WFIOX vs. WFMIX
Compare and contrast key facts about Allspring Index Fund (WFIOX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
WFIOX is managed by Allspring Global Investments. It was launched on Feb 14, 1985. WFMIX is managed by Allspring Global Investments.
Performance
WFIOX vs. WFMIX - Performance Comparison
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WFIOX vs. WFMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFIOX Allspring Index Fund | -7.11% | 17.57% | 24.66% | 26.01% | -18.30% | 28.34% | 17.74% | 31.55% | -4.49% | 21.59% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 0.81% | 6.14% | 11.95% | 9.54% | -4.65% | 28.53% | 3.27% | 40.27% | -13.12% | 11.16% |
Returns By Period
In the year-to-date period, WFIOX achieves a -7.11% return, which is significantly lower than WFMIX's 0.81% return. Over the past 10 years, WFIOX has outperformed WFMIX with an annualized return of 13.50%, while WFMIX has yielded a comparatively lower 10.19% annualized return.
WFIOX
- 1D
- -0.40%
- 1M
- -7.69%
- YTD
- -7.11%
- 6M
- -4.72%
- 1Y
- 14.15%
- 3Y*
- 16.88%
- 5Y*
- 11.13%
- 10Y*
- 13.50%
WFMIX
- 1D
- -0.41%
- 1M
- -8.75%
- YTD
- 0.81%
- 6M
- 1.39%
- 1Y
- 9.15%
- 3Y*
- 9.18%
- 5Y*
- 7.66%
- 10Y*
- 10.19%
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WFIOX vs. WFMIX - Expense Ratio Comparison
WFIOX has a 0.25% expense ratio, which is lower than WFMIX's 0.80% expense ratio.
Return for Risk
WFIOX vs. WFMIX — Risk / Return Rank
WFIOX
WFMIX
WFIOX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Index Fund (WFIOX) and Allspring Special Mid Cap Value Fund Class I (WFMIX). 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.
| WFIOX | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.56 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.92 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.12 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 0.72 | +0.31 |
Martin ratioReturn relative to average drawdown | 5.01 | 2.55 | +2.46 |
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
| WFIOX | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.56 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.45 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.54 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.45 | +0.03 |
Correlation
The correlation between WFIOX and WFMIX is 0.87, 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
WFIOX vs. WFMIX - Dividend Comparison
WFIOX's dividend yield for the trailing twelve months is around 7.58%, less than WFMIX's 11.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFIOX Allspring Index Fund | 7.58% | 7.04% | 8.54% | 7.63% | 10.41% | 9.15% | 14.40% | 33.14% | 33.69% | 20.04% | 10.07% | 8.62% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 11.15% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
Drawdowns
WFIOX vs. WFMIX - Drawdown Comparison
The maximum WFIOX drawdown since its inception was -54.40%, roughly equal to the maximum WFMIX drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for WFIOX and WFMIX.
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Drawdown Indicators
| WFIOX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.40% | -52.70% | -1.70% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -11.57% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -22.13% | -2.50% |
Max Drawdown (10Y)Largest decline over 10 years | -33.94% | -43.80% | +9.86% |
Current DrawdownCurrent decline from peak | -8.93% | -8.99% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -9.71% | -7.53% | -2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 3.27% | -0.77% |
Volatility
WFIOX vs. WFMIX - Volatility Comparison
The current volatility for Allspring Index Fund (WFIOX) is 4.24%, while Allspring Special Mid Cap Value Fund Class I (WFMIX) has a volatility of 4.89%. This indicates that WFIOX experiences smaller price fluctuations and is considered to be less risky than WFMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFIOX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.89% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 10.28% | -1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.12% | 17.39% | +0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 17.15% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.10% | 18.86% | -0.76% |