WFMIX vs. ACLAX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund Class I (WFMIX) and American Century Mid Cap Value Fund A Class (ACLAX).
WFMIX is managed by Allspring Global Investments. ACLAX is managed by American Century. It was launched on Mar 31, 2004.
Performance
WFMIX vs. ACLAX - Performance Comparison
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WFMIX vs. ACLAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFMIX Allspring Special Mid Cap Value Fund Class I | 3.16% | 6.14% | 11.95% | 9.54% | -4.65% | 28.53% | 3.27% | 40.27% | -13.12% | 11.16% |
ACLAX American Century Mid Cap Value Fund A Class | 2.49% | 8.52% | 8.18% | 5.93% | -1.53% | 23.01% | 1.44% | 28.55% | -12.93% | 11.31% |
Returns By Period
In the year-to-date period, WFMIX achieves a 3.16% return, which is significantly higher than ACLAX's 2.49% return. Over the past 10 years, WFMIX has outperformed ACLAX with an annualized return of 10.45%, while ACLAX has yielded a comparatively lower 8.53% annualized return.
WFMIX
- 1D
- 2.33%
- 1M
- -6.76%
- YTD
- 3.16%
- 6M
- 3.51%
- 1Y
- 11.50%
- 3Y*
- 10.02%
- 5Y*
- 7.88%
- 10Y*
- 10.45%
ACLAX
- 1D
- 1.55%
- 1M
- -6.35%
- YTD
- 2.49%
- 6M
- 2.67%
- 1Y
- 9.26%
- 3Y*
- 8.02%
- 5Y*
- 6.47%
- 10Y*
- 8.53%
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WFMIX vs. ACLAX - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is lower than ACLAX's 1.22% expense ratio.
Return for Risk
WFMIX vs. ACLAX — Risk / Return Rank
WFMIX
ACLAX
WFMIX vs. ACLAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Special Mid Cap Value Fund Class I (WFMIX) and American Century Mid Cap Value Fund A Class (ACLAX). 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.
| WFMIX | ACLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.58 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.07 | 0.94 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.12 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.90 | +0.16 |
Martin ratioReturn relative to average drawdown | 3.71 | 3.32 | +0.39 |
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
| WFMIX | ACLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.58 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.44 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.49 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.47 | -0.02 |
Correlation
The correlation between WFMIX and ACLAX is 0.94, 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
WFMIX vs. ACLAX - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 10.90%, less than ACLAX's 13.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFMIX Allspring Special Mid Cap Value Fund Class I | 10.90% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
ACLAX American Century Mid Cap Value Fund A Class | 13.82% | 14.24% | 8.53% | 5.01% | 14.77% | 15.72% | 1.62% | 1.23% | 14.17% | 9.25% | 3.82% | 10.86% |
Drawdowns
WFMIX vs. ACLAX - Drawdown Comparison
The maximum WFMIX drawdown since its inception was -52.70%, roughly equal to the maximum ACLAX drawdown of -51.37%. Use the drawdown chart below to compare losses from any high point for WFMIX and ACLAX.
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Drawdown Indicators
| WFMIX | ACLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.70% | -51.37% | -1.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -10.99% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -22.13% | -17.55% | -4.58% |
Max Drawdown (10Y)Largest decline over 10 years | -43.80% | -39.24% | -4.56% |
Current DrawdownCurrent decline from peak | -6.87% | -6.58% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -6.29% | -1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 2.98% | +0.32% |
Volatility
WFMIX vs. ACLAX - Volatility Comparison
Allspring Special Mid Cap Value Fund Class I (WFMIX) has a higher volatility of 5.58% compared to American Century Mid Cap Value Fund A Class (ACLAX) at 4.16%. This indicates that WFMIX's price experiences larger fluctuations and is considered to be riskier than ACLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFMIX | ACLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 4.16% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 8.65% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.51% | 15.62% | +1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 14.65% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 17.49% | +1.38% |