WFMIX vs. VFTAX
WFMIX (Allspring Special Mid Cap Value Fund Class I) and VFTAX (Vanguard FTSE Social Index Fund Admiral Shares) are both mutual funds - WFMIX is a Mid Cap Value Equities fund managed by Allspring, while VFTAX is a Large Cap Blend Equities fund tracking the FTSE US Choice Index. Over the past 5 years, WFMIX returned 8.74%/yr vs 11.71%/yr for VFTAX. Their 0.74 correlation means they have sometimes moved together and sometimes differently. WFMIX charges 0.80%/yr vs 0.14%/yr for VFTAX.
Performance
WFMIX vs. VFTAX - Performance Comparison
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Returns By Period
In the year-to-date period, WFMIX achieves a 13.27% return, which is significantly higher than VFTAX's 8.49% return.
WFMIX
- 1D
- 0.02%
- 1M
- 0.17%
- 6M
- 7.16%
- YTD
- 13.27%
- 1Y
- 17.44%
- 3Y*
- 10.75%
- 5Y*
- 8.74%
- 10Y*
- 10.80%
- ALL TIME*
- 9.25%
VFTAX
- 1D
- 1.93%
- 1M
- -0.60%
- 6M
- 8.19%
- YTD
- 8.49%
- 1Y
- 19.97%
- 3Y*
- 19.19%
- 5Y*
- 11.71%
- 10Y*
- —
- ALL TIME*
- 16.33%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WFMIX vs. VFTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WFMIX Allspring Special Mid Cap Value Fund Class I | 13.27% | 6.14% | 11.95% | 9.54% | -4.65% | 28.53% | 3.27% | 25.88% |
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 8.49% | 17.25% | 25.97% | 31.78% | -24.22% | 27.70% | 22.63% | 23.59% |
Correlation
The correlation between WFMIX and VFTAX is 0.55, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.55 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Feb 7, 2019 | 0.74 |
The correlation between WFMIX and VFTAX shifts across timeframes, from 0.55 (1 year) to 0.74 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WFMIX vs. VFTAX — Risk / Return Rank
WFMIX
VFTAX
WFMIX vs. VFTAX - 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 Vanguard FTSE Social Index Fund Admiral Shares (VFTAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WFMIX | VFTAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.48 | +0.10 |
| Martin ratioReturn relative to average drawdown | 5.26 | 5.84 | -0.59 |
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Drawdowns
WFMIX vs. VFTAX - Drawdown Comparison
The maximum WFMIX drawdown since its inception was -52.70%, which is greater than VFTAX's maximum drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for WFMIX and VFTAX.
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Drawdown Indicators
| WFMIX | VFTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.70% | -34.20% | -18.50% |
Max Drawdown (1Y)Largest decline over 1 year | -9.66% | -11.84% | +2.18% |
Max Drawdown (3Y)Largest decline over 3 years | -18.30% | -20.18% | +1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -22.13% | -29.12% | +6.99% |
Max Drawdown (10Y)Largest decline over 10 years | -43.80% | — | — |
Current DrawdownCurrent decline from peak | -1.19% | -2.84% | +1.65% |
Average DrawdownAverage peak-to-trough decline | -7.44% | -6.19% | -1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 2.99% | -0.08% |
Volatility
WFMIX vs. VFTAX - Volatility Comparison
The current volatility for Allspring Special Mid Cap Value Fund Class I (WFMIX) is 3.21%, while Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) has a volatility of 4.08%. This indicates that WFMIX experiences smaller price fluctuations and is considered to be less risky than VFTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFMIX | VFTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 4.08% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 10.57% | 11.64% | -1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.10% | 14.55% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.11% | 18.55% | -1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.85% | 20.71% | -1.86% |
WFMIX vs. VFTAX - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is higher than VFTAX's 0.14% expense ratio.
Dividends
WFMIX vs. VFTAX - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 9.93%, more than VFTAX's 0.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 0.83% | 0.85% | 0.99% | 1.10% | 1.34% | 0.94% | 1.21% | 1.43% | 0.00% | 0.00% | 0.00% | 0.00% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 9.93% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
Frequently Asked Questions
WFMIX and VFTAX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VFTAX has higher volatility (4.08%) compared to WFMIX (3.21%). In terms of maximum drawdown, WFMIX dropped -52.70% vs VFTAX's -34.20%.
VFTAX currently has the higher Sharpe Ratio (1.20 vs 1.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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