WFPAX vs. VMVAX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund - Class A (WFPAX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX).
WFPAX is managed by Allspring Global Investments. It was launched on Jul 31, 2007. VMVAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFPAX or VMVAX.
Correlation
The correlation between WFPAX and VMVAX is 0.96, 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
WFPAX vs. VMVAX - Performance Comparison
Key characteristics
WFPAX:
0.38
VMVAX:
1.53
WFPAX:
0.57
VMVAX:
2.18
WFPAX:
1.08
VMVAX:
1.27
WFPAX:
0.36
VMVAX:
1.98
WFPAX:
0.99
VMVAX:
5.53
WFPAX:
5.22%
VMVAX:
3.24%
WFPAX:
13.56%
VMVAX:
11.63%
WFPAX:
-51.37%
VMVAX:
-43.07%
WFPAX:
-11.33%
VMVAX:
-5.01%
Returns By Period
In the year-to-date period, WFPAX achieves a 1.37% return, which is significantly lower than VMVAX's 2.80% return. Over the past 10 years, WFPAX has underperformed VMVAX with an annualized return of 4.20%, while VMVAX has yielded a comparatively higher 8.41% annualized return.
WFPAX
1.37%
-0.72%
-5.21%
4.04%
2.92%
4.20%
VMVAX
2.80%
0.06%
5.55%
16.71%
8.99%
8.41%
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WFPAX vs. VMVAX - Expense Ratio Comparison
WFPAX has a 1.12% expense ratio, which is higher than VMVAX's 0.07% expense ratio.
Risk-Adjusted Performance
WFPAX vs. VMVAX — Risk-Adjusted Performance Rank
WFPAX
VMVAX
WFPAX vs. VMVAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Special Mid Cap Value Fund - Class A (WFPAX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX). 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
WFPAX vs. VMVAX - Dividend Comparison
WFPAX's dividend yield for the trailing twelve months is around 1.03%, less than VMVAX's 2.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFPAX Allspring Special Mid Cap Value Fund - Class A | 1.03% | 1.04% | 1.01% | 0.75% | 0.22% | 0.36% | 0.56% | 0.55% | 0.60% | 0.54% | 0.29% | 0.56% |
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 2.05% | 2.11% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.91% | 2.04% | 1.67% |
Drawdowns
WFPAX vs. VMVAX - Drawdown Comparison
The maximum WFPAX drawdown since its inception was -51.37%, which is greater than VMVAX's maximum drawdown of -43.07%. Use the drawdown chart below to compare losses from any high point for WFPAX and VMVAX. For additional features, visit the drawdowns tool.
Volatility
WFPAX vs. VMVAX - Volatility Comparison
Allspring Special Mid Cap Value Fund - Class A (WFPAX) has a higher volatility of 3.07% compared to Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) at 2.89%. This indicates that WFPAX's price experiences larger fluctuations and is considered to be riskier than VMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.