WASMX vs. SMIG
Compare and contrast key facts about Boston Trust Walden SMID Cap Fund (WASMX) and Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG).
WASMX is managed by Boston Trust Walden Funds. It was launched on Jun 28, 2012. SMIG is an actively managed fund by Bahl & Gaynor. It was launched on Aug 25, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WASMX or SMIG.
Correlation
The correlation between WASMX and SMIG is 0.80, 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. SMIG - Performance Comparison
Key characteristics
WASMX:
-0.05
SMIG:
0.43
WASMX:
0.05
SMIG:
0.74
WASMX:
1.01
SMIG:
1.09
WASMX:
-0.05
SMIG:
0.39
WASMX:
-0.15
SMIG:
1.27
WASMX:
6.73%
SMIG:
5.83%
WASMX:
18.22%
SMIG:
17.43%
WASMX:
-38.51%
SMIG:
-19.65%
WASMX:
-15.01%
SMIG:
-12.48%
Returns By Period
In the year-to-date period, WASMX achieves a -6.77% return, which is significantly lower than SMIG's -4.38% return.
WASMX
-6.77%
-4.76%
-8.22%
-0.04%
9.43%
5.16%
SMIG
-4.38%
-3.24%
-5.20%
7.53%
N/A
N/A
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WASMX vs. SMIG - Expense Ratio Comparison
WASMX has a 1.00% expense ratio, which is higher than SMIG's 0.60% expense ratio.
Risk-Adjusted Performance
WASMX vs. SMIG — Risk-Adjusted Performance Rank
WASMX
SMIG
WASMX vs. SMIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden SMID Cap Fund (WASMX) and Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG). 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. SMIG - Dividend Comparison
WASMX's dividend yield for the trailing twelve months is around 0.46%, less than SMIG's 1.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WASMX Boston Trust Walden SMID Cap Fund | 0.46% | 0.43% | 0.45% | 0.44% | 0.49% | 0.54% | 0.53% | 0.58% | 0.52% | 0.94% | 0.18% | 0.04% |
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.68% | 1.75% | 1.91% | 2.00% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WASMX vs. SMIG - Drawdown Comparison
The maximum WASMX drawdown since its inception was -38.51%, which is greater than SMIG's maximum drawdown of -19.65%. Use the drawdown chart below to compare losses from any high point for WASMX and SMIG. For additional features, visit the drawdowns tool.
Volatility
WASMX vs. SMIG - Volatility Comparison
Boston Trust Walden SMID Cap Fund (WASMX) has a higher volatility of 11.94% compared to Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) at 11.10%. This indicates that WASMX's price experiences larger fluctuations and is considered to be riskier than SMIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.