WFMIX vs. ARFFX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund Class I (WFMIX) and Ariel Focus Fund (ARFFX).
WFMIX is managed by Allspring Global Investments. ARFFX is managed by Ariel Investments. It was launched on Jun 30, 2005.
Performance
WFMIX vs. ARFFX - Performance Comparison
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WFMIX vs. ARFFX - 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% |
ARFFX Ariel Focus Fund | 7.30% | 21.00% | 13.39% | 6.98% | -9.12% | 21.14% | 6.90% | 25.62% | -13.23% | 15.01% |
Returns By Period
In the year-to-date period, WFMIX achieves a 3.16% return, which is significantly lower than ARFFX's 7.30% return. Both investments have delivered pretty close results over the past 10 years, with WFMIX having a 10.45% annualized return and ARFFX not far ahead at 10.71%.
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%
ARFFX
- 1D
- 1.80%
- 1M
- -5.04%
- YTD
- 7.30%
- 6M
- 6.68%
- 1Y
- 35.08%
- 3Y*
- 16.21%
- 5Y*
- 8.06%
- 10Y*
- 10.71%
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WFMIX vs. ARFFX - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is lower than ARFFX's 1.00% expense ratio.
Return for Risk
WFMIX vs. ARFFX — Risk / Return Rank
WFMIX
ARFFX
WFMIX vs. ARFFX - 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 Ariel Focus Fund (ARFFX). 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 | ARFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.83 | -1.16 |
Sortino ratioReturn per unit of downside risk | 1.07 | 2.49 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.38 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 2.51 | -1.45 |
Martin ratioReturn relative to average drawdown | 3.71 | 9.72 | -6.00 |
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 | ARFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.83 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.44 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.54 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.35 | +0.10 |
Correlation
The correlation between WFMIX and ARFFX is 0.89, 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. ARFFX - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 10.90%, less than ARFFX's 11.82% 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% |
ARFFX Ariel Focus Fund | 11.82% | 12.68% | 2.27% | 3.33% | 8.30% | 3.30% | 2.41% | 1.03% | 7.61% | 5.76% | 1.04% | 13.91% |
Drawdowns
WFMIX vs. ARFFX - Drawdown Comparison
The maximum WFMIX drawdown since its inception was -52.70%, smaller than the maximum ARFFX drawdown of -57.66%. Use the drawdown chart below to compare losses from any high point for WFMIX and ARFFX.
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Drawdown Indicators
| WFMIX | ARFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.70% | -57.66% | +4.96% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -14.20% | +2.63% |
Max Drawdown (5Y)Largest decline over 5 years | -22.13% | -24.50% | +2.37% |
Max Drawdown (10Y)Largest decline over 10 years | -43.80% | -43.22% | -0.58% |
Current DrawdownCurrent decline from peak | -6.87% | -5.28% | -1.59% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -9.49% | +1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.66% | -0.36% |
Volatility
WFMIX vs. ARFFX - Volatility Comparison
Allspring Special Mid Cap Value Fund Class I (WFMIX) has a higher volatility of 5.58% compared to Ariel Focus Fund (ARFFX) at 4.43%. This indicates that WFMIX's price experiences larger fluctuations and is considered to be riskier than ARFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFMIX | ARFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 4.43% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 10.26% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.51% | 19.27% | -1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 18.61% | -1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 19.88% | -1.01% |