Allspring Special Mid Cap Value Fund - Class A (WFPAX) 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 WFPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WFPAX
WFPAX charges 1.12% annually. There are 79 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 | WFPAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | WFPAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | WFPAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | WFPAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | WFPAX vs VMVIX |
Best Risk-Adjusted Alternatives to WFPAX
WFPAX has a PortfoliosLab risk / return rank of 25. There are 95 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 | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 92 | — | Nov 2001 | WFPAX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | WFPAX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | WFPAX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | WFPAX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | WFPAX vs NCBVX |
Top Performing WFPAX Alternatives (YTD)
WFPAX is at 10.76% YTD. There are 79 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 25.14% | — | Nov 2001 | WFPAX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | WFPAX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | WFPAX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | WFPAX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | WFPAX vs FASOX |
Lowest Volatility Alternatives to WFPAX
WFPAX has 14.22% 1-year volatility. There are 51 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | WFPAX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | WFPAX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | WFPAX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | WFPAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | WFPAX vs ACLAX |
Lowest Drawdown Alternatives to WFPAX
WFPAX 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 | WFPAX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | WFPAX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | WFPAX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | WFPAX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | WFPAX vs VMVAX |
Other Mutual Funds from Allspring Global Investments
The 10 most viewed Allspring Global Investments mutual funds shown here include EKWAX, EKBAX, WFMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Allspring Precious Metals Fund | Precious Metals | 21 | -4.43% | — | Jan 1998 | WFPAX vs EKWAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 95 | 38.34% | — | Jan 1998 | WFPAX vs EKBAX | |
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 26 | 10.92% | — | — | WFPAX vs WFMIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 79 | 0.61% | — | Aug 1999 | WFPAX vs SSHIX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 98 | 1.38% | — | Aug 1999 | WFPAX vs SADIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 13 | 6.79% | — | Jan 1998 | WFPAX vs EKJAX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 21 | 13.28% | — | May 1993 | WFPAX vs ESPAX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 70 | 10.52% | — | Feb 1990 | WFPAX vs EVSAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 13 | 9.16% | — | Feb 2000 | WFPAX vs SENAX | |
| Allspring Small Company Value Fund | Small Cap Value Equities | 51 | 18.70% | — | Jan 2002 | WFPAX vs SCVAX |
Often Compared With WFPAX
Investors most often compare WFPAX with FXAIX, VFIAX, VOE. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare WFPAX with Any Fund or Stock
Compare WFPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WFPAX with funds that move differently
Allspring Special Mid Cap Value Fund - Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WFPAX.
Explore WFPAX Diversifiers