ESPIX
Price
$39.01
Change
+$0.14 (+0.36%)
Updated
Jul 3 closing price
Net Assets
4.53B
VSCAX
Price
$24.15
Change
+$0.14 (+0.58%)
Updated
Jul 3 closing price
Net Assets
6.97B
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ESPIX vs VSCAX

Header iconESPIX vs VSCAX Comparison
Open Charts ESPIX vs VSCAXBanner chart's image
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.

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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).
ESPIXVSCAXESPIX / VSCAX
Total Expense Ratio1.341.12120%
Annual Report Gross Expense Ratio1.341.12120%
Fund Existence29 years26 years-
Gain YTD-3.1292.722-115%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.53B6.97B65%
Annual Yield % from dividends0.970.35282%
Returns for 1 year-5.115.03-102%
Returns for 3 years4.6143.8511%
Returns for 5 years43.98135.3133%
Returns for 10 years40.0420.55195%
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