WFPRX vs. FIMVX
WFPRX (Allspring Special Mid Cap Value Fund Class R6) and FIMVX (Fidelity Mid Cap Value Index Fund) are both Mid Cap Value Equities funds. Over the past 5 years, WFPRX returned 8.84%/yr vs 9.63%/yr for FIMVX. Their 0.96 correlation means they have historically moved very closely together. WFPRX charges 0.70%/yr vs 0.05%/yr for FIMVX.
Performance
WFPRX vs. FIMVX - Performance Comparison
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Returns By Period
In the year-to-date period, WFPRX achieves a 13.31% return, which is significantly lower than FIMVX's 19.26% return.
WFPRX
- 1D
- -0.02%
- 1M
- 0.15%
- 6M
- 6.52%
- YTD
- 13.31%
- 1Y
- 17.54%
- 3Y*
- 10.92%
- 5Y*
- 8.84%
- 10Y*
- 11.00%
- ALL TIME*
- 11.15%
FIMVX
- 1D
- -0.31%
- 1M
- 0.57%
- 6M
- 13.62%
- YTD
- 19.26%
- 1Y
- 27.78%
- 3Y*
- 15.50%
- 5Y*
- 9.63%
- 10Y*
- —
- ALL TIME*
- 11.41%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WFPRX vs. FIMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WFPRX Allspring Special Mid Cap Value Fund Class R6 | 13.31% | 6.25% | 12.05% | 9.65% | -4.57% | 28.69% | 3.36% | 13.84% |
FIMVX Fidelity Mid Cap Value Index Fund | 19.26% | 11.01% | 13.02% | 12.75% | -12.08% | 28.21% | 4.74% | 7.42% |
Correlation
The correlation between WFPRX and FIMVX is 0.94, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.94 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jul 17, 2019 | 0.96 |
The correlation between WFPRX and FIMVX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
WFPRX vs. FIMVX — Risk / Return Rank
WFPRX
FIMVX
WFPRX vs. FIMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Special Mid Cap Value Fund Class R6 (WFPRX) and Fidelity Mid Cap Value Index Fund (FIMVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WFPRX | FIMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.35 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.74 | 3.49 | -1.75 |
| Martin ratioReturn relative to average drawdown | 5.79 | 13.42 | -7.62 |
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Drawdowns
WFPRX vs. FIMVX - Drawdown Comparison
The maximum WFPRX drawdown since its inception was -43.78%, roughly equal to the maximum FIMVX drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for WFPRX and FIMVX.
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Drawdown Indicators
| WFPRX | FIMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.78% | -43.61% | -0.17% |
Max Drawdown (1Y)Largest decline over 1 year | -9.66% | -7.52% | -2.14% |
Max Drawdown (3Y)Largest decline over 3 years | -18.27% | -20.40% | +2.13% |
Max Drawdown (5Y)Largest decline over 5 years | -22.07% | -21.23% | -0.84% |
Max Drawdown (10Y)Largest decline over 10 years | -43.78% | — | — |
Current DrawdownCurrent decline from peak | -1.22% | -1.46% | +0.24% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -6.29% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 1.96% | +0.93% |
Volatility
WFPRX vs. FIMVX - Volatility Comparison
Allspring Special Mid Cap Value Fund Class R6 (WFPRX) has a higher volatility of 3.19% compared to Fidelity Mid Cap Value Index Fund (FIMVX) at 2.95%. This indicates that WFPRX's price experiences larger fluctuations and is considered to be riskier than FIMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFPRX | FIMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.19% | 2.95% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 10.58% | 9.95% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.10% | 13.46% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.10% | 17.26% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 21.67% | -2.84% |
WFPRX vs. FIMVX - Expense Ratio Comparison
WFPRX has a 0.70% expense ratio, which is higher than FIMVX's 0.05% expense ratio.
Dividends
WFPRX vs. FIMVX - Dividend Comparison
WFPRX's dividend yield for the trailing twelve months is around 9.99%, more than FIMVX's 2.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIMVX Fidelity Mid Cap Value Index Fund | 2.08% | 2.48% | 4.44% | 1.89% | 2.75% | 5.62% | 1.23% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% |
WFPRX Allspring Special Mid Cap Value Fund Class R6 | 9.99% | 11.32% | 8.09% | 5.60% | 8.81% | 9.95% | 0.75% | 7.56% | 2.85% | 4.49% | 1.50% | 4.52% |
Frequently Asked Questions
With a correlation of 0.94, WFPRX and FIMVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
WFPRX has higher volatility (3.19%) compared to FIMVX (2.95%). In terms of maximum drawdown, WFPRX dropped -43.78% vs FIMVX's -43.61%.
FIMVX currently has the higher Sharpe Ratio (1.96 vs 1.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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