Interact to see
Advertisement
Advertisement
ESPAX vs VSCAX
ESPAX vs VSCAX Comparison
Open Charts ESPAX vs VSCAX
Allspring Special Small Cap Value A
Price$37.96
Change+$0.26 (+0.69%)
VolumeN/A
Net Assets4.44B
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
ESPAX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ESPAX vs. VSCAX commentary
Jul 27, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. ESPAX (4.44B). ESPAX pays higher dividends than VSCAX: ESPAX (0.93) vs VSCAX (0.35). 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: 52.00 vs. ESPAX (22.00). 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 : 5.38 vs. ESPAX (-11.11). VSCAX return over 5 years is better than : 124.82 vs. ESPAX (38.84).
| 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 | -2.592 | 3.998 | -65% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.44B | 7.03B | 63% |
| Annual Yield % from dividends | 0.93 | 0.35 | 270% |
| Returns for 1 year | -11.11 | 5.38 | -207% |
| Returns for 3 years | 3.75 | 42.53 | 9% |
| Returns for 5 years | 38.84 | 124.82 | 31% |
| Returns for 10 years | 42.67 | 27.85 | 153% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HULEX | 34.57 | 0.13 | +0.38% |
| Huber Select Large Cap Value Instl | |||
| CMTFX | 103.55 | 0.24 | +0.23% |
| Columbia Global Technology Growth Inst | |||
| TQGEX | 20.27 | 0.04 | +0.20% |
| T. Rowe Price Integrated Global Eq | |||
| BGDVX | 14.87 | 0.01 | +0.07% |
| BlackRock GA Disciplined Volatility Eq K | |||
| AEPFX | 61.40 | -0.32 | -0.52% |
| American Funds EUPAC F2 | |||