Allspring Special Mid Cap Value Fund Class I (WFMIX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WFMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WFMIX
WFMIX charges 0.80% annually. There are 37 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | WFMIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | WFMIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | WFMIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | WFMIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | WFMIX vs VMVIX |
Best Risk-Adjusted Alternatives to WFMIX
WFMIX has a PortfoliosLab risk / return rank of 27. There are 90 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 92 | — | Mar 2002 | WFMIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 89 | — | Nov 2001 | WFMIX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 87 | — | Aug 1998 | WFMIX vs NCBVX | |
| Delaware Opportunity Fund | 86 | — | Aug 1992 | WFMIX vs FIUSX | |
| Fidelity Mid Cap Value K6 Fund | 85 | — | May 2017 | WFMIX vs FCMVX |
Top Performing WFMIX Alternatives (YTD)
WFMIX is at 12.21% YTD. There are 85 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.40% | — | Dec 1983 | WFMIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.38% | — | Jul 1995 | WFMIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.18% | — | Sep 1996 | WFMIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.04% | — | Aug 1986 | WFMIX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.70% | — | Aug 2001 | WFMIX vs FVCSX |
Lowest Volatility Alternatives to WFMIX
WFMIX has 14.16% 1-year volatility. There are 51 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund | 11.50% | — | Aug 2006 | WFMIX vs VMVIX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.50% | 36.60B | Sep 2011 | WFMIX vs VMVAX | |
| Nuance Mid Cap Value Fund | 11.80% | — | Dec 2013 | WFMIX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | WFMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.84% | — | Mar 2004 | WFMIX vs ACLAX |
Lowest Drawdown Alternatives to WFMIX
WFMIX has a 1-year max drawdown of -9.66%. There are 66 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | WFMIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | WFMIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | WFMIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | WFMIX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | WFMIX vs FRNKX |
Other Mutual Funds from Allspring Global Investments
The 10 most viewed Allspring Global Investments mutual funds shown here include EKWAX, EKBAX, SADIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Allspring Precious Metals Fund | Precious Metals | 22 | -11.17% | — | Jan 1998 | WFMIX vs EKWAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 91 | 31.90% | — | Jan 1998 | WFMIX vs EKBAX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 99 | 1.74% | — | Aug 1999 | WFMIX vs SADIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 89 | 0.98% | — | Aug 1999 | WFMIX vs SSHIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 9 | 4.46% | — | Jan 1998 | WFMIX vs EKJAX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 15 | 12.71% | — | May 1993 | WFMIX vs ESPAX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 71 | 11.41% | — | Feb 1990 | WFMIX vs EVSAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | 8.59% | — | Feb 2000 | WFMIX vs SENAX | |
| Allspring Opportunity Fund | Large Cap Growth Equities | 18 | 8.87% | — | Feb 2000 | WFMIX vs SOPVX | |
| Allspring Utility and Telecommunications Fund | Utilities Equities | 20 | 7.84% | — | Jan 1994 | WFMIX vs EVUAX |
Often Compared With WFMIX
Investors most often compare WFMIX with VMGMX, JVMIX, FIIIX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare WFMIX with Any Fund or Stock
Compare WFMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WFMIX with funds that move differently
Allspring Special Mid Cap Value Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WFMIX.
Explore WFMIX Diversifiers