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OPOCX vs. WFDDX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

OPOCX vs. WFDDX

Last updated May 12, 2025

Compare and contrast key facts about Invesco Discovery Fund (OPOCX) and Allspring Discovery SMID Cap Growth Fund (WFDDX).

OPOCX is managed by Invesco. It was launched on Sep 11, 1986. WFDDX is managed by Allspring Global Investments. It was launched on Apr 8, 2005.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OPOCX or WFDDX.

Correlation

The correlation between OPOCX and WFDDX is 0.80, 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

OPOCX vs. WFDDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Discovery Fund (OPOCX) and Allspring Discovery SMID Cap Growth Fund (WFDDX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

OPOCX:

15.47%

WFDDX:

15.60%

Max Drawdown

OPOCX:

-0.97%

WFDDX:

-0.53%

Current Drawdown

OPOCX:

-0.48%

WFDDX:

-0.53%

Returns By Period

OPOCX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

WFDDX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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OPOCX vs. WFDDX - Expense Ratio Comparison

OPOCX has a 1.01% expense ratio, which is lower than WFDDX's 1.11% expense ratio.

WFDDX
Allspring Discovery SMID Cap Growth Fund
OPOCX
Invesco Discovery Fund

Risk-Adjusted Performance

OPOCX vs. WFDDX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
OPOCX
The Risk-Adjusted Performance Rank of OPOCX is 1616
Overall Rank
The Sharpe Ratio Rank of OPOCX is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of OPOCX is 1616
Sortino Ratio Rank
The Omega Ratio Rank of OPOCX is 1616
Omega Ratio Rank
The Calmar Ratio Rank of OPOCX is 1515
Calmar Ratio Rank
The Martin Ratio Rank of OPOCX is 1515
Martin Ratio Rank
WFDDX
The Risk-Adjusted Performance Rank of WFDDX is 1414
Overall Rank
The Sharpe Ratio Rank of WFDDX is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of WFDDX is 1313
Sortino Ratio Rank
The Omega Ratio Rank of WFDDX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of WFDDX is 1515
Calmar Ratio Rank
The Martin Ratio Rank of WFDDX is 1313
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

OPOCX vs. WFDDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Fund (OPOCX) and Allspring Discovery SMID Cap Growth Fund (WFDDX). 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.

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Dividends

OPOCX vs. WFDDX - Dividend Comparison

OPOCX's dividend yield for the trailing twelve months is around 7.39%, while WFDDX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
OPOCX
Invesco Discovery Fund		7.39%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WFDDX
Allspring Discovery SMID Cap Growth Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

OPOCX vs. WFDDX - Drawdown Comparison

The maximum OPOCX drawdown since its inception was -0.97%, which is greater than WFDDX's maximum drawdown of -0.53%. Use the drawdown chart below to compare losses from any high point for OPOCX and WFDDX. For additional features, visit the drawdowns tool.

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Volatility

OPOCX vs. WFDDX - Volatility Comparison

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