WFMIX vs. TCVIX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund Class I (WFMIX) and Touchstone Mid Cap Value Fund (TCVIX).
WFMIX is managed by Allspring Global Investments. TCVIX is managed by Touchstone. It was launched on Sep 30, 2009.
Performance
WFMIX vs. TCVIX - Performance Comparison
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WFMIX vs. TCVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFMIX Allspring Special Mid Cap Value Fund Class I | 0.81% | 6.14% | 11.95% | 9.54% | -4.65% | 28.53% | 3.27% | 40.27% | -13.12% | 11.16% |
TCVIX Touchstone Mid Cap Value Fund | 5.28% | 10.00% | 8.61% | 7.78% | -8.38% | 27.12% | 5.70% | 29.76% | -16.77% | 14.09% |
Returns By Period
In the year-to-date period, WFMIX achieves a 0.81% return, which is significantly lower than TCVIX's 5.28% return. Over the past 10 years, WFMIX has outperformed TCVIX with an annualized return of 10.19%, while TCVIX has yielded a comparatively lower 8.94% annualized return.
WFMIX
- 1D
- -0.41%
- 1M
- -8.75%
- YTD
- 0.81%
- 6M
- 1.39%
- 1Y
- 9.15%
- 3Y*
- 9.18%
- 5Y*
- 7.66%
- 10Y*
- 10.19%
TCVIX
- 1D
- -0.74%
- 1M
- -7.05%
- YTD
- 5.28%
- 6M
- 8.70%
- 1Y
- 17.19%
- 3Y*
- 10.74%
- 5Y*
- 6.82%
- 10Y*
- 8.94%
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WFMIX vs. TCVIX - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is lower than TCVIX's 0.85% expense ratio.
Return for Risk
WFMIX vs. TCVIX — Risk / Return Rank
WFMIX
TCVIX
WFMIX vs. TCVIX - 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 Touchstone Mid Cap Value Fund (TCVIX). 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 | TCVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.03 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.51 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.21 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.32 | -0.60 |
Martin ratioReturn relative to average drawdown | 2.55 | 5.51 | -2.96 |
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 | TCVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.03 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.40 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.47 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.58 | -0.13 |
Correlation
The correlation between WFMIX and TCVIX is 0.96, 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. TCVIX - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 11.15%, more than TCVIX's 4.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFMIX Allspring Special Mid Cap Value Fund Class I | 11.15% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
TCVIX Touchstone Mid Cap Value Fund | 4.03% | 4.25% | 5.48% | 1.80% | 6.59% | 6.77% | 0.76% | 0.91% | 5.86% | 6.47% | 4.44% | 7.26% |
Drawdowns
WFMIX vs. TCVIX - Drawdown Comparison
The maximum WFMIX drawdown since its inception was -52.70%, which is greater than TCVIX's maximum drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for WFMIX and TCVIX.
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Drawdown Indicators
| WFMIX | TCVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.70% | -41.89% | -10.81% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -12.52% | +0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -22.13% | -19.37% | -2.76% |
Max Drawdown (10Y)Largest decline over 10 years | -43.80% | -41.89% | -1.91% |
Current DrawdownCurrent decline from peak | -8.99% | -7.76% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -5.43% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 3.00% | +0.27% |
Volatility
WFMIX vs. TCVIX - Volatility Comparison
The current volatility for Allspring Special Mid Cap Value Fund Class I (WFMIX) is 4.89%, while Touchstone Mid Cap Value Fund (TCVIX) has a volatility of 5.27%. This indicates that WFMIX experiences smaller price fluctuations and is considered to be less risky than TCVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFMIX | TCVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 5.27% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 10.00% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.39% | 17.54% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 17.11% | +0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.86% | 19.11% | -0.25% |