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ESPAX vs VSCAX
ESPAX vs VSCAX Comparison
Open Charts ESPAX vs VSCAX
Allspring Special Small Cap Value A
Price$37.74
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets4.53B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
ESPAX vs VSCAX Comparison Chart in %
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ESPAX vs. VSCAX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. ESPAX (4.53B). 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: 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 : 5.03 vs. ESPAX (-5.44). VSCAX return over 5 years is better than : 135.31 vs. ESPAX (42.59).
| 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 | -3.156 | 2.722 | -116% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 6.97B | 65% |
| Annual Yield % from dividends | 0.93 | 0.35 | 270% |
| Returns for 1 year | -5.44 | 5.03 | -108% |
| Returns for 3 years | 5.99 | 43.85 | 14% |
| Returns for 5 years | 42.59 | 135.31 | 31% |
| Returns for 10 years | 37.74 | 20.55 | 184% |
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