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ESPIX vs VSCAX
ESPIX vs VSCAX Comparison
Open Charts ESPIX vs VSCAX
Allspring Special Small Cap Value Adm
Price$39.01
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets4.53B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
ESPIX vs VSCAX Comparison Chart in %
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ESPIX vs. VSCAX commentary
Jul 07, 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 ESPIX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. ESPIX (4.53B). ESPIX pays higher dividends than VSCAX: ESPIX (0.97) vs VSCAX (0.35). ESPIX was incepted earlier than VSCAX: ESPIX (29 years) vs VSCAX (26 years). ESPIX (1.34) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. ESPIX (21.00). VSCAX has a lower initial minimum investment than ESPIX: VSCAX (1000) vs ESPIX (1000000). VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. ESPIX (-5.11). VSCAX return over 5 years is better than : 135.31 vs. ESPIX (43.98).
| ESPIX | VSCAX | ESPIX / VSCAX | |
| Total Expense Ratio | 1.34 | 1.12 | 120% |
| Annual Report Gross Expense Ratio | 1.34 | 1.12 | 120% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | -3.129 | 2.722 | -115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 6.97B | 65% |
| Annual Yield % from dividends | 0.97 | 0.35 | 282% |
| Returns for 1 year | -5.11 | 5.03 | -102% |
| Returns for 3 years | 4.61 | 43.85 | 11% |
| Returns for 5 years | 43.98 | 135.31 | 33% |
| Returns for 10 years | 40.04 | 20.55 | 195% |
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