EKJAX vs. WFMIX
Compare and contrast key facts about Allspring Premier Large Company Growth Fund (EKJAX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
EKJAX is managed by Allspring Global Investments. It was launched on Jan 20, 1998. WFMIX is managed by Allspring Global Investments.
Performance
EKJAX vs. WFMIX - Performance Comparison
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EKJAX vs. WFMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EKJAX Allspring Premier Large Company Growth Fund | -9.45% | 16.28% | 36.91% | 33.14% | -33.88% | 13.07% | 39.03% | 45.22% | 1.13% | 34.03% |
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, EKJAX achieves a -9.45% return, which is significantly lower than WFMIX's 3.16% return. Over the past 10 years, EKJAX has outperformed WFMIX with an annualized return of 14.64%, while WFMIX has yielded a comparatively lower 10.45% annualized return.
EKJAX
- 1D
- 4.28%
- 1M
- -6.78%
- YTD
- -9.45%
- 6M
- -11.94%
- 1Y
- 16.36%
- 3Y*
- 19.88%
- 5Y*
- 6.78%
- 10Y*
- 14.64%
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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EKJAX vs. WFMIX - Expense Ratio Comparison
EKJAX has a 1.11% expense ratio, which is higher than WFMIX's 0.80% expense ratio.
Return for Risk
EKJAX vs. WFMIX — Risk / Return Rank
EKJAX
WFMIX
EKJAX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Premier Large Company Growth Fund (EKJAX) 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.
| EKJAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.67 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.07 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.14 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.06 | -0.10 |
Martin ratioReturn relative to average drawdown | 3.16 | 3.71 | -0.56 |
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
| EKJAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.67 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.46 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.56 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.45 | -0.08 |
Correlation
The correlation between EKJAX and WFMIX is 0.76, 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
EKJAX vs. WFMIX - Dividend Comparison
EKJAX's dividend yield for the trailing twelve months is around 35.79%, more than WFMIX's 10.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKJAX Allspring Premier Large Company Growth Fund | 35.79% | 32.41% | 20.46% | 40.04% | 0.00% | 27.04% | 12.00% | 16.22% | 21.24% | 28.36% | 11.30% | 7.21% |
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
EKJAX vs. WFMIX - Drawdown Comparison
The maximum EKJAX drawdown since its inception was -59.70%, which is greater than WFMIX's maximum drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for EKJAX and WFMIX.
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Drawdown Indicators
| EKJAX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.70% | -52.70% | -7.00% |
Max Drawdown (1Y)Largest decline over 1 year | -18.10% | -11.57% | -6.53% |
Max Drawdown (5Y)Largest decline over 5 years | -50.43% | -22.13% | -28.30% |
Max Drawdown (10Y)Largest decline over 10 years | -50.43% | -43.80% | -6.63% |
Current DrawdownCurrent decline from peak | -14.60% | -6.87% | -7.73% |
Average DrawdownAverage peak-to-trough decline | -20.68% | -7.53% | -13.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.49% | 3.30% | +2.19% |
Volatility
EKJAX vs. WFMIX - Volatility Comparison
Allspring Premier Large Company Growth Fund (EKJAX) has a higher volatility of 8.22% compared to Allspring Special Mid Cap Value Fund Class I (WFMIX) at 5.58%. This indicates that EKJAX's price experiences larger fluctuations and is considered to be riskier 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
| EKJAX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.22% | 5.58% | +2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 14.34% | 10.53% | +3.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.95% | 17.51% | +6.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.97% | 17.17% | +10.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.33% | 18.87% | +6.46% |