OEGYX vs. WFPAX
Compare and contrast key facts about Invesco Discovery Mid Cap Growth Fund (OEGYX) and Allspring Special Mid Cap Value Fund - Class A (WFPAX).
OEGYX is managed by Invesco. It was launched on Nov 1, 2000. WFPAX is managed by Allspring Global Investments. It was launched on Jul 31, 2007.
Performance
OEGYX vs. WFPAX - Performance Comparison
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OEGYX vs. WFPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OEGYX Invesco Discovery Mid Cap Growth Fund | 7.37% | 5.08% | 24.38% | 13.24% | -30.92% | 18.76% | 40.53% | 39.33% | -6.50% | 28.34% |
WFPAX Allspring Special Mid Cap Value Fund - Class A | 3.72% | 5.81% | 11.58% | 9.17% | -4.95% | 28.14% | 2.93% | 39.96% | -13.42% | 10.82% |
Returns By Period
In the year-to-date period, OEGYX achieves a 7.37% return, which is significantly higher than WFPAX's 3.72% return. Over the past 10 years, OEGYX has outperformed WFPAX with an annualized return of 12.37%, while WFPAX has yielded a comparatively lower 10.17% annualized return.
OEGYX
- 1D
- 1.91%
- 1M
- -1.65%
- YTD
- 7.37%
- 6M
- 5.14%
- 1Y
- 25.38%
- 3Y*
- 14.72%
- 5Y*
- 4.77%
- 10Y*
- 12.37%
WFPAX
- 1D
- 0.62%
- 1M
- -4.60%
- YTD
- 3.72%
- 6M
- 3.71%
- 1Y
- 10.89%
- 3Y*
- 9.91%
- 5Y*
- 7.67%
- 10Y*
- 10.17%
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OEGYX vs. WFPAX - Expense Ratio Comparison
OEGYX has a 0.78% expense ratio, which is lower than WFPAX's 1.12% expense ratio.
Return for Risk
OEGYX vs. WFPAX — Risk / Return Rank
OEGYX
WFPAX
OEGYX vs. WFPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Mid Cap Growth Fund (OEGYX) and Allspring Special Mid Cap Value Fund - Class A (WFPAX). 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.
| OEGYX | WFPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.68 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.08 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 1.04 | +1.20 |
Martin ratioReturn relative to average drawdown | 8.66 | 3.60 | +5.06 |
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
| OEGYX | WFPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.68 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.45 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.54 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.41 | -0.05 |
Correlation
The correlation between OEGYX and WFPAX is 0.79, 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
OEGYX vs. WFPAX - Dividend Comparison
OEGYX's dividend yield for the trailing twelve months is around 6.94%, less than WFPAX's 10.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OEGYX Invesco Discovery Mid Cap Growth Fund | 6.94% | 7.45% | 4.13% | 0.00% | 0.00% | 16.02% | 3.08% | 3.85% | 9.31% | 8.34% | 0.81% | 3.88% |
WFPAX Allspring Special Mid Cap Value Fund - Class A | 10.97% | 11.38% | 7.97% | 5.39% | 8.69% | 9.86% | 0.36% | 7.38% | 2.40% | 4.14% | 1.08% | 4.14% |
Drawdowns
OEGYX vs. WFPAX - Drawdown Comparison
The maximum OEGYX drawdown since its inception was -53.44%, roughly equal to the maximum WFPAX drawdown of -56.20%. Use the drawdown chart below to compare losses from any high point for OEGYX and WFPAX.
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Drawdown Indicators
| OEGYX | WFPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.44% | -56.20% | +2.76% |
Max Drawdown (1Y)Largest decline over 1 year | -10.14% | -9.66% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -39.25% | -22.55% | -16.70% |
Max Drawdown (10Y)Largest decline over 10 years | -39.25% | -43.81% | +4.56% |
Current DrawdownCurrent decline from peak | -4.47% | -6.30% | +1.83% |
Average DrawdownAverage peak-to-trough decline | -12.57% | -8.99% | -3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 3.34% | -0.01% |
Volatility
OEGYX vs. WFPAX - Volatility Comparison
Invesco Discovery Mid Cap Growth Fund (OEGYX) has a higher volatility of 9.99% compared to Allspring Special Mid Cap Value Fund - Class A (WFPAX) at 5.48%. This indicates that OEGYX's price experiences larger fluctuations and is considered to be riskier than WFPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OEGYX | WFPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.99% | 5.48% | +4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 16.65% | 10.53% | +6.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.95% | 17.50% | +6.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.00% | 17.23% | +4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.89% | 18.90% | +2.99% |