EVSAX vs. EKBAX
Compare and contrast key facts about Allspring Disciplined U.S. Core Fund (EVSAX) and Allspring Diversified Capital Builder Fund (EKBAX).
EVSAX is managed by Allspring Global Investments. It was launched on Feb 28, 1990. EKBAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998.
Performance
EVSAX vs. EKBAX - Performance Comparison
Loading graphics...
EVSAX vs. EKBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVSAX Allspring Disciplined U.S. Core Fund | -3.97% | 18.65% | 29.20% | 25.97% | -18.21% | 30.35% | 15.95% | 31.87% | -8.43% | 20.47% |
EKBAX Allspring Diversified Capital Builder Fund | 7.46% | 21.87% | 21.75% | 22.23% | -13.47% | 19.61% | 12.66% | 32.99% | -5.55% | 14.43% |
Returns By Period
In the year-to-date period, EVSAX achieves a -3.97% return, which is significantly lower than EKBAX's 7.46% return. Both investments have delivered pretty close results over the past 10 years, with EVSAX having a 13.81% annualized return and EKBAX not far ahead at 14.11%.
EVSAX
- 1D
- 2.98%
- 1M
- -4.45%
- YTD
- -3.97%
- 6M
- -1.73%
- 1Y
- 19.59%
- 3Y*
- 19.88%
- 5Y*
- 12.61%
- 10Y*
- 13.81%
EKBAX
- 1D
- 2.78%
- 1M
- -4.52%
- YTD
- 7.46%
- 6M
- 13.50%
- 1Y
- 39.99%
- 3Y*
- 22.93%
- 5Y*
- 14.35%
- 10Y*
- 14.11%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EVSAX vs. EKBAX - Expense Ratio Comparison
EVSAX has a 0.86% expense ratio, which is lower than EKBAX's 1.10% expense ratio.
Return for Risk
EVSAX vs. EKBAX — Risk / Return Rank
EVSAX
EKBAX
EVSAX vs. EKBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Disciplined U.S. Core Fund (EVSAX) and Allspring Diversified Capital Builder Fund (EKBAX). 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.
| EVSAX | EKBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.96 | -0.86 |
Sortino ratioReturn per unit of downside risk | 1.67 | 2.56 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.41 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 3.08 | -1.30 |
Martin ratioReturn relative to average drawdown | 8.49 | 15.01 | -6.52 |
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
| EVSAX | EKBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.96 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.81 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.81 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.47 | +0.01 |
Correlation
The correlation between EVSAX and EKBAX is 0.91, 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
EVSAX vs. EKBAX - Dividend Comparison
EVSAX's dividend yield for the trailing twelve months is around 5.77%, less than EKBAX's 8.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVSAX Allspring Disciplined U.S. Core Fund | 5.77% | 5.54% | 6.61% | 9.22% | 14.46% | 8.22% | 9.22% | 6.68% | 7.11% | 4.31% | 2.43% | 11.99% |
EKBAX Allspring Diversified Capital Builder Fund | 8.95% | 9.61% | 5.28% | 6.16% | 12.50% | 6.89% | 2.03% | 9.49% | 7.14% | 6.20% | 10.05% | 11.47% |
Drawdowns
EVSAX vs. EKBAX - Drawdown Comparison
The maximum EVSAX drawdown since its inception was -53.73%, roughly equal to the maximum EKBAX drawdown of -55.64%. Use the drawdown chart below to compare losses from any high point for EVSAX and EKBAX.
Loading graphics...
Drawdown Indicators
| EVSAX | EKBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.73% | -55.64% | +1.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -13.29% | +1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -27.72% | -24.84% | -2.88% |
Max Drawdown (10Y)Largest decline over 10 years | -33.03% | -32.33% | -0.70% |
Current DrawdownCurrent decline from peak | -5.93% | -4.75% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -9.78% | -8.03% | -1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.72% | -0.28% |
Volatility
EVSAX vs. EKBAX - Volatility Comparison
The current volatility for Allspring Disciplined U.S. Core Fund (EVSAX) is 5.30%, while Allspring Diversified Capital Builder Fund (EKBAX) has a volatility of 6.47%. This indicates that EVSAX experiences smaller price fluctuations and is considered to be less risky than EKBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EVSAX | EKBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 6.47% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 13.05% | -3.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 20.88% | -2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.59% | 17.89% | -0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 17.42% | +0.95% |