EKSAX vs. WFMIX
Compare and contrast key facts about Allspring Diversified Income Builder Fund (EKSAX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
EKSAX is managed by Allspring Global Investments. It was launched on Apr 13, 1987. WFMIX is managed by Allspring Global Investments.
Performance
EKSAX vs. WFMIX - Performance Comparison
Loading graphics...
EKSAX vs. WFMIX - 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% |
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, EKSAX achieves a 0.15% return, which is significantly lower than WFMIX's 3.16% return. Over the past 10 years, EKSAX has underperformed WFMIX with an annualized return of 6.19%, while WFMIX has yielded a comparatively higher 10.45% 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%
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%
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. WFMIX - Expense Ratio Comparison
EKSAX has a 0.85% expense ratio, which is higher than WFMIX's 0.80% expense ratio.
Return for Risk
EKSAX vs. WFMIX — Risk / Return Rank
EKSAX
WFMIX
EKSAX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Diversified Income Builder Fund (EKSAX) 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.
| EKSAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.04 | 0.67 | +1.37 |
Sortino ratioReturn per unit of downside risk | 2.74 | 1.07 | +1.67 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.14 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 2.88 | 1.06 | +1.82 |
Martin ratioReturn relative to average drawdown | 10.63 | 3.71 | +6.92 |
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 | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 0.67 | +1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.46 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.56 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.45 | +0.40 |
Correlation
The correlation between EKSAX and WFMIX is 0.71, 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
EKSAX vs. WFMIX - Dividend Comparison
EKSAX's dividend yield for the trailing twelve months is around 5.06%, less than WFMIX's 10.90% 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% |
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
EKSAX vs. WFMIX - Drawdown Comparison
The maximum EKSAX drawdown since its inception was -40.54%, smaller than the maximum WFMIX drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for EKSAX and WFMIX.
Loading graphics...
Drawdown Indicators
| EKSAX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.54% | -52.70% | +12.16% |
Max Drawdown (1Y)Largest decline over 1 year | -4.73% | -11.57% | +6.84% |
Max Drawdown (5Y)Largest decline over 5 years | -19.91% | -22.13% | +2.22% |
Max Drawdown (10Y)Largest decline over 10 years | -22.54% | -43.80% | +21.26% |
Current DrawdownCurrent decline from peak | -3.40% | -6.87% | +3.47% |
Average DrawdownAverage peak-to-trough decline | -4.86% | -7.53% | +2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.28% | 3.30% | -2.02% |
Volatility
EKSAX vs. WFMIX - Volatility Comparison
The current volatility for Allspring Diversified Income Builder Fund (EKSAX) is 2.54%, while Allspring Special Mid Cap Value Fund Class I (WFMIX) has a volatility of 5.58%. This indicates that EKSAX 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.
Loading graphics...
Volatility by Period
| EKSAX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.54% | 5.58% | -3.04% |
Volatility (6M)Calculated over the trailing 6-month period | 5.05% | 10.53% | -5.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.79% | 17.51% | -10.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.14% | 17.17% | -10.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.36% | 18.87% | -11.51% |