IBGIX vs. WFMIX
Compare and contrast key facts about VY Baron Growth Portfolio (IBGIX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
IBGIX is managed by Voya. It was launched on May 1, 2002. WFMIX is managed by Allspring Global Investments.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBGIX or WFMIX.
Key characteristics
| IBGIX | WFMIX | |
|---|---|---|
| YTD Return | 5.66% | 14.76% |
| 1Y Return | 9.15% | 21.01% |
| 3Y Return (Ann) | -0.93% | 9.45% |
| 5Y Return (Ann) | 9.72% | 11.39% |
| 10Y Return (Ann) | 10.68% | 9.73% |
| Sharpe Ratio | 0.64 | 1.62 |
| Daily Std Dev | 15.24% | 13.07% |
| Max Drawdown | -57.27% | -52.70% |
| Current Drawdown | -8.18% | -0.49% |
Correlation
The correlation between IBGIX and WFMIX is 0.85, 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.
Performance
IBGIX vs. WFMIX - Performance Comparison
In the year-to-date period, IBGIX achieves a 5.66% return, which is significantly lower than WFMIX's 14.76% return. Over the past 10 years, IBGIX has outperformed WFMIX with an annualized return of 10.68%, while WFMIX has yielded a comparatively lower 9.73% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IBGIX vs. WFMIX - Expense Ratio Comparison
IBGIX has a 0.99% expense ratio, which is higher than WFMIX's 0.80% expense ratio.
Risk-Adjusted Performance
IBGIX vs. WFMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VY Baron Growth Portfolio (IBGIX) 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.
Dividends
IBGIX vs. WFMIX - Dividend Comparison
IBGIX's dividend yield for the trailing twelve months is around 4.10%, less than WFMIX's 4.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBGIX VY Baron Growth Portfolio | 4.10% | 5.23% | 11.56% | 6.89% | 0.00% | 59.55% | 11.51% | 12.13% | 11.71% | 8.93% | 1.75% | 4.65% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 4.80% | 5.51% | 8.71% | 9.87% | 0.66% | 4.16% | 2.74% | 4.41% | 1.44% | 4.47% | 9.69% | 7.38% |
Drawdowns
IBGIX vs. WFMIX - Drawdown Comparison
The maximum IBGIX drawdown since its inception was -57.27%, which is greater than WFMIX's maximum drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for IBGIX and WFMIX. For additional features, visit the drawdowns tool.
Volatility
IBGIX vs. WFMIX - Volatility Comparison
The current volatility for VY Baron Growth Portfolio (IBGIX) is 3.08%, while Allspring Special Mid Cap Value Fund Class I (WFMIX) has a volatility of 3.31%. This indicates that IBGIX 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.