WFDDX vs. OPOCX

In the year-to-date period, WFDDX achieves a -2.38% return, which is significantly higher than OPOCX's -3.94% return. Over the past 10 years, WFDDX has underperformed OPOCX with an annualized return of 7.84%, while OPOCX has yielded a comparatively higher 10.44% annualized return.

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WFDDX has a 1.11% expense ratio, which is higher than OPOCX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery SMID Cap Growth Fund (WFDDX) and Invesco Discovery Fund (OPOCX). 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 0.23, which is comparable to the OPOCX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of WFDDX and OPOCX, 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's dividend yield for the trailing twelve months is around 9.55%, more than OPOCX's 7.14% yield.

The maximum WFDDX drawdown since its inception was -56.27%, smaller than the maximum OPOCX drawdown of -64.17%. Use the drawdown chart below to compare losses from any high point for WFDDX and OPOCX.

Allspring Discovery SMID Cap Growth Fund (WFDDX) and Invesco Discovery Fund (OPOCX) have volatilities of 6.06% and 5.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.