WOOPX vs. WAMFX
WOOPX (JPMorgan SMID Cap Equity Fund) and WAMFX (Boston Trust Walden Midcap Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, WOOPX returned 7.21%/yr vs 10.78%/yr for WAMFX. Their correlation of 0.93 means they have usually moved in the same direction. WOOPX charges 0.84%/yr vs 0.99%/yr for WAMFX.
Performance
WOOPX vs. WAMFX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with WOOPX having a 8.82% return and WAMFX slightly lower at 8.50%. Over the past 10 years, WOOPX has underperformed WAMFX with an annualized return of 7.21%, while WAMFX has yielded a comparatively higher 10.78% annualized return.
WOOPX
- 1D
- 0.55%
- 1M
- -1.83%
- 6M
- 3.93%
- YTD
- 8.82%
- 1Y
- 8.09%
- 3Y*
- 6.35%
- 5Y*
- 2.85%
- 10Y*
- 7.21%
- ALL TIME*
- 9.09%
WAMFX
- 1D
- 0.04%
- 1M
- 2.35%
- 6M
- 5.41%
- YTD
- 8.50%
- 1Y
- 11.49%
- 3Y*
- 9.17%
- 5Y*
- 6.78%
- 10Y*
- 10.78%
- ALL TIME*
- 10.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WOOPX vs. WAMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WOOPX JPMorgan SMID Cap Equity Fund | 8.82% | -2.61% | 11.33% | 13.31% | -18.98% | 23.19% | 10.20% | 26.22% | -11.49% | 16.94% |
WAMFX Boston Trust Walden Midcap Fund | 8.50% | 4.82% | 10.39% | 13.90% | -10.87% | 24.85% | 9.56% | 36.98% | -3.59% | 16.21% |
Correlation
The correlation between WOOPX and WAMFX is 0.85, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Aug 1, 2011 | 0.93 |
The correlation between WOOPX and WAMFX has been stable across timeframes, ranging from 0.85 to 0.93 - a consistent structural relationship.
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Return for Risk
WOOPX vs. WAMFX — Risk / Return Rank
WOOPX
WAMFX
WOOPX vs. WAMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SMID Cap Equity Fund (WOOPX) and Boston Trust Walden Midcap Fund (WAMFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WOOPX | WAMFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.16 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.60 | 1.25 | -0.65 |
| Martin ratioReturn relative to average drawdown | 1.56 | 3.64 | -2.08 |
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Drawdowns
WOOPX vs. WAMFX - Drawdown Comparison
The maximum WOOPX drawdown since its inception was -58.15%, which is greater than WAMFX's maximum drawdown of -36.81%. Use the drawdown chart below to compare losses from any high point for WOOPX and WAMFX.
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Drawdown Indicators
| WOOPX | WAMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -36.81% | -21.34% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -8.38% | -2.99% |
Max Drawdown (3Y)Largest decline over 3 years | -23.37% | -17.51% | -5.86% |
Max Drawdown (5Y)Largest decline over 5 years | -24.94% | -20.82% | -4.12% |
Max Drawdown (10Y)Largest decline over 10 years | -41.30% | -36.81% | -4.49% |
Current DrawdownCurrent decline from peak | -2.82% | -0.77% | -2.05% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -3.91% | -4.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 2.88% | +1.51% |
Volatility
WOOPX vs. WAMFX - Volatility Comparison
JPMorgan SMID Cap Equity Fund (WOOPX) and Boston Trust Walden Midcap Fund (WAMFX) have volatilities of 3.53% and 3.55%, 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.
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Volatility by Period
| WOOPX | WAMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 3.55% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 11.83% | 8.37% | +3.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 11.86% | +4.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.84% | 15.80% | +3.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.14% | 17.42% | +2.72% |
WOOPX vs. WAMFX - Expense Ratio Comparison
WOOPX has a 0.84% expense ratio, which is lower than WAMFX's 0.99% expense ratio.
Dividends
WOOPX vs. WAMFX - Dividend Comparison
WOOPX's dividend yield for the trailing twelve months is around 6.42%, less than WAMFX's 6.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAMFX Boston Trust Walden Midcap Fund | 6.66% | 7.23% | 3.49% | 4.84% | 5.55% | 4.82% | 3.87% | 12.83% | 7.08% | 0.45% | 5.06% | 5.54% |
WOOPX JPMorgan SMID Cap Equity Fund | 6.42% | 6.98% | 1.62% | 0.49% | 12.28% | 20.40% | 3.88% | 11.31% | 26.09% | 7.74% | 0.72% | 9.47% |
Frequently Asked Questions
WOOPX and WAMFX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WAMFX has higher volatility (3.55%) compared to WOOPX (3.53%). In terms of maximum drawdown, WOOPX dropped -58.15% vs WAMFX's -36.81%.
WAMFX currently has the higher Sharpe Ratio (0.89 vs 0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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