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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMGMX or WFMIX.
Key characteristics
| VMGMX | WFMIX | |
|---|---|---|
| YTD Return | 21.11% | 18.81% |
| 1Y Return | 38.17% | 26.41% |
| 3Y Return (Ann) | 1.00% | 0.75% |
| 5Y Return (Ann) | 12.57% | 6.16% |
| 10Y Return (Ann) | 11.00% | 5.34% |
| Sharpe Ratio | 2.69 | 2.22 |
| Sortino Ratio | 3.60 | 3.05 |
| Omega Ratio | 1.47 | 1.40 |
| Calmar Ratio | 1.52 | 1.44 |
| Martin Ratio | 16.05 | 14.22 |
| Ulcer Index | 2.49% | 1.96% |
| Daily Std Dev | 14.84% | 12.58% |
| Max Drawdown | -37.17% | -56.74% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VMGMX and WFMIX is 0.83, 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.
Performance
VMGMX vs. WFMIX - Performance Comparison
In the year-to-date period, VMGMX achieves a 21.11% return, which is significantly higher than WFMIX's 18.81% return. Over the past 10 years, VMGMX has outperformed WFMIX with an annualized return of 11.00%, while WFMIX has yielded a comparatively lower 5.34% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
VMGMX vs. WFMIX - Risk-Adjusted Performance 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.
Dividends
VMGMX vs. WFMIX - Dividend Comparison
VMGMX's dividend yield for the trailing twelve months is around 0.66%, less than WFMIX's 1.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.66% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% | 0.79% | 0.61% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 1.07% | 1.27% | 1.02% | 0.51% | 0.66% | 0.84% | 0.94% | 0.95% | 0.91% | 0.71% | 0.67% | 0.51% |
Drawdowns
VMGMX vs. WFMIX - Drawdown Comparison
The maximum VMGMX drawdown since its inception was -37.17%, smaller than the maximum WFMIX drawdown of -56.74%. Use the drawdown chart below to compare losses from any high point for VMGMX and WFMIX. For additional features, visit the drawdowns tool.
Volatility
VMGMX vs. WFMIX - Volatility Comparison
Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) has a higher volatility of 4.58% compared to Allspring Special Mid Cap Value Fund Class I (WFMIX) at 3.58%. 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.