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ESPCX vs VSCAX
ESPCX vs VSCAX Comparison
Open Charts ESPCX vs VSCAX
Allspring Special Small Cap Value C
Price$32.56
Change+$0.12 (+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
ESPCX vs VSCAX Comparison Chart in %
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ESPCX 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 ESPCX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. ESPCX (4.53B). VSCAX pays higher dividends than ESPCX: VSCAX (0.35) vs ESPCX (0.19). ESPCX was incepted earlier than VSCAX: ESPCX (25 years) vs VSCAX (26 years). ESPCX (2.16) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. ESPCX (21.00). ESPCX (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. ESPCX (-7.34). VSCAX return over 5 years is better than : 135.31 vs. ESPCX (34.81).
| ESPCX | VSCAX | ESPCX / VSCAX | |
| Total Expense Ratio | 2.16 | 1.12 | 193% |
| Annual Report Gross Expense Ratio | 2.16 | 1.12 | 193% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | -3.526 | 2.722 | -130% |
| Front Load | N/A | 6% | - |
| 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 | 0.19 | 0.35 | 56% |
| Returns for 1 year | -7.34 | 5.03 | -146% |
| Returns for 3 years | 1.88 | 43.85 | 4% |
| Returns for 5 years | 34.81 | 135.31 | 26% |
| Returns for 10 years | 24.66 | 20.55 | 120% |
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