Correlation
The correlation between EVSAX and VFIFX is 0.97, 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.
EVSAX vs. VFIFX
Compare and contrast key facts about Allspring Disciplined U.S. Core Fund (EVSAX) and Vanguard Target Retirement 2050 Fund (VFIFX).
EVSAX is managed by Allspring Global Investments. It was launched on Feb 28, 1990. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVSAX or VFIFX.
Performance
EVSAX vs. VFIFX - Performance Comparison
Loading data...
Key characteristics
EVSAX:
0.81
VFIFX:
0.85
EVSAX:
1.13
VFIFX:
1.17
EVSAX:
1.16
VFIFX:
1.17
EVSAX:
0.76
VFIFX:
0.82
EVSAX:
2.86
VFIFX:
3.61
EVSAX:
5.06%
VFIFX:
3.29%
EVSAX:
20.03%
VFIFX:
15.43%
EVSAX:
-53.73%
VFIFX:
-51.68%
EVSAX:
-3.10%
VFIFX:
-0.30%
Returns By Period
In the year-to-date period, EVSAX achieves a 1.43% return, which is significantly lower than VFIFX's 5.42% return. Over the past 10 years, EVSAX has outperformed VFIFX with an annualized return of 12.30%, while VFIFX has yielded a comparatively lower 7.59% annualized return.
EVSAX
1.43%
6.46%
-0.51%
16.09%
15.06%
16.65%
12.30%
VFIFX
5.42%
5.04%
2.52%
13.10%
10.89%
9.57%
7.59%
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. VFIFX - Expense Ratio Comparison
EVSAX has a 0.86% expense ratio, which is higher than VFIFX's 0.08% expense ratio.
Risk-Adjusted Performance
EVSAX vs. VFIFX — Risk-Adjusted Performance Rank
EVSAX
VFIFX
EVSAX vs. VFIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Disciplined U.S. Core Fund (EVSAX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.
Loading data...
Dividends
EVSAX vs. VFIFX - Dividend Comparison
EVSAX's dividend yield for the trailing twelve months is around 6.51%, more than VFIFX's 2.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVSAX Allspring Disciplined U.S. Core Fund | 6.51% | 6.61% | 9.23% | 14.46% | 8.22% | 9.22% | 4.26% | 7.11% | 4.31% | 2.43% | 11.99% | 17.85% |
VFIFX Vanguard Target Retirement 2050 Fund | 2.11% | 2.22% | 2.21% | 2.38% | 12.83% | 1.84% | 2.20% | 2.51% | 1.92% | 2.04% | 2.36% | 2.03% |
Drawdowns
EVSAX vs. VFIFX - Drawdown Comparison
The maximum EVSAX drawdown since its inception was -53.73%, roughly equal to the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for EVSAX and VFIFX.
Loading data...
Volatility
EVSAX vs. VFIFX - Volatility Comparison
Allspring Disciplined U.S. Core Fund (EVSAX) has a higher volatility of 4.67% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 3.36%. This indicates that EVSAX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...