WFDDX vs. PHPPX

The year-to-date returns for both stocks are quite close, with WFDDX having a -2.38% return and PHPPX slightly lower at -2.48%. Over the past 10 years, WFDDX has underperformed PHPPX with an annualized return of 7.84%, while PHPPX has yielded a comparatively higher 9.44% annualized return.

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WFDDX has a 1.11% expense ratio, which is higher than PHPPX's 0.92% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery SMID Cap Growth Fund (WFDDX) and Principal MidCap Growth Fund (PHPPX). 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 lower than the PHPPX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of WFDDX and PHPPX, 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%, while PHPPX has not paid dividends to shareholders.

The maximum WFDDX drawdown since its inception was -56.27%, which is greater than PHPPX's maximum drawdown of -52.33%. Use the drawdown chart below to compare losses from any high point for WFDDX and PHPPX.

The current volatility for Allspring Discovery SMID Cap Growth Fund (WFDDX) is 6.06%, while Principal MidCap Growth Fund (PHPPX) has a volatility of 6.44%. This indicates that WFDDX experiences smaller price fluctuations and is considered to be less risky than PHPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.