WFMIX vs. VFTAX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund Class I (WFMIX) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX).
WFMIX is managed by Allspring Global Investments. VFTAX is managed by Vanguard. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFMIX or VFTAX.
Key characteristics
| WFMIX | VFTAX | |
|---|---|---|
| YTD Return | 18.59% | 27.20% |
| 1Y Return | 27.70% | 40.93% |
| 3Y Return (Ann) | 0.62% | 8.83% |
| 5Y Return (Ann) | 6.05% | 16.01% |
| Sharpe Ratio | 2.13 | 2.93 |
| Sortino Ratio | 2.94 | 3.86 |
| Omega Ratio | 1.38 | 1.54 |
| Calmar Ratio | 1.33 | 3.76 |
| Martin Ratio | 13.66 | 18.48 |
| Ulcer Index | 1.96% | 2.15% |
| Daily Std Dev | 12.63% | 13.56% |
| Max Drawdown | -56.74% | -34.20% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between WFMIX and VFTAX is 0.78, 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.
Performance
WFMIX vs. VFTAX - Performance Comparison
In the year-to-date period, WFMIX achieves a 18.59% return, which is significantly lower than VFTAX's 27.20% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WFMIX vs. VFTAX - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is higher than VFTAX's 0.14% expense ratio.
Risk-Adjusted Performance
WFMIX vs. VFTAX - Risk-Adjusted Performance 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.
Dividends
WFMIX vs. VFTAX - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 1.07%, more than VFTAX's 1.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFMIX Allspring Special Mid Cap Value Fund Class I | 1.07% | 1.27% | 1.02% | 0.51% | 0.66% | 0.84% | 0.94% | 0.95% | 0.91% | 0.71% | 0.67% | 0.51% |
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 1.01% | 1.10% | 1.34% | 0.94% | 1.21% | 1.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WFMIX vs. VFTAX - Drawdown Comparison
The maximum WFMIX drawdown since its inception was -56.74%, 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. For additional features, visit the drawdowns tool.
Volatility
WFMIX vs. VFTAX - Volatility Comparison
The current volatility for Allspring Special Mid Cap Value Fund Class I (WFMIX) is 3.70%, while Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) has a volatility of 4.26%. 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.