EKSAX vs. EKJAX
Compare and contrast key facts about Allspring Diversified Income Builder Fund (EKSAX) and Allspring Premier Large Company Growth Fund (EKJAX).
EKSAX is managed by Allspring Global Investments. It was launched on Apr 13, 1987. EKJAX is managed by Allspring Global Investments. It was launched on Jan 20, 1998.
Performance
EKSAX vs. EKJAX - Performance Comparison
Loading graphics...
EKSAX vs. EKJAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EKSAX Allspring Diversified Income Builder Fund | 0.15% | 14.61% | 11.50% | 13.35% | -16.12% | 7.96% | 4.56% | 16.15% | -5.26% | 9.44% |
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% |
Returns By Period
In the year-to-date period, EKSAX achieves a 0.15% return, which is significantly higher than EKJAX's -9.45% return. Over the past 10 years, EKSAX has underperformed EKJAX with an annualized return of 6.19%, while EKJAX has yielded a comparatively higher 14.64% annualized return.
EKSAX
- 1D
- 1.08%
- 1M
- -2.69%
- YTD
- 0.15%
- 6M
- 2.32%
- 1Y
- 13.45%
- 3Y*
- 12.04%
- 5Y*
- 5.20%
- 10Y*
- 6.19%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EKSAX vs. EKJAX - Expense Ratio Comparison
EKSAX has a 0.85% expense ratio, which is lower than EKJAX's 1.11% expense ratio.
Return for Risk
EKSAX vs. EKJAX — Risk / Return Rank
EKSAX
EKJAX
EKSAX vs. EKJAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Diversified Income Builder Fund (EKSAX) and Allspring Premier Large Company Growth Fund (EKJAX). 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.
| EKSAX | EKJAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.04 | 0.74 | +1.31 |
Sortino ratioReturn per unit of downside risk | 2.74 | 1.19 | +1.55 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.16 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.88 | 0.96 | +1.92 |
Martin ratioReturn relative to average drawdown | 10.63 | 3.16 | +7.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EKSAX | EKJAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 0.74 | +1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.24 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.58 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.38 | +0.48 |
Correlation
The correlation between EKSAX and EKJAX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EKSAX vs. EKJAX - Dividend Comparison
EKSAX's dividend yield for the trailing twelve months is around 5.06%, less than EKJAX's 35.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKSAX Allspring Diversified Income Builder Fund | 5.06% | 4.58% | 5.42% | 5.05% | 3.61% | 3.40% | 2.96% | 3.97% | 8.78% | 4.84% | 4.35% | 7.40% |
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% |
Drawdowns
EKSAX vs. EKJAX - Drawdown Comparison
The maximum EKSAX drawdown since its inception was -40.54%, smaller than the maximum EKJAX drawdown of -59.70%. Use the drawdown chart below to compare losses from any high point for EKSAX and EKJAX.
Loading graphics...
Drawdown Indicators
| EKSAX | EKJAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.54% | -59.70% | +19.16% |
Max Drawdown (1Y)Largest decline over 1 year | -4.73% | -18.10% | +13.37% |
Max Drawdown (5Y)Largest decline over 5 years | -19.91% | -50.43% | +30.52% |
Max Drawdown (10Y)Largest decline over 10 years | -22.54% | -50.43% | +27.89% |
Current DrawdownCurrent decline from peak | -3.40% | -14.60% | +11.20% |
Average DrawdownAverage peak-to-trough decline | -4.86% | -20.68% | +15.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.28% | 5.49% | -4.21% |
Volatility
EKSAX vs. EKJAX - Volatility Comparison
The current volatility for Allspring Diversified Income Builder Fund (EKSAX) is 2.54%, while Allspring Premier Large Company Growth Fund (EKJAX) has a volatility of 8.22%. This indicates that EKSAX experiences smaller price fluctuations and is considered to be less risky than EKJAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EKSAX | EKJAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.54% | 8.22% | -5.68% |
Volatility (6M)Calculated over the trailing 6-month period | 5.05% | 14.34% | -9.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.79% | 23.95% | -17.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.14% | 27.97% | -20.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.36% | 25.33% | -17.97% |