WFPAX vs. FSMDX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund - Class A (WFPAX) and Fidelity Mid Cap Index Fund (FSMDX).
WFPAX is managed by Allspring Global Investments. It was launched on Jul 31, 2007. FSMDX is managed by Fidelity. It was launched on Sep 8, 2011.
Performance
WFPAX vs. FSMDX - Performance Comparison
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WFPAX vs. FSMDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFPAX Allspring Special Mid Cap Value Fund - Class A | 0.73% | 5.81% | 11.58% | 9.17% | -4.95% | 28.14% | 2.93% | 39.96% | -13.42% | 10.82% |
FSMDX Fidelity Mid Cap Index Fund | -1.30% | 10.58% | 15.55% | 17.20% | -17.27% | 22.56% | 17.13% | 30.53% | -9.38% | 18.04% |
Returns By Period
In the year-to-date period, WFPAX achieves a 0.73% return, which is significantly higher than FSMDX's -1.30% return. Over the past 10 years, WFPAX has underperformed FSMDX with an annualized return of 9.85%, while FSMDX has yielded a comparatively higher 10.52% annualized return.
WFPAX
- 1D
- -0.43%
- 1M
- -8.77%
- YTD
- 0.73%
- 6M
- 1.24%
- 1Y
- 8.81%
- 3Y*
- 8.84%
- 5Y*
- 7.32%
- 10Y*
- 9.85%
FSMDX
- 1D
- -0.76%
- 1M
- -7.77%
- YTD
- -1.30%
- 6M
- -1.14%
- 1Y
- 13.02%
- 3Y*
- 12.41%
- 5Y*
- 6.74%
- 10Y*
- 10.52%
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WFPAX vs. FSMDX - Expense Ratio Comparison
WFPAX has a 1.12% expense ratio, which is higher than FSMDX's 0.03% expense ratio.
Return for Risk
WFPAX vs. FSMDX — Risk / Return Rank
WFPAX
FSMDX
WFPAX vs. FSMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Special Mid Cap Value Fund - Class A (WFPAX) and Fidelity Mid Cap Index Fund (FSMDX). 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.
| WFPAX | FSMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.72 | -0.18 |
Sortino ratioReturn per unit of downside risk | 0.89 | 1.13 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.16 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 0.87 | -0.18 |
Martin ratioReturn relative to average drawdown | 2.43 | 4.07 | -1.64 |
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
| WFPAX | FSMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.72 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.37 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.55 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.65 | -0.24 |
Correlation
The correlation between WFPAX and FSMDX is 0.93, 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
WFPAX vs. FSMDX - Dividend Comparison
WFPAX's dividend yield for the trailing twelve months is around 11.30%, more than FSMDX's 1.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFPAX Allspring Special Mid Cap Value Fund - Class A | 11.30% | 11.38% | 7.97% | 5.39% | 8.69% | 9.86% | 0.36% | 7.38% | 2.40% | 4.14% | 1.08% | 4.14% |
FSMDX Fidelity Mid Cap Index Fund | 1.12% | 1.10% | 2.46% | 1.39% | 2.07% | 3.35% | 2.34% | 2.86% | 2.21% | 2.17% | 2.23% | 2.84% |
Drawdowns
WFPAX vs. FSMDX - Drawdown Comparison
The maximum WFPAX drawdown since its inception was -56.20%, which is greater than FSMDX's maximum drawdown of -40.35%. Use the drawdown chart below to compare losses from any high point for WFPAX and FSMDX.
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Drawdown Indicators
| WFPAX | FSMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.20% | -40.35% | -15.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -13.42% | +1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -22.55% | -26.07% | +3.52% |
Max Drawdown (10Y)Largest decline over 10 years | -43.81% | -40.35% | -3.46% |
Current DrawdownCurrent decline from peak | -9.00% | -8.16% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -9.00% | -5.00% | -4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 2.86% | +0.43% |
Volatility
WFPAX vs. FSMDX - Volatility Comparison
Allspring Special Mid Cap Value Fund - Class A (WFPAX) and Fidelity Mid Cap Index Fund (FSMDX) have volatilities of 4.89% and 4.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFPAX | FSMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 4.74% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.27% | 10.17% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.38% | 18.96% | -1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 18.23% | -1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 19.28% | -0.40% |