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 0.93, 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:
0.70
SMIG:
1.53
WASMX:
1.09
SMIG:
2.29
WASMX:
1.13
SMIG:
1.27
WASMX:
0.90
SMIG:
2.05
WASMX:
2.11
SMIG:
5.90
WASMX:
4.52%
SMIG:
3.43%
WASMX:
13.67%
SMIG:
13.28%
WASMX:
-38.51%
SMIG:
-19.65%
WASMX:
-6.51%
SMIG:
-5.70%
Returns By Period
In the year-to-date period, WASMX achieves a 2.55% return, which is significantly lower than SMIG's 3.03% return.
WASMX
2.55%
0.32%
4.57%
10.49%
7.21%
6.22%
SMIG
3.03%
-0.43%
6.33%
20.51%
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 0.42%, less than SMIG's 1.70% 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% |
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.70% | 1.75% | 1.91% | 2.01% | 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) and Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) have volatilities of 3.23% and 3.28%, 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.