SENAX vs. WFMIX
Compare and contrast key facts about Allspring Discovery Mid Cap Growth Fund (SENAX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
SENAX is managed by Allspring Global Investments. It was launched on Feb 24, 2000. WFMIX is managed by Allspring Global Investments.
Performance
SENAX vs. WFMIX - Performance Comparison
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SENAX vs. WFMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery Mid Cap Growth Fund | -9.06% | 13.41% | 19.25% | 24.00% | -41.92% | 2.58% | 57.96% | 40.64% | -5.97% | 28.54% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 0.81% | 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, SENAX achieves a -9.06% return, which is significantly lower than WFMIX's 0.81% return. Both investments have delivered pretty close results over the past 10 years, with SENAX having a 10.26% annualized return and WFMIX not far behind at 10.19%.
SENAX
- 1D
- -1.54%
- 1M
- -11.15%
- YTD
- -9.06%
- 6M
- -11.07%
- 1Y
- 15.13%
- 3Y*
- 11.09%
- 5Y*
- -0.94%
- 10Y*
- 10.26%
WFMIX
- 1D
- -0.41%
- 1M
- -8.75%
- YTD
- 0.81%
- 6M
- 1.39%
- 1Y
- 9.15%
- 3Y*
- 9.18%
- 5Y*
- 7.66%
- 10Y*
- 10.19%
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SENAX vs. WFMIX - Expense Ratio Comparison
SENAX has a 1.18% expense ratio, which is higher than WFMIX's 0.80% expense ratio.
Return for Risk
SENAX vs. WFMIX — Risk / Return Rank
SENAX
WFMIX
SENAX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery Mid Cap Growth Fund (SENAX) 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.
| SENAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.56 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.00 | 0.92 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.12 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.72 | +0.14 |
Martin ratioReturn relative to average drawdown | 3.02 | 2.55 | +0.47 |
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
| SENAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.56 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.45 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.54 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.45 | -0.17 |
Correlation
The correlation between SENAX and WFMIX is 0.78, 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
SENAX vs. WFMIX - Dividend Comparison
SENAX's dividend yield for the trailing twelve months is around 13.27%, more than WFMIX's 11.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery Mid Cap Growth Fund | 13.27% | 12.06% | 10.88% | 2.46% | 0.00% | 17.81% | 9.16% | 6.59% | 15.14% | 11.23% | 4.58% | 8.37% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 11.15% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
Drawdowns
SENAX vs. WFMIX - Drawdown Comparison
The maximum SENAX drawdown since its inception was -58.34%, which is greater than WFMIX's maximum drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for SENAX and WFMIX.
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Drawdown Indicators
| SENAX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.34% | -52.70% | -5.64% |
Max Drawdown (1Y)Largest decline over 1 year | -13.59% | -11.57% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -55.14% | -22.13% | -33.01% |
Max Drawdown (10Y)Largest decline over 10 years | -55.14% | -43.80% | -11.34% |
Current DrawdownCurrent decline from peak | -26.63% | -8.99% | -17.64% |
Average DrawdownAverage peak-to-trough decline | -17.72% | -7.53% | -10.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 3.27% | +0.62% |
Volatility
SENAX vs. WFMIX - Volatility Comparison
Allspring Discovery Mid Cap Growth Fund (SENAX) has a higher volatility of 7.31% compared to Allspring Special Mid Cap Value Fund Class I (WFMIX) at 4.89%. This indicates that SENAX's price experiences larger fluctuations and is considered to be riskier 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
| SENAX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 4.89% | +2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 10.28% | +4.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.77% | 17.39% | +7.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.82% | 17.15% | +11.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.70% | 18.86% | +6.84% |