EVSAX vs. WFMIX
Compare and contrast key facts about Allspring Disciplined U.S. Core Fund (EVSAX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
EVSAX is managed by Allspring Global Investments. It was launched on Feb 28, 1990. WFMIX is managed by Allspring Global Investments.
Performance
EVSAX vs. WFMIX - Performance Comparison
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EVSAX vs. WFMIX - 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% |
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, EVSAX achieves a -3.97% return, which is significantly lower than WFMIX's 3.16% return. Over the past 10 years, EVSAX has outperformed WFMIX with an annualized return of 13.81%, while WFMIX has yielded a comparatively lower 10.45% annualized return.
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%
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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EVSAX vs. WFMIX - Expense Ratio Comparison
EVSAX has a 0.86% expense ratio, which is higher than WFMIX's 0.80% expense ratio.
Return for Risk
EVSAX vs. WFMIX — Risk / Return Rank
EVSAX
WFMIX
EVSAX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Disciplined U.S. Core Fund (EVSAX) 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.
| EVSAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.67 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.07 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.14 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.06 | +0.71 |
Martin ratioReturn relative to average drawdown | 8.49 | 3.71 | +4.77 |
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
| EVSAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.67 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.46 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.56 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.45 | +0.02 |
Correlation
The correlation between EVSAX and WFMIX is 0.87, 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. WFMIX - Dividend Comparison
EVSAX's dividend yield for the trailing twelve months is around 5.77%, less than WFMIX's 10.90% 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% |
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
EVSAX vs. WFMIX - Drawdown Comparison
The maximum EVSAX drawdown since its inception was -53.73%, roughly equal to the maximum WFMIX drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for EVSAX and WFMIX.
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Drawdown Indicators
| EVSAX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.73% | -52.70% | -1.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -11.57% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -27.72% | -22.13% | -5.59% |
Max Drawdown (10Y)Largest decline over 10 years | -33.03% | -43.80% | +10.77% |
Current DrawdownCurrent decline from peak | -5.93% | -6.87% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -9.78% | -7.53% | -2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 3.30% | -0.86% |
Volatility
EVSAX vs. WFMIX - Volatility Comparison
The current volatility for Allspring Disciplined U.S. Core Fund (EVSAX) is 5.30%, while Allspring Special Mid Cap Value Fund Class I (WFMIX) has a volatility of 5.58%. This indicates that EVSAX 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.
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Volatility by Period
| EVSAX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 5.58% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 10.53% | -0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 17.51% | +0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.59% | 17.17% | +0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 18.87% | -0.50% |