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ACMVX vs. WFMIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ACMVX and WFMIX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

ACMVX vs. WFMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Mid Cap Value Fund (ACMVX) and Allspring Special Mid Cap Value Fund Class I (WFMIX). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
11.03%
10.02%
ACMVX
WFMIX

Key characteristics

Sharpe Ratio

ACMVX:

1.17

WFMIX:

1.51

Sortino Ratio

ACMVX:

1.69

WFMIX:

2.11

Omega Ratio

ACMVX:

1.21

WFMIX:

1.27

Calmar Ratio

ACMVX:

0.57

WFMIX:

1.05

Martin Ratio

ACMVX:

5.18

WFMIX:

9.34

Ulcer Index

ACMVX:

2.54%

WFMIX:

1.99%

Daily Std Dev

ACMVX:

11.26%

WFMIX:

12.33%

Max Drawdown

ACMVX:

-55.52%

WFMIX:

-56.74%

Current Drawdown

ACMVX:

-11.12%

WFMIX:

-2.21%

Returns By Period

In the year-to-date period, ACMVX achieves a 13.03% return, which is significantly lower than WFMIX's 17.37% return. Over the past 10 years, ACMVX has underperformed WFMIX with an annualized return of 2.39%, while WFMIX has yielded a comparatively higher 6.51% annualized return.


ACMVX

YTD

13.03%

1M

0.29%

6M

11.03%

1Y

13.09%

5Y (annualized)

2.31%

10Y (annualized)

2.39%

WFMIX

YTD

17.37%

1M

-1.03%

6M

10.02%

1Y

18.36%

5Y (annualized)

6.36%

10Y (annualized)

6.51%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


ACMVX vs. WFMIX - Expense Ratio Comparison

ACMVX has a 0.97% expense ratio, which is higher than WFMIX's 0.80% expense ratio.


ACMVX
American Century Mid Cap Value Fund
Expense ratio chart for ACMVX: current value at 0.97% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.97%
Expense ratio chart for WFMIX: current value at 0.80% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.80%

Risk-Adjusted Performance

ACMVX vs. WFMIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Mid Cap Value Fund (ACMVX) and Allspring Special Mid Cap Value Fund Class I (WFMIX). 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.


Sharpe ratio
The chart of Sharpe ratio for ACMVX, currently valued at 1.17, compared to the broader market-1.000.001.002.003.004.005.001.171.51
The chart of Sortino ratio for ACMVX, currently valued at 1.69, compared to the broader market-2.000.002.004.006.008.0010.0012.001.692.11
The chart of Omega ratio for ACMVX, currently valued at 1.21, compared to the broader market1.002.003.004.001.211.27
The chart of Calmar ratio for ACMVX, currently valued at 0.57, compared to the broader market0.005.0010.0015.000.571.05
The chart of Martin ratio for ACMVX, currently valued at 5.18, compared to the broader market0.0020.0040.0060.0080.005.189.34
ACMVX
WFMIX

The current ACMVX Sharpe Ratio is 1.17, which is comparable to the WFMIX Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of ACMVX and WFMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
1.17
1.51
ACMVX
WFMIX

Dividends

ACMVX vs. WFMIX - Dividend Comparison

ACMVX's dividend yield for the trailing twelve months is around 1.51%, more than WFMIX's 1.08% yield.


TTM20232022202120202019201820172016201520142013
ACMVX
American Century Mid Cap Value Fund
1.51%1.72%1.80%1.42%1.33%1.46%1.81%1.58%1.29%1.18%1.11%1.30%
WFMIX
Allspring Special Mid Cap Value Fund Class I
1.08%1.27%1.02%0.51%0.66%0.84%0.94%0.95%0.91%0.71%0.67%0.51%

Drawdowns

ACMVX vs. WFMIX - Drawdown Comparison

The maximum ACMVX drawdown since its inception was -55.52%, roughly equal to the maximum WFMIX drawdown of -56.74%. Use the drawdown chart below to compare losses from any high point for ACMVX and WFMIX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.12%
-2.21%
ACMVX
WFMIX

Volatility

ACMVX vs. WFMIX - Volatility Comparison

American Century Mid Cap Value Fund (ACMVX) and Allspring Special Mid Cap Value Fund Class I (WFMIX) have volatilities of 2.68% and 2.81%, 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.


2.00%2.50%3.00%3.50%4.00%4.50%5.00%5.50%JulyAugustSeptemberOctoberNovemberDecember
2.68%
2.81%
ACMVX
WFMIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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