR is a passively managed fund by iShares that tracks the performance of the Russell Midcap Index. It was launched on Jul 17, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WASMX or IWR.
Correlation
The correlation between WASMX and IWR is 0.94, 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. IWR - Performance Comparison
Key characteristics
WASMX:
0.70
IWR:
1.34
WASMX:
1.08
IWR:
1.90
WASMX:
1.13
IWR:
1.23
WASMX:
0.90
IWR:
2.20
WASMX:
2.09
IWR:
5.77
WASMX:
4.54%
IWR:
3.02%
WASMX:
13.68%
IWR:
13.07%
WASMX:
-38.51%
IWR:
-58.79%
WASMX:
-7.07%
IWR:
-3.46%
Returns By Period
In the year-to-date period, WASMX achieves a 1.95% return, which is significantly lower than IWR's 3.95% return. Over the past 10 years, WASMX has underperformed IWR with an annualized return of 6.14%, while IWR has yielded a comparatively higher 9.44% annualized return.
WASMX
1.95%
-1.80%
4.56%
10.02%
7.07%
6.14%
IWR
3.95%
-1.01%
8.97%
18.02%
10.04%
9.44%
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WASMX vs. IWR - Expense Ratio Comparison
WASMX has a 1.00% expense ratio, which is higher than IWR's 0.19% expense ratio.
Risk-Adjusted Performance
WASMX vs. IWR — Risk-Adjusted Performance Rank
WASMX
IWR
WASMX vs. IWR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden SMID Cap Fund (WASMX) and iShares Russell Midcap ETF (IWR). 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. IWR - Dividend Comparison
WASMX's dividend yield for the trailing twelve months is around 0.42%, less than IWR's 1.23% 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% |
IWR iShares Russell Midcap ETF | 1.23% | 1.27% | 1.43% | 1.59% | 1.05% | 1.28% | 1.43% | 1.98% | 1.52% | 1.72% | 1.59% | 1.45% |
Drawdowns
WASMX vs. IWR - Drawdown Comparison
The maximum WASMX drawdown since its inception was -38.51%, smaller than the maximum IWR drawdown of -58.79%. Use the drawdown chart below to compare losses from any high point for WASMX and IWR. For additional features, visit the drawdowns tool.
Volatility
WASMX vs. IWR - Volatility Comparison
Boston Trust Walden SMID Cap Fund (WASMX) and iShares Russell Midcap ETF (IWR) have volatilities of 2.86% and 2.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.