WFMIX vs. SOPVX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund Class I (WFMIX) and Allspring Opportunity Fund (SOPVX).
WFMIX is managed by Allspring Global Investments. SOPVX is managed by Allspring Global Investments. It was launched on Feb 24, 2000.
Performance
WFMIX vs. SOPVX - Performance Comparison
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WFMIX vs. SOPVX - 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% |
SOPVX Allspring Opportunity Fund | -5.97% | 6.57% | 14.82% | 26.38% | -20.91% | 24.35% | 20.88% | 39.41% | -7.34% | 19.97% |
Returns By Period
In the year-to-date period, WFMIX achieves a 3.16% return, which is significantly higher than SOPVX's -5.97% return. Over the past 10 years, WFMIX has underperformed SOPVX with an annualized return of 10.45%, while SOPVX has yielded a comparatively higher 11.34% 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%
SOPVX
- 1D
- 3.39%
- 1M
- -5.91%
- YTD
- -5.97%
- 6M
- -5.32%
- 1Y
- 7.19%
- 3Y*
- 10.28%
- 5Y*
- 6.27%
- 10Y*
- 11.34%
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WFMIX vs. SOPVX - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is lower than SOPVX's 1.18% expense ratio.
Return for Risk
WFMIX vs. SOPVX — Risk / Return Rank
WFMIX
SOPVX
WFMIX vs. SOPVX - 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 Opportunity Fund (SOPVX). 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 | SOPVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.40 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.07 | 0.72 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.10 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.62 | +0.44 |
Martin ratioReturn relative to average drawdown | 3.71 | 2.27 | +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 | SOPVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.40 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.32 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.57 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.38 | +0.07 |
Correlation
The correlation between WFMIX and SOPVX 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. SOPVX - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 10.90%, more than SOPVX's 9.64% 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% |
SOPVX Allspring Opportunity Fund | 9.64% | 9.06% | 9.58% | 3.97% | 10.91% | 11.95% | 6.21% | 11.59% | 12.95% | 13.80% | 6.55% | 16.39% |
Drawdowns
WFMIX vs. SOPVX - Drawdown Comparison
The maximum WFMIX drawdown since its inception was -52.70%, smaller than the maximum SOPVX drawdown of -56.27%. Use the drawdown chart below to compare losses from any high point for WFMIX and SOPVX.
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Drawdown Indicators
| WFMIX | SOPVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.70% | -56.27% | +3.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -12.74% | +1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -22.13% | -34.60% | +12.47% |
Max Drawdown (10Y)Largest decline over 10 years | -43.80% | -35.51% | -8.29% |
Current DrawdownCurrent decline from peak | -6.87% | -9.14% | +2.27% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -9.81% | +2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.47% | -0.17% |
Volatility
WFMIX vs. SOPVX - Volatility Comparison
The current volatility for Allspring Special Mid Cap Value Fund Class I (WFMIX) is 5.58%, while Allspring Opportunity Fund (SOPVX) has a volatility of 6.28%. This indicates that WFMIX experiences smaller price fluctuations and is considered to be less risky than SOPVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFMIX | SOPVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 6.28% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 10.64% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.51% | 19.43% | -1.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 19.88% | -2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 19.89% | -1.02% |