Correlation
The correlation between SGRNX and VFIAX is 0.90, 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.
SGRNX vs. VFIAX
Compare and contrast key facts about Allspring Growth Fund (SGRNX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
SGRNX is managed by Allspring Global Investments. It was launched on Feb 24, 2000. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGRNX or VFIAX.
Performance
SGRNX vs. VFIAX - Performance Comparison
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Key characteristics
SGRNX:
0.55
VFIAX:
0.73
SGRNX:
0.79
VFIAX:
1.04
SGRNX:
1.11
VFIAX:
1.15
SGRNX:
0.46
VFIAX:
0.69
SGRNX:
1.46
VFIAX:
2.62
SGRNX:
8.12%
VFIAX:
4.93%
SGRNX:
26.72%
VFIAX:
19.77%
SGRNX:
-52.44%
VFIAX:
-55.20%
SGRNX:
-4.97%
VFIAX:
-3.43%
Returns By Period
In the year-to-date period, SGRNX achieves a 2.23% return, which is significantly higher than VFIAX's 1.04% return. Both investments have delivered pretty close results over the past 10 years, with SGRNX having a 12.46% annualized return and VFIAX not far ahead at 12.80%.
SGRNX
2.23%
9.39%
-1.12%
14.99%
16.41%
10.52%
12.46%
VFIAX
1.04%
5.62%
-1.37%
13.48%
14.36%
15.89%
12.80%
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SGRNX vs. VFIAX - Expense Ratio Comparison
SGRNX has a 0.75% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
SGRNX vs. VFIAX — Risk-Adjusted Performance Rank
SGRNX
VFIAX
SGRNX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Growth Fund (SGRNX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
SGRNX vs. VFIAX - Dividend Comparison
SGRNX's dividend yield for the trailing twelve months is around 21.25%, more than VFIAX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGRNX Allspring Growth Fund | 21.25% | 21.72% | 7.14% | 4.93% | 16.48% | 10.02% | 9.81% | 19.24% | 27.01% | 18.95% | 13.11% | 14.27% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.28% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SGRNX vs. VFIAX - Drawdown Comparison
The maximum SGRNX drawdown since its inception was -52.44%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for SGRNX and VFIAX.
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Volatility
SGRNX vs. VFIAX - Volatility Comparison
Allspring Growth Fund (SGRNX) has a higher volatility of 5.57% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 4.77%. This indicates that SGRNX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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