WFMIX vs. MYISX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund Class I (WFMIX) and Victory Integrity Small/Mid-Cap Value Fund (MYISX).
WFMIX is managed by Allspring Global Investments. MYISX is managed by Victory. It was launched on Jul 1, 2011.
Performance
WFMIX vs. MYISX - Performance Comparison
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WFMIX vs. MYISX - 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% |
MYISX Victory Integrity Small/Mid-Cap Value Fund | 1.87% | 9.47% | 9.54% | 14.54% | -7.99% | 33.19% | 4.93% | 25.44% | -17.64% | 18.39% |
Returns By Period
In the year-to-date period, WFMIX achieves a 3.16% return, which is significantly higher than MYISX's 1.87% return. Both investments have delivered pretty close results over the past 10 years, with WFMIX having a 10.45% annualized return and MYISX not far behind at 10.17%.
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%
MYISX
- 1D
- 2.64%
- 1M
- -6.45%
- YTD
- 1.87%
- 6M
- 4.31%
- 1Y
- 19.12%
- 3Y*
- 10.71%
- 5Y*
- 7.12%
- 10Y*
- 10.17%
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WFMIX vs. MYISX - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is higher than MYISX's 0.09% expense ratio.
Return for Risk
WFMIX vs. MYISX — Risk / Return Rank
WFMIX
MYISX
WFMIX vs. MYISX - 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 Victory Integrity Small/Mid-Cap Value Fund (MYISX). 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 | MYISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.90 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.37 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.34 | -0.28 |
Martin ratioReturn relative to average drawdown | 3.71 | 5.17 | -1.45 |
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 | MYISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.90 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.34 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.44 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.41 | +0.04 |
Correlation
The correlation between WFMIX and MYISX is 0.93, 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. MYISX - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 10.90%, more than MYISX's 4.27% 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% |
MYISX Victory Integrity Small/Mid-Cap Value Fund | 4.27% | 4.34% | 10.86% | 2.35% | 10.17% | 6.45% | 1.60% | 0.75% | 4.74% | 1.52% | 0.10% | 0.41% |
Drawdowns
WFMIX vs. MYISX - Drawdown Comparison
The maximum WFMIX drawdown since its inception was -52.70%, which is greater than MYISX's maximum drawdown of -47.79%. Use the drawdown chart below to compare losses from any high point for WFMIX and MYISX.
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Drawdown Indicators
| WFMIX | MYISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.70% | -47.79% | -4.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -14.73% | +3.16% |
Max Drawdown (5Y)Largest decline over 5 years | -22.13% | -26.51% | +4.38% |
Max Drawdown (10Y)Largest decline over 10 years | -43.80% | -47.79% | +3.99% |
Current DrawdownCurrent decline from peak | -6.87% | -7.24% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -6.83% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.83% | -0.53% |
Volatility
WFMIX vs. MYISX - Volatility Comparison
The current volatility for Allspring Special Mid Cap Value Fund Class I (WFMIX) is 5.58%, while Victory Integrity Small/Mid-Cap Value Fund (MYISX) has a volatility of 6.04%. This indicates that WFMIX experiences smaller price fluctuations and is considered to be less risky than MYISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFMIX | MYISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 6.04% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 11.68% | -1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.51% | 21.51% | -4.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 21.26% | -4.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 23.26% | -4.39% |