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ESPAX vs SSGSX
ESPAX vs SSGSX Comparison
Open Charts ESPAX vs SSGSX
Allspring Special Small Cap Value A
Price$35.61
Change+$0.58 (+1.66%)
VolumeN/A
Net Assets4.32B
Victory Sycamore Small Company Opp A
Price$41.78
Change+$0.72 (+1.75%)
VolumeN/A
Net Assets5.44B
ESPAX vs SSGSX Comparison Chart
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ESPAX vs. SSGSX commentary
May 09, 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 SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.44B vs. ESPAX (4.32B). ESPAX pays higher dividends than SSGSX: ESPAX (0.97) vs SSGSX (0.54). 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 : -13.71 vs. ESPAX (-15.72). ESPAX return over 5 years is better than : 39.09 vs. SSGSX (20.02).
| 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 | -10.110 | -11.566 | 87% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 5.44B | 79% |
| Annual Yield % from dividends | 0.97 | 0.54 | 179% |
| Returns for 1 year | -15.72 | -13.71 | 115% |
| Returns for 3 years | -5.45 | -10.63 | 51% |
| Returns for 5 years | 39.09 | 20.02 | 195% |
| Returns for 10 years | 27.58 | 5.67 | 486% |
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