WFDDX vs. FSCRX

In the year-to-date period, WFDDX achieves a 5.12% return, which is significantly higher than FSCRX's 2.49% return. Over the past 10 years, WFDDX has underperformed FSCRX with an annualized return of -1.46%, while FSCRX has yielded a comparatively higher -1.03% annualized return.

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WFDDX has a 1.11% expense ratio, which is higher than FSCRX's 0.98% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery SMID Cap Growth Fund (WFDDX) and Fidelity Small Cap Discovery Fund (FSCRX). 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.

The current WFDDX Sharpe Ratio is 0.41, which is higher than the FSCRX Sharpe Ratio of -0.53. The chart below compares the historical Sharpe Ratios of WFDDX and FSCRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WFDDX has not paid dividends to shareholders, while FSCRX's dividend yield for the trailing twelve months is around 0.23%.

The maximum WFDDX drawdown since its inception was -64.36%, which is greater than FSCRX's maximum drawdown of -61.11%. Use the drawdown chart below to compare losses from any high point for WFDDX and FSCRX. For additional features, visit the drawdowns tool.

Allspring Discovery SMID Cap Growth Fund (WFDDX) has a higher volatility of 4.72% compared to Fidelity Small Cap Discovery Fund (FSCRX) at 3.92%. This indicates that WFDDX's price experiences larger fluctuations and is considered to be riskier than FSCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.