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 23. There are 96 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 90 | — | Nov 2001 | WFMIX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | WFMIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 85 | — | Nov 2001 | WFMIX vs NAMAX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | WFMIX vs FIUSX | |
| Nuveen Multi Cap Value Fund | 83 | — | Nov 1997 | WFMIX vs NQVRX |
Top Performing WFMIX Alternatives (YTD)
WFMIX is at 10.31% YTD. There are 78 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 23.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 23.44% | — | Nov 2001 | WFMIX vs SMVTX | |
| Fidelity Value Strategies Fund | 22.74% | — | Dec 1983 | WFMIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 22.71% | — | Jul 1995 | WFMIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 22.57% | — | Sep 1996 | WFMIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 22.42% | — | Aug 1986 | WFMIX vs FASPX |
Lowest Volatility Alternatives to WFMIX
WFMIX has 14.20% 1-year volatility. There are 51 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.62%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.62% | 36.60B | Sep 2011 | WFMIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.62% | — | Aug 2006 | WFMIX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.68% | — | Dec 2013 | WFMIX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.97% | 5.65B | Mar 2004 | WFMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.99% | — | 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 | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | WFMIX vs VMVAX |
Other Mutual Funds from Allspring Global Investments
The 10 most viewed Allspring Global Investments mutual funds shown here include EKWAX, EKBAX, SSHIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Allspring Precious Metals Fund | Precious Metals | 17 | -8.88% | — | Jan 1998 | WFMIX vs EKWAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 93 | 34.11% | — | Jan 1998 | WFMIX vs EKBAX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 80 | 0.73% | — | Aug 1999 | WFMIX vs SSHIX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 98 | 1.38% | — | Aug 1999 | WFMIX vs SADIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 9 | 3.50% | — | Jan 1998 | WFMIX vs EKJAX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 18 | 12.56% | — | May 1993 | WFMIX vs ESPAX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 60 | 8.91% | — | Feb 1990 | WFMIX vs EVSAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 11 | 7.17% | — | Feb 2000 | WFMIX vs SENAX | |
| Allspring Small Company Value Fund | Small Cap Value Equities | 50 | 18.43% | — | Jan 2002 | WFMIX vs SCVAX | |
| Allspring Index Asset Allocation Fund | Diversified Portfolio | 50 | 4.76% | — | Nov 1986 | WFMIX vs SFAAX |
Often Compared With WFMIX
Investors most often compare WFMIX with VMGMX, JVMIX, FIIIX. These 20 comparison targets span 13 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