WFMIX vs. WSINX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund Class I (WFMIX) and Allspring Income Plus Fund (WSINX).
WFMIX is managed by Allspring Global Investments. WSINX is managed by Allspring Global Investments. It was launched on Jan 30, 2013.
Performance
WFMIX vs. WSINX - Performance Comparison
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WFMIX vs. WSINX - 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% |
WSINX Allspring Income Plus Fund | -0.22% | 6.61% | 5.43% | 9.40% | -9.25% | 3.08% | 8.14% | 8.65% | -0.66% | 6.84% |
Returns By Period
In the year-to-date period, WFMIX achieves a 3.16% return, which is significantly higher than WSINX's -0.22% return. Over the past 10 years, WFMIX has outperformed WSINX with an annualized return of 10.45%, while WSINX has yielded a comparatively lower 4.17% 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%
WSINX
- 1D
- 0.46%
- 1M
- -1.34%
- YTD
- -0.22%
- 6M
- 0.84%
- 1Y
- 4.82%
- 3Y*
- 6.22%
- 5Y*
- 2.63%
- 10Y*
- 4.17%
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WFMIX vs. WSINX - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is higher than WSINX's 0.60% expense ratio.
Return for Risk
WFMIX vs. WSINX — Risk / Return Rank
WFMIX
WSINX
WFMIX vs. WSINX - 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 Income Plus Fund (WSINX). 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 | WSINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.74 | -1.07 |
Sortino ratioReturn per unit of downside risk | 1.07 | 2.41 | -1.34 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.35 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 2.03 | -0.97 |
Martin ratioReturn relative to average drawdown | 3.71 | 7.71 | -4.00 |
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 | WSINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.74 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.70 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 1.18 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.91 | -0.45 |
Correlation
The correlation between WFMIX and WSINX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WFMIX vs. WSINX - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 10.90%, more than WSINX's 5.33% 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% |
WSINX Allspring Income Plus Fund | 5.33% | 4.91% | 5.43% | 5.59% | 3.76% | 6.55% | 3.12% | 3.56% | 3.83% | 2.88% | 2.87% | 1.97% |
Drawdowns
WFMIX vs. WSINX - Drawdown Comparison
The maximum WFMIX drawdown since its inception was -52.70%, which is greater than WSINX's maximum drawdown of -13.31%. Use the drawdown chart below to compare losses from any high point for WFMIX and WSINX.
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Drawdown Indicators
| WFMIX | WSINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.70% | -13.31% | -39.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -2.50% | -9.07% |
Max Drawdown (5Y)Largest decline over 5 years | -22.13% | -13.04% | -9.09% |
Max Drawdown (10Y)Largest decline over 10 years | -43.80% | -13.31% | -30.49% |
Current DrawdownCurrent decline from peak | -6.87% | -1.63% | -5.24% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -2.01% | -5.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 0.66% | +2.64% |
Volatility
WFMIX vs. WSINX - Volatility Comparison
Allspring Special Mid Cap Value Fund Class I (WFMIX) has a higher volatility of 5.58% compared to Allspring Income Plus Fund (WSINX) at 1.42%. This indicates that WFMIX's price experiences larger fluctuations and is considered to be riskier than WSINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFMIX | WSINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 1.42% | +4.16% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 1.83% | +8.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.51% | 2.92% | +14.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 3.75% | +13.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 3.55% | +15.32% |