EGOIX vs. WFMIX
Compare and contrast key facts about Allspring Large Cap Core Fund (EGOIX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
EGOIX is managed by Allspring Global Investments. It was launched on Dec 17, 2007. WFMIX is managed by Allspring Global Investments.
Performance
EGOIX vs. WFMIX - Performance Comparison
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EGOIX vs. WFMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EGOIX Allspring Large Cap Core Fund | -2.62% | 17.80% | 26.19% | 25.26% | -13.92% | 31.29% | 8.41% | 58.66% | -8.37% | 23.78% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 3.16% | 6.14% | 11.95% | 9.54% | -4.65% | 28.53% | 3.27% | 40.27% | -13.12% | 11.16% |
Returns By Period
In the year-to-date period, EGOIX achieves a -2.62% return, which is significantly lower than WFMIX's 3.16% return. Over the past 10 years, EGOIX has outperformed WFMIX with an annualized return of 16.18%, while WFMIX has yielded a comparatively lower 10.45% annualized return.
EGOIX
- 1D
- 2.82%
- 1M
- -4.05%
- YTD
- -2.62%
- 6M
- -2.14%
- 1Y
- 21.46%
- 3Y*
- 19.46%
- 5Y*
- 12.80%
- 10Y*
- 16.18%
WFMIX
- 1D
- 2.33%
- 1M
- -6.76%
- YTD
- 3.16%
- 6M
- 3.51%
- 1Y
- 11.50%
- 3Y*
- 10.02%
- 5Y*
- 7.88%
- 10Y*
- 10.45%
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EGOIX vs. WFMIX - Expense Ratio Comparison
EGOIX has a 0.67% expense ratio, which is lower than WFMIX's 0.80% expense ratio.
Return for Risk
EGOIX vs. WFMIX — Risk / Return Rank
EGOIX
WFMIX
EGOIX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Large Cap Core Fund (EGOIX) 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.
| EGOIX | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.67 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.07 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.14 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.06 | +0.66 |
Martin ratioReturn relative to average drawdown | 8.29 | 3.71 | +4.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EGOIX | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.67 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.46 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.56 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.45 | +0.09 |
Correlation
The correlation between EGOIX and WFMIX is 0.88, 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.
Dividends
EGOIX vs. WFMIX - Dividend Comparison
EGOIX's dividend yield for the trailing twelve months is around 8.21%, less than WFMIX's 10.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGOIX Allspring Large Cap Core Fund | 8.21% | 7.99% | 13.05% | 8.72% | 12.53% | 14.05% | 15.40% | 40.61% | 14.37% | 2.18% | 1.23% | 1.59% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 10.90% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
Drawdowns
EGOIX vs. WFMIX - Drawdown Comparison
The maximum EGOIX drawdown since its inception was -49.35%, smaller than the maximum WFMIX drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for EGOIX and WFMIX.
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Drawdown Indicators
| EGOIX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.35% | -52.70% | +3.35% |
Max Drawdown (1Y)Largest decline over 1 year | -12.94% | -11.57% | -1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -30.21% | -22.13% | -8.08% |
Max Drawdown (10Y)Largest decline over 10 years | -35.79% | -43.80% | +8.01% |
Current DrawdownCurrent decline from peak | -5.54% | -6.87% | +1.33% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -7.53% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 3.30% | -0.62% |
Volatility
EGOIX vs. WFMIX - Volatility Comparison
The current volatility for Allspring Large Cap Core Fund (EGOIX) is 5.21%, while Allspring Special Mid Cap Value Fund Class I (WFMIX) has a volatility of 5.58%. This indicates that EGOIX experiences smaller price fluctuations and is considered to be less risky than WFMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EGOIX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 5.58% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.16% | 10.53% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.48% | 17.51% | +1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.34% | 17.17% | +2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.03% | 18.87% | +2.16% |