WFMIX vs. ACMVX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund Class I (WFMIX) and American Century Mid Cap Value Fund (ACMVX).
WFMIX is managed by Allspring Global Investments. ACMVX is managed by American Century Investments. It was launched on Mar 31, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFMIX or ACMVX.
Key characteristics
| WFMIX | ACMVX | |
|---|---|---|
| YTD Return | 18.59% | 12.71% |
| 1Y Return | 27.70% | 21.55% |
| 3Y Return (Ann) | 0.62% | -3.72% |
| 5Y Return (Ann) | 6.05% | 2.42% |
| 10Y Return (Ann) | 5.33% | 1.27% |
| Sharpe Ratio | 2.13 | 1.83 |
| Sortino Ratio | 2.94 | 2.59 |
| Omega Ratio | 1.38 | 1.33 |
| Calmar Ratio | 1.33 | 0.77 |
| Martin Ratio | 13.66 | 8.32 |
| Ulcer Index | 1.96% | 2.52% |
| Daily Std Dev | 12.63% | 11.48% |
| Max Drawdown | -56.74% | -55.52% |
| Current Drawdown | 0.00% | -11.37% |
Correlation
The correlation between WFMIX and ACMVX 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.
Performance
WFMIX vs. ACMVX - Performance Comparison
In the year-to-date period, WFMIX achieves a 18.59% return, which is significantly higher than ACMVX's 12.71% return. Over the past 10 years, WFMIX has outperformed ACMVX with an annualized return of 5.33%, while ACMVX has yielded a comparatively lower 1.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WFMIX vs. ACMVX - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is lower than ACMVX's 0.97% expense ratio.
Risk-Adjusted Performance
WFMIX vs. ACMVX - Risk-Adjusted Performance 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 (ACMVX). 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.
Dividends
WFMIX vs. ACMVX - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 1.07%, less than ACMVX's 1.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFMIX Allspring Special Mid Cap Value Fund Class I | 1.07% | 1.27% | 1.02% | 0.51% | 0.66% | 0.84% | 0.94% | 0.95% | 0.91% | 0.71% | 0.67% | 0.51% |
ACMVX American Century Mid Cap Value Fund | 1.51% | 1.72% | 1.80% | 1.42% | 1.33% | 1.46% | 1.81% | 1.58% | 1.29% | 1.18% | 1.11% | 1.30% |
Drawdowns
WFMIX vs. ACMVX - Drawdown Comparison
The maximum WFMIX drawdown since its inception was -56.74%, roughly equal to the maximum ACMVX drawdown of -55.52%. Use the drawdown chart below to compare losses from any high point for WFMIX and ACMVX. For additional features, visit the drawdowns tool.
Volatility
WFMIX vs. ACMVX - Volatility Comparison
Allspring Special Mid Cap Value Fund Class I (WFMIX) and American Century Mid Cap Value Fund (ACMVX) have volatilities of 3.70% and 3.69%, 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.