VMVAX vs. WFMIX
Compare and contrast key facts about Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
VMVAX is managed by Vanguard. It was launched on Sep 27, 2011. WFMIX is managed by Allspring Global Investments.
Performance
VMVAX vs. WFMIX - Performance Comparison
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VMVAX vs. WFMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 4.50% | 12.06% | 13.63% | 10.12% | -7.89% | 28.77% | 2.45% | 28.03% | -12.44% | 17.04% |
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, VMVAX achieves a 4.50% return, which is significantly higher than WFMIX's 3.16% return. Both investments have delivered pretty close results over the past 10 years, with VMVAX having a 10.19% annualized return and WFMIX not far ahead at 10.45%.
VMVAX
- 1D
- 1.57%
- 1M
- -4.65%
- YTD
- 4.50%
- 6M
- 6.96%
- 1Y
- 17.12%
- 3Y*
- 13.73%
- 5Y*
- 8.62%
- 10Y*
- 10.19%
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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VMVAX vs. WFMIX - Expense Ratio Comparison
VMVAX has a 0.07% expense ratio, which is lower than WFMIX's 0.80% expense ratio.
Return for Risk
VMVAX vs. WFMIX — Risk / Return Rank
VMVAX
WFMIX
VMVAX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) 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.
| VMVAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.67 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.07 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.14 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.06 | +0.41 |
Martin ratioReturn relative to average drawdown | 6.86 | 3.71 | +3.15 |
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
| VMVAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.67 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.46 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.56 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.45 | +0.22 |
Correlation
The correlation between VMVAX and WFMIX is 0.96, 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
VMVAX vs. WFMIX - Dividend Comparison
VMVAX's dividend yield for the trailing twelve months is around 1.99%, less than WFMIX's 10.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 1.99% | 2.10% | 2.11% | 2.26% | 2.27% | 1.78% | 2.36% | 2.08% | 2.75% | 1.86% | 1.91% | 2.04% |
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
VMVAX vs. WFMIX - Drawdown Comparison
The maximum VMVAX drawdown since its inception was -43.07%, smaller than the maximum WFMIX drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for VMVAX and WFMIX.
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Drawdown Indicators
| VMVAX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.07% | -52.70% | +9.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -11.57% | -0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -19.75% | -22.13% | +2.38% |
Max Drawdown (10Y)Largest decline over 10 years | -43.07% | -43.80% | +0.73% |
Current DrawdownCurrent decline from peak | -4.72% | -6.87% | +2.15% |
Average DrawdownAverage peak-to-trough decline | -4.41% | -7.53% | +3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 3.30% | -0.63% |
Volatility
VMVAX vs. WFMIX - Volatility Comparison
The current volatility for Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) is 4.24%, while Allspring Special Mid Cap Value Fund Class I (WFMIX) has a volatility of 5.58%. This indicates that VMVAX experiences smaller price fluctuations and is considered to be less risky 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
| VMVAX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.58% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.75% | 10.53% | -1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.36% | 17.51% | -1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.09% | 17.17% | -1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.80% | 18.87% | -0.07% |