VMVAX vs. WFPAX
Compare and contrast key facts about Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) and Allspring Special Mid Cap Value Fund - Class A (WFPAX).
VMVAX is managed by Vanguard. It was launched on Sep 27, 2011. WFPAX is managed by Allspring Global Investments. It was launched on Jul 31, 2007.
Performance
VMVAX vs. WFPAX - Performance Comparison
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VMVAX vs. WFPAX - 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% |
WFPAX Allspring Special Mid Cap Value Fund - Class A | 3.09% | 5.81% | 11.58% | 9.17% | -4.95% | 28.14% | 2.93% | 39.96% | -13.42% | 10.82% |
Returns By Period
In the year-to-date period, VMVAX achieves a 4.50% return, which is significantly higher than WFPAX's 3.09% return. Both investments have delivered pretty close results over the past 10 years, with VMVAX having a 10.19% annualized return and WFPAX not far behind at 10.10%.
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%
WFPAX
- 1D
- 2.34%
- 1M
- -6.78%
- YTD
- 3.09%
- 6M
- 3.35%
- 1Y
- 11.15%
- 3Y*
- 9.68%
- 5Y*
- 7.53%
- 10Y*
- 10.10%
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VMVAX vs. WFPAX - Expense Ratio Comparison
VMVAX has a 0.07% expense ratio, which is lower than WFPAX's 1.12% expense ratio.
Return for Risk
VMVAX vs. WFPAX — Risk / Return Rank
VMVAX
WFPAX
VMVAX vs. WFPAX - 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 A (WFPAX). 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 | WFPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.65 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.04 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.13 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.03 | +0.44 |
Martin ratioReturn relative to average drawdown | 6.86 | 3.59 | +3.27 |
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 | WFPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.65 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.44 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.54 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.41 | +0.26 |
Correlation
The correlation between VMVAX and WFPAX 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. WFPAX - Dividend Comparison
VMVAX's dividend yield for the trailing twelve months is around 1.99%, less than WFPAX's 11.04% 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% |
WFPAX Allspring Special Mid Cap Value Fund - Class A | 11.04% | 11.38% | 7.97% | 5.39% | 8.69% | 9.86% | 0.36% | 7.38% | 2.40% | 4.14% | 1.08% | 4.14% |
Drawdowns
VMVAX vs. WFPAX - Drawdown Comparison
The maximum VMVAX drawdown since its inception was -43.07%, smaller than the maximum WFPAX drawdown of -56.20%. Use the drawdown chart below to compare losses from any high point for VMVAX and WFPAX.
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Drawdown Indicators
| VMVAX | WFPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.07% | -56.20% | +13.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -11.57% | -0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -19.75% | -22.55% | +2.80% |
Max Drawdown (10Y)Largest decline over 10 years | -43.07% | -43.81% | +0.74% |
Current DrawdownCurrent decline from peak | -4.72% | -6.87% | +2.15% |
Average DrawdownAverage peak-to-trough decline | -4.41% | -8.99% | +4.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 3.32% | -0.65% |
Volatility
VMVAX vs. WFPAX - 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 A (WFPAX) has a volatility of 5.59%. This indicates that VMVAX experiences smaller price fluctuations and is considered to be less risky than WFPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VMVAX | WFPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.59% | -1.35% |
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% | 17.50% | -1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.09% | 17.24% | -1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.80% | 18.90% | -0.10% |