WIEFX vs. EPDIX
Compare and contrast key facts about Boston Trust Walden International Equity Fund (WIEFX) and EuroPac International Dividend Income Fund (EPDIX).
WIEFX is managed by Boston Trust Walden. It was launched on Jun 9, 2015. EPDIX is managed by Euro Pacific Asset Management. It was launched on Jan 9, 2014.
Performance
WIEFX vs. EPDIX - Performance Comparison
Loading graphics...
WIEFX vs. EPDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WIEFX Boston Trust Walden International Equity Fund | -2.50% | 15.09% | 5.31% | 16.19% | -13.08% | 13.42% | 7.16% | 20.63% | -10.17% | 19.92% |
EPDIX EuroPac International Dividend Income Fund | 5.87% | 62.35% | 0.87% | 7.85% | 1.53% | 8.04% | 9.23% | 13.33% | -10.74% | 15.81% |
Returns By Period
In the year-to-date period, WIEFX achieves a -2.50% return, which is significantly lower than EPDIX's 5.87% return. Over the past 10 years, WIEFX has underperformed EPDIX with an annualized return of 6.72%, while EPDIX has yielded a comparatively higher 9.85% annualized return.
WIEFX
- 1D
- 0.51%
- 1M
- -8.39%
- YTD
- -2.50%
- 6M
- -4.05%
- 1Y
- 5.83%
- 3Y*
- 9.29%
- 5Y*
- 5.73%
- 10Y*
- 6.72%
EPDIX
- 1D
- 0.07%
- 1M
- -9.48%
- YTD
- 5.87%
- 6M
- 16.80%
- 1Y
- 44.92%
- 3Y*
- 20.84%
- 5Y*
- 14.71%
- 10Y*
- 9.85%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WIEFX vs. EPDIX - Expense Ratio Comparison
WIEFX has a 0.94% expense ratio, which is lower than EPDIX's 1.25% expense ratio.
Return for Risk
WIEFX vs. EPDIX — Risk / Return Rank
WIEFX
EPDIX
WIEFX vs. EPDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden International Equity Fund (WIEFX) and EuroPac International Dividend Income Fund (EPDIX). 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.
| WIEFX | EPDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 2.80 | -2.47 |
Sortino ratioReturn per unit of downside risk | 0.55 | 3.33 | -2.78 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.54 | -0.46 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 4.08 | -3.53 |
Martin ratioReturn relative to average drawdown | 1.91 | 16.78 | -14.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WIEFX | EPDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 2.80 | -2.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 1.06 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.66 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.46 | -0.01 |
Correlation
The correlation between WIEFX and EPDIX is 0.75, 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.
Dividends
WIEFX vs. EPDIX - Dividend Comparison
WIEFX has not paid dividends to shareholders, while EPDIX's dividend yield for the trailing twelve months is around 6.72%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WIEFX Boston Trust Walden International Equity Fund | 0.00% | 0.00% | 1.59% | 1.59% | 1.59% | 1.57% | 1.12% | 1.66% | 1.69% | 1.17% | 1.80% | 0.00% |
EPDIX EuroPac International Dividend Income Fund | 6.72% | 7.71% | 4.09% | 3.32% | 2.81% | 2.31% | 1.92% | 2.68% | 3.00% | 2.93% | 2.47% | 3.88% |
Drawdowns
WIEFX vs. EPDIX - Drawdown Comparison
The maximum WIEFX drawdown since its inception was -29.65%, smaller than the maximum EPDIX drawdown of -38.23%. Use the drawdown chart below to compare losses from any high point for WIEFX and EPDIX.
Loading graphics...
Drawdown Indicators
| WIEFX | EPDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.65% | -38.23% | +8.58% |
Max Drawdown (1Y)Largest decline over 1 year | -9.15% | -10.92% | +1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -25.98% | -20.98% | -5.00% |
Max Drawdown (10Y)Largest decline over 10 years | -29.65% | -32.84% | +3.19% |
Current DrawdownCurrent decline from peak | -8.39% | -9.48% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -4.96% | -10.88% | +5.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.65% | +0.10% |
Volatility
WIEFX vs. EPDIX - Volatility Comparison
The current volatility for Boston Trust Walden International Equity Fund (WIEFX) is 5.15%, while EuroPac International Dividend Income Fund (EPDIX) has a volatility of 6.47%. This indicates that WIEFX experiences smaller price fluctuations and is considered to be less risky than EPDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WIEFX | EPDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 6.47% | -1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 10.38% | 11.36% | -0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.62% | 16.09% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.32% | 14.01% | +0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.72% | 14.86% | -0.14% |