Correlation
The correlation between WFDDX and VASGX is 0.85, 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.
WFDDX vs. VASGX
Compare and contrast key facts about Allspring Discovery SMID Cap Growth Fund (WFDDX) and Vanguard LifeStrategy Growth Fund (VASGX).
WFDDX is managed by Allspring Global Investments. It was launched on Apr 8, 2005. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFDDX or VASGX.
Performance
WFDDX vs. VASGX - Performance Comparison
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Key characteristics
WFDDX:
0.23
VASGX:
0.91
WFDDX:
0.40
VASGX:
1.22
WFDDX:
1.05
VASGX:
1.17
WFDDX:
0.09
VASGX:
0.86
WFDDX:
0.42
VASGX:
3.82
WFDDX:
9.00%
VASGX:
2.91%
WFDDX:
25.64%
VASGX:
13.69%
WFDDX:
-56.27%
VASGX:
-51.16%
WFDDX:
-27.14%
VASGX:
-0.24%
Returns By Period
In the year-to-date period, WFDDX achieves a -2.38% return, which is significantly lower than VASGX's 5.07% return. Both investments have delivered pretty close results over the past 10 years, with WFDDX having a 7.84% annualized return and VASGX not far ahead at 8.04%.
WFDDX
-2.38%
7.21%
-10.16%
5.91%
9.82%
3.82%
7.84%
VASGX
5.07%
4.57%
2.98%
12.32%
9.78%
10.46%
8.04%
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WFDDX vs. VASGX - Expense Ratio Comparison
WFDDX has a 1.11% expense ratio, which is higher than VASGX's 0.14% expense ratio.
Risk-Adjusted Performance
WFDDX vs. VASGX — Risk-Adjusted Performance Rank
WFDDX
VASGX
WFDDX vs. VASGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery SMID Cap Growth Fund (WFDDX) and Vanguard LifeStrategy Growth Fund (VASGX). 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.
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Dividends
WFDDX vs. VASGX - Dividend Comparison
WFDDX's dividend yield for the trailing twelve months is around 9.55%, more than VASGX's 5.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFDDX Allspring Discovery SMID Cap Growth Fund | 9.55% | 9.33% | 0.00% | 1.35% | 36.45% | 4.93% | 13.44% | 19.12% | 17.95% | 1.32% | 8.92% | 8.06% |
VASGX Vanguard LifeStrategy Growth Fund | 5.85% | 6.15% | 3.00% | 2.22% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% | 2.76% |
Drawdowns
WFDDX vs. VASGX - Drawdown Comparison
The maximum WFDDX drawdown since its inception was -56.27%, which is greater than VASGX's maximum drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for WFDDX and VASGX.
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Volatility
WFDDX vs. VASGX - Volatility Comparison
Allspring Discovery SMID Cap Growth Fund (WFDDX) has a higher volatility of 6.06% compared to Vanguard LifeStrategy Growth Fund (VASGX) at 2.99%. This indicates that WFDDX's price experiences larger fluctuations and is considered to be riskier than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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