WIEFX vs. VFIAX
Compare and contrast key facts about Boston Trust Walden International Equity Fund (WIEFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
WIEFX is managed by Boston Trust & Walden Funds. It was launched on Jun 9, 2015. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WIEFX or VFIAX.
Correlation
The correlation between WIEFX and VFIAX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WIEFX vs. VFIAX - Performance Comparison
Key characteristics
WIEFX:
0.76
VFIAX:
0.54
WIEFX:
1.17
VFIAX:
0.87
WIEFX:
1.15
VFIAX:
1.13
WIEFX:
0.99
VFIAX:
0.56
WIEFX:
2.70
VFIAX:
2.29
WIEFX:
4.20%
VFIAX:
4.55%
WIEFX:
14.97%
VFIAX:
19.44%
WIEFX:
-29.65%
VFIAX:
-55.20%
WIEFX:
-0.30%
VFIAX:
-9.86%
Returns By Period
In the year-to-date period, WIEFX achieves a 9.20% return, which is significantly higher than VFIAX's -5.69% return.
WIEFX
9.20%
1.88%
4.70%
12.24%
10.62%
N/A
VFIAX
-5.69%
-2.87%
-4.25%
9.77%
15.70%
12.10%
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WIEFX vs. VFIAX - Expense Ratio Comparison
WIEFX has a 0.94% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
WIEFX vs. VFIAX — Risk-Adjusted Performance Rank
WIEFX
VFIAX
WIEFX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden International Equity Fund (WIEFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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. VFIAX - Dividend Comparison
WIEFX's dividend yield for the trailing twelve months is around 1.45%, more than VFIAX's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WIEFX Boston Trust Walden International Equity Fund | 1.45% | 1.59% | 1.60% | 1.59% | 1.57% | 1.12% | 1.66% | 1.69% | 1.17% | 1.80% | 0.43% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.37% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
WIEFX vs. VFIAX - Drawdown Comparison
The maximum WIEFX drawdown since its inception was -29.65%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for WIEFX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
WIEFX vs. VFIAX - Volatility Comparison
The current volatility for Boston Trust Walden International Equity Fund (WIEFX) is 9.47%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 14.22%. This indicates that WIEFX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.