OPOCX vs. WFDDX

In the year-to-date period, OPOCX achieves a -15.44% return, which is significantly lower than WFDDX's -13.56% return. Over the past 10 years, OPOCX has outperformed WFDDX with an annualized return of 11.80%, while WFDDX has yielded a comparatively lower -3.74% annualized return.

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

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.

The current OPOCX Sharpe Ratio is -0.12, which is higher than the WFDDX Sharpe Ratio of -0.42. The chart below compares the historical Sharpe Ratios of OPOCX and WFDDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OPOCX's dividend yield for the trailing twelve months is around 8.11%, while WFDDX has not paid dividends to shareholders.

The maximum OPOCX drawdown since its inception was -51.64%, smaller than the maximum WFDDX drawdown of -64.36%. Use the drawdown chart below to compare losses from any high point for OPOCX and WFDDX. For additional features, visit the drawdowns tool.

Invesco Discovery Fund (OPOCX) and Allspring Discovery SMID Cap Growth Fund (WFDDX) have volatilities of 15.17% and 15.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.