WIEFX vs. TEQAX
Compare and contrast key facts about Boston Trust Walden International Equity Fund (WIEFX) and Touchstone Global ESG Equity Fund (TEQAX).
WIEFX is managed by Boston Trust & Walden Funds. It was launched on Jun 9, 2015. TEQAX is managed by Touchstone. It was launched on Dec 18, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WIEFX or TEQAX.
Correlation
The correlation between WIEFX and TEQAX is 0.81, 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
WIEFX vs. TEQAX - Performance Comparison
Key characteristics
WIEFX:
0.70
TEQAX:
1.10
WIEFX:
1.05
TEQAX:
1.60
WIEFX:
1.13
TEQAX:
1.19
WIEFX:
0.86
TEQAX:
0.36
WIEFX:
2.06
TEQAX:
4.00
WIEFX:
4.04%
TEQAX:
3.82%
WIEFX:
11.85%
TEQAX:
13.93%
WIEFX:
-29.65%
TEQAX:
-72.10%
WIEFX:
-3.52%
TEQAX:
-32.68%
Returns By Period
In the year-to-date period, WIEFX achieves a 5.68% return, which is significantly lower than TEQAX's 9.82% return.
WIEFX
5.68%
2.87%
-1.22%
7.29%
6.35%
N/A
TEQAX
9.82%
5.35%
3.16%
13.47%
5.69%
-0.41%
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WIEFX vs. TEQAX - Expense Ratio Comparison
WIEFX has a 0.94% expense ratio, which is lower than TEQAX's 1.16% expense ratio.
Risk-Adjusted Performance
WIEFX vs. TEQAX — Risk-Adjusted Performance Rank
WIEFX
TEQAX
WIEFX vs. TEQAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden International Equity Fund (WIEFX) and Touchstone Global ESG Equity Fund (TEQAX). 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
WIEFX vs. TEQAX - Dividend Comparison
WIEFX's dividend yield for the trailing twelve months is around 1.50%, more than TEQAX's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WIEFX Boston Trust Walden International Equity Fund | 1.50% | 1.59% | 1.59% | 1.49% | 1.26% | 1.11% | 1.66% | 1.69% | 1.17% | 1.80% | 0.39% | 0.00% |
TEQAX Touchstone Global ESG Equity Fund | 1.39% | 1.53% | 1.46% | 1.35% | 0.94% | 0.33% | 0.71% | 0.93% | 0.77% | 0.55% | 0.17% | 0.18% |
Drawdowns
WIEFX vs. TEQAX - Drawdown Comparison
The maximum WIEFX drawdown since its inception was -29.65%, smaller than the maximum TEQAX drawdown of -72.10%. Use the drawdown chart below to compare losses from any high point for WIEFX and TEQAX. For additional features, visit the drawdowns tool.
Volatility
WIEFX vs. TEQAX - Volatility Comparison
The current volatility for Boston Trust Walden International Equity Fund (WIEFX) is 3.04%, while Touchstone Global ESG Equity Fund (TEQAX) has a volatility of 4.05%. This indicates that WIEFX experiences smaller price fluctuations and is considered to be less risky than TEQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.