WFMIX vs. SGRNX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund Class I (WFMIX) and Allspring Growth Fund (SGRNX).
WFMIX is managed by Allspring Global Investments. SGRNX is managed by Allspring Global Investments. It was launched on Feb 24, 2000.
Performance
WFMIX vs. SGRNX - Performance Comparison
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WFMIX vs. SGRNX - 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% |
SGRNX Allspring Growth Fund | -9.51% | 15.34% | 29.43% | 34.06% | -36.92% | 7.43% | 49.20% | 37.61% | 0.69% | 35.24% |
Returns By Period
In the year-to-date period, WFMIX achieves a 3.16% return, which is significantly higher than SGRNX's -9.51% return. Over the past 10 years, WFMIX has underperformed SGRNX with an annualized return of 10.45%, while SGRNX has yielded a comparatively higher 13.61% 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%
SGRNX
- 1D
- 4.61%
- 1M
- -6.12%
- YTD
- -9.51%
- 6M
- -12.99%
- 1Y
- 15.54%
- 3Y*
- 16.51%
- 5Y*
- 4.19%
- 10Y*
- 13.61%
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WFMIX vs. SGRNX - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is higher than SGRNX's 0.75% expense ratio.
Return for Risk
WFMIX vs. SGRNX — Risk / Return Rank
WFMIX
SGRNX
WFMIX vs. SGRNX - 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 Allspring Growth Fund (SGRNX). 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 | SGRNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.69 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.13 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.16 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.85 | +0.21 |
Martin ratioReturn relative to average drawdown | 3.71 | 2.75 | +0.96 |
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 | SGRNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.69 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.16 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.56 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.39 | +0.07 |
Correlation
The correlation between WFMIX and SGRNX is 0.76, 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. SGRNX - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 10.90%, less than SGRNX's 23.41% 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% |
SGRNX Allspring Growth Fund | 23.41% | 21.19% | 21.72% | 7.14% | 4.93% | 16.48% | 10.02% | 9.81% | 19.24% | 27.01% | 18.95% | 13.11% |
Drawdowns
WFMIX vs. SGRNX - Drawdown Comparison
The maximum WFMIX drawdown since its inception was -52.70%, roughly equal to the maximum SGRNX drawdown of -52.68%. Use the drawdown chart below to compare losses from any high point for WFMIX and SGRNX.
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Drawdown Indicators
| WFMIX | SGRNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.70% | -52.68% | -0.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -18.99% | +7.42% |
Max Drawdown (5Y)Largest decline over 5 years | -22.13% | -49.79% | +27.66% |
Max Drawdown (10Y)Largest decline over 10 years | -43.80% | -49.79% | +5.99% |
Current DrawdownCurrent decline from peak | -6.87% | -15.25% | +8.38% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -15.71% | +8.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 5.86% | -2.56% |
Volatility
WFMIX vs. SGRNX - Volatility Comparison
The current volatility for Allspring Special Mid Cap Value Fund Class I (WFMIX) is 5.58%, while Allspring Growth Fund (SGRNX) has a volatility of 8.60%. This indicates that WFMIX experiences smaller price fluctuations and is considered to be less risky than SGRNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFMIX | SGRNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 8.60% | -3.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 14.58% | -4.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.51% | 24.26% | -6.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 25.94% | -8.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 24.42% | -5.55% |