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ESPAX vs SSGSX
ESPAX vs SSGSX Comparison
Open Charts ESPAX vs SSGSX
Allspring Special Small Cap Value A
Price$33.53
Change+$0.28 (+0.84%)
VolumeN/A
Net Assets4.19B
Victory Sycamore Small Company Opp A
Price$39.45
Change+$0.34 (+0.87%)
VolumeN/A
Net Assets5.26B
ESPAX vs SSGSX Comparison Chart
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ESPAX vs. SSGSX commentary
Apr 19, 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 Hold and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.27B vs. ESPAX (4.19B). ESPAX pays higher dividends than SSGSX: ESPAX (0.92) vs SSGSX (0.52). ESPAX was incepted earlier than SSGSX: ESPAX (32 years) vs SSGSX (26 years). ESPAX (1.41) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. ESPAX (21.00). ESPAX (6%) and SSGSX (6%) have equivalent initial investment costs. ESPAX has a lower initial minimum investment than SSGSX: ESPAX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -13.36 vs. ESPAX (-16.21). ESPAX return over 5 years is better than : 38.94 vs. SSGSX (19.74).
| ESPAX | SSGSX | ESPAX / SSGSX | |
| Total Expense Ratio | 1.41 | 1.26 | 112% |
| Annual Report Gross Expense Ratio | 1.41 | 1.26 | 112% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | -14.678 | -15.033 | 98% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.19B | 5.27B | 80% |
| Annual Yield % from dividends | 0.92 | 0.52 | 179% |
| Returns for 1 year | -16.21 | -13.36 | 121% |
| Returns for 3 years | -15.75 | -17.42 | 90% |
| Returns for 5 years | 38.94 | 19.74 | 197% |
| Returns for 10 years | 18.37 | 1.02 | 1,798% |
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