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ESPAX vs SSGSX
ESPAX vs SSGSX Comparison
Open Charts ESPAX vs SSGSX
Allspring Special Small Cap Value A
Price$37.30
Change+$0.45 (+1.22%)
VolumeN/A
Net Assets3.65B
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
ESPAX vs SSGSX Comparison Chart in %
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ESPAX vs. SSGSX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ESPAX is a StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. ESPAX (3.65B). ESPAX pays higher dividends than SSGSX: ESPAX (0.68) vs SSGSX (0.58). ESPAX was incepted earlier than SSGSX: ESPAX (33 years) vs SSGSX (27 years). ESPAX (1.24) and SSGSX (1.23) have similar cost to investors . SSGSX is a more actively managed with annual turnover of: 50.00 vs. ESPAX (22.00). ESPAX (6%) and SSGSX (6%) have equivalent initial investment costs. ESPAX has a lower initial minimum investment than SSGSX: ESPAX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : 3.83 vs. ESPAX (-2.92). SSGSX return over 5 years is better than : -0.23 vs. ESPAX (-0.61).
| ESPAX | SSGSX | ESPAX / SSGSX | |
| Total Expense Ratio | 1.24 | 1.23 | 101% |
| Annual Report Gross Expense Ratio | 1.24 | 1.23 | 101% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 6.754 | 8.123 | 83% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 5.04B | 72% |
| Annual Yield % from dividends | 0.68 | 0.58 | 117% |
| Returns for 1 year | -2.92 | 3.83 | -76% |
| Returns for 3 years | -1.31 | -3.10 | 42% |
| Returns for 5 years | -0.61 | -0.23 | 269% |
| Returns for 10 years | 60.80 | 53.01 | 115% |
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