Allspring Special Mid Cap Value Fund Class I (WFMIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WFMIX
WFMIX charges 0.80% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among WFMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | WFMIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | WFMIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | WFMIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | WFMIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | WFMIX vs VMVIX |
Best Risk-Adjusted Alternatives to WFMIX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | WFMIX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | WFMIX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | WFMIX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | WFMIX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | WFMIX vs VVOAX |
Top Performing WFMIX Alternatives (YTD)
WFMIX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | WFMIX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | WFMIX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | WFMIX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | WFMIX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | WFMIX vs HWMIX |
Lowest Volatility Alternatives to WFMIX
WFMIX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | WFMIX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | WFMIX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | WFMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | WFMIX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | WFMIX vs RSVAX |
Lowest Drawdown Alternatives to WFMIX
WFMIX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | WFMIX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | WFMIX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | WFMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | WFMIX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | WFMIX vs CISMX |
Other Mutual Funds from Allspring Global Investments
Most popular Allspring Global Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Allspring Precious Metals Fund | Precious Metals | 93 | 1.81% | Jan 19, 1998 | WFMIX vs EKWAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | WFMIX vs EKBAX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 98 | 0.10% | Aug 31, 1999 | WFMIX vs SSHIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 21 | -13.16% | Jan 20, 1998 | WFMIX vs EKJAX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 99 | 0.33% | Aug 31, 1999 | WFMIX vs SADIX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 56 | -6.75% | Feb 28, 1990 | WFMIX vs EVSAX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 7 | -1.86% | May 7, 1993 | WFMIX vs ESPAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 27 | -9.06% | Feb 24, 2000 | WFMIX vs SENAX | |
| Allspring Small Company Value Fund | Small Cap Value Equities | 34 | 4.92% | Jan 31, 2002 | WFMIX vs SCVAX | |
| Allspring Opportunity Fund | Large Cap Growth Equities | 10 | -9.05% | Feb 24, 2000 | WFMIX vs SOPVX |
Often Compared With WFMIX
What investors most often compare with WFMIX, 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.