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ESPAX vs VSCAX
ESPAX vs VSCAX Comparison
Open Charts ESPAX vs VSCAX
Allspring Special Small Cap Value A
Price$35.42
Change-$0.70 (-1.94%)
VolumeN/A
Net Assets4.29B
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
ESPAX vs VSCAX Comparison Chart
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ESPAX vs. VSCAX commentary
Jun 16, 2025
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 Hold and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. ESPAX (4.29B). ESPAX pays higher dividends than VSCAX: ESPAX (0.95) vs VSCAX (0.37). ESPAX was incepted earlier than VSCAX: ESPAX (32 years) vs VSCAX (26 years). ESPAX (1.41) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. ESPAX (21.00). ESPAX (6%) and VSCAX (6%) have equivalent initial investment costs. ESPAX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 0.16 vs. ESPAX (-12.47). VSCAX return over 5 years is better than : 116.10 vs. ESPAX (33.33).
| ESPAX | VSCAX | ESPAX / VSCAX | |
| Total Expense Ratio | 1.41 | 1.12 | 126% |
| Annual Report Gross Expense Ratio | 1.41 | 1.12 | 126% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | -9.110 | -3.573 | 255% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 6.48B | 66% |
| Annual Yield % from dividends | 0.95 | 0.37 | 259% |
| Returns for 1 year | -12.47 | 0.16 | -7,977% |
| Returns for 3 years | -0.66 | 29.03 | -2% |
| Returns for 5 years | 33.33 | 116.10 | 29% |
| Returns for 10 years | 26.70 | 10.55 | 253% |
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