WFMIX vs. VMGMX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund Class I (WFMIX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX).
WFMIX is managed by Allspring Global Investments. VMGMX is managed by Vanguard. It was launched on Sep 27, 2011.
Performance
WFMIX vs. VMGMX - Performance Comparison
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WFMIX vs. VMGMX - 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% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | -7.61% | 10.69% | 15.65% | 23.93% | -28.84% | 20.48% | 34.45% | 33.85% | -5.61% | 21.83% |
Returns By Period
In the year-to-date period, WFMIX achieves a 3.16% return, which is significantly higher than VMGMX's -7.61% return. Both investments have delivered pretty close results over the past 10 years, with WFMIX having a 10.45% annualized return and VMGMX not far ahead at 10.62%.
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%
VMGMX
- 1D
- 3.15%
- 1M
- -7.31%
- YTD
- -7.61%
- 6M
- -12.10%
- 1Y
- 5.25%
- 3Y*
- 10.47%
- 5Y*
- 4.04%
- 10Y*
- 10.62%
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WFMIX vs. VMGMX - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is higher than VMGMX's 0.07% expense ratio.
Return for Risk
WFMIX vs. VMGMX — Risk / Return Rank
WFMIX
VMGMX
WFMIX vs. VMGMX - 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 Mid-Cap Growth Index Fund Admiral Shares (VMGMX). 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 | VMGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.28 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.07 | 0.55 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.07 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.39 | +0.67 |
Martin ratioReturn relative to average drawdown | 3.71 | 1.21 | +2.51 |
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 | VMGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.28 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.19 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.51 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.59 | -0.14 |
Correlation
The correlation between WFMIX and VMGMX is 0.82, 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. VMGMX - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 10.90%, more than VMGMX's 0.71% 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% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% |
Drawdowns
WFMIX vs. VMGMX - Drawdown Comparison
The maximum WFMIX drawdown since its inception was -52.70%, which is greater than VMGMX's maximum drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for WFMIX and VMGMX.
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Drawdown Indicators
| WFMIX | VMGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.70% | -37.17% | -15.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -15.95% | +4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -22.13% | -37.17% | +15.04% |
Max Drawdown (10Y)Largest decline over 10 years | -43.80% | -37.17% | -6.63% |
Current DrawdownCurrent decline from peak | -6.87% | -13.31% | +6.44% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -7.05% | -0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 5.11% | -1.81% |
Volatility
WFMIX vs. VMGMX - Volatility Comparison
The current volatility for Allspring Special Mid Cap Value Fund Class I (WFMIX) is 5.58%, while Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) has a volatility of 6.47%. This indicates that WFMIX experiences smaller price fluctuations and is considered to be less risky than VMGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFMIX | VMGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 6.47% | -0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 12.40% | -1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.51% | 21.07% | -3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 21.39% | -4.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 20.93% | -2.06% |