VMGMX vs. WFMIX
Compare and contrast key facts about Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
VMGMX is managed by Vanguard. It was launched on Sep 27, 2011. WFMIX is managed by Allspring Global Investments.
Performance
VMGMX vs. WFMIX - Performance Comparison
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VMGMX vs. WFMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | -7.61% | 10.69% | 15.65% | 23.93% | -28.84% | 20.48% | 34.45% | 33.85% | -5.61% | 21.83% |
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, VMGMX achieves a -7.61% return, which is significantly lower than WFMIX's 3.16% return. Both investments have delivered pretty close results over the past 10 years, with VMGMX having a 10.62% annualized return and WFMIX not far behind at 10.45%.
VMGMX
- 1D
- 3.15%
- 1M
- -7.31%
- YTD
- -7.61%
- 6M
- -12.10%
- 1Y
- 5.25%
- 3Y*
- 10.47%
- 5Y*
- 4.04%
- 10Y*
- 10.62%
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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VMGMX vs. WFMIX - Expense Ratio Comparison
VMGMX has a 0.07% expense ratio, which is lower than WFMIX's 0.80% expense ratio.
Return for Risk
VMGMX vs. WFMIX — Risk / Return Rank
VMGMX
WFMIX
VMGMX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) 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.
| VMGMX | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.67 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.07 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.14 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 1.06 | -0.67 |
Martin ratioReturn relative to average drawdown | 1.21 | 3.71 | -2.51 |
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
| VMGMX | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.67 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.46 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.56 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.45 | +0.14 |
Correlation
The correlation between VMGMX and WFMIX is 0.82, 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
VMGMX vs. WFMIX - Dividend Comparison
VMGMX's dividend yield for the trailing twelve months is around 0.71%, less than WFMIX's 10.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% |
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
VMGMX vs. WFMIX - Drawdown Comparison
The maximum VMGMX drawdown since its inception was -37.17%, smaller than the maximum WFMIX drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for VMGMX and WFMIX.
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Drawdown Indicators
| VMGMX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.17% | -52.70% | +15.53% |
Max Drawdown (1Y)Largest decline over 1 year | -15.95% | -11.57% | -4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -37.17% | -22.13% | -15.04% |
Max Drawdown (10Y)Largest decline over 10 years | -37.17% | -43.80% | +6.63% |
Current DrawdownCurrent decline from peak | -13.31% | -6.87% | -6.44% |
Average DrawdownAverage peak-to-trough decline | -7.05% | -7.53% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 3.30% | +1.81% |
Volatility
VMGMX vs. WFMIX - Volatility Comparison
Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) has a higher volatility of 6.47% compared to Allspring Special Mid Cap Value Fund Class I (WFMIX) at 5.58%. This indicates that VMGMX'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
| VMGMX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 5.58% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 12.40% | 10.53% | +1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 17.51% | +3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.39% | 17.17% | +4.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 18.87% | +2.06% |