SOPVX vs. WFMIX
Compare and contrast key facts about Allspring Opportunity Fund (SOPVX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
SOPVX is managed by Allspring Global Investments. It was launched on Feb 24, 2000. WFMIX is managed by Allspring Global Investments.
Performance
SOPVX vs. WFMIX - Performance Comparison
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SOPVX vs. WFMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SOPVX Allspring Opportunity Fund | -5.97% | 6.57% | 14.82% | 26.38% | -20.91% | 24.35% | 20.88% | 39.41% | -7.34% | 19.97% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 3.16% | 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, SOPVX achieves a -5.97% return, which is significantly lower than WFMIX's 3.16% return. Over the past 10 years, SOPVX has outperformed WFMIX with an annualized return of 11.34%, while WFMIX has yielded a comparatively lower 10.45% annualized return.
SOPVX
- 1D
- 3.39%
- 1M
- -5.91%
- YTD
- -5.97%
- 6M
- -5.32%
- 1Y
- 7.19%
- 3Y*
- 10.28%
- 5Y*
- 6.27%
- 10Y*
- 11.34%
WFMIX
- 1D
- 2.33%
- 1M
- -6.76%
- YTD
- 3.16%
- 6M
- 3.51%
- 1Y
- 11.50%
- 3Y*
- 10.02%
- 5Y*
- 7.88%
- 10Y*
- 10.45%
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SOPVX vs. WFMIX - Expense Ratio Comparison
SOPVX has a 1.18% expense ratio, which is higher than WFMIX's 0.80% expense ratio.
Return for Risk
SOPVX vs. WFMIX — Risk / Return Rank
SOPVX
WFMIX
SOPVX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Opportunity Fund (SOPVX) 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.
| SOPVX | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.67 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.07 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.14 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.06 | -0.44 |
Martin ratioReturn relative to average drawdown | 2.27 | 3.71 | -1.45 |
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
| SOPVX | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.67 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.46 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.56 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.45 | -0.07 |
Correlation
The correlation between SOPVX and WFMIX is 0.89, 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
SOPVX vs. WFMIX - Dividend Comparison
SOPVX's dividend yield for the trailing twelve months is around 9.64%, less than WFMIX's 10.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPVX Allspring Opportunity Fund | 9.64% | 9.06% | 9.58% | 3.97% | 10.91% | 11.95% | 6.21% | 11.59% | 12.95% | 13.80% | 6.55% | 16.39% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 10.90% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
Drawdowns
SOPVX vs. WFMIX - Drawdown Comparison
The maximum SOPVX drawdown since its inception was -56.27%, which is greater than WFMIX's maximum drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for SOPVX and WFMIX.
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Drawdown Indicators
| SOPVX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.27% | -52.70% | -3.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.74% | -11.57% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -22.13% | -12.47% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | -43.80% | +8.29% |
Current DrawdownCurrent decline from peak | -9.14% | -6.87% | -2.27% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -7.53% | -2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 3.30% | +0.17% |
Volatility
SOPVX vs. WFMIX - Volatility Comparison
Allspring Opportunity Fund (SOPVX) has a higher volatility of 6.28% compared to Allspring Special Mid Cap Value Fund Class I (WFMIX) at 5.58%. This indicates that SOPVX'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
| SOPVX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 5.58% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 10.53% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.43% | 17.51% | +1.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.88% | 17.17% | +2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.89% | 18.87% | +1.02% |