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ESPAX vs SSGSX
ESPAX vs SSGSX Comparison
Open Charts ESPAX vs SSGSX
Allspring Special Small Cap Value A
Price$36.81
Change-$0.16 (-0.43%)
VolumeN/A
Net Assets4.72B
Victory Sycamore Small Company Opp A
Price$43.19
Change-$0.22 (-0.51%)
VolumeN/A
Net Assets5.96B
ESPAX vs SSGSX Comparison Chart
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ESPAX vs. SSGSX commentary
Mar 12, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.96B vs. ESPAX (4.72B). ESPAX pays higher dividends than SSGSX: ESPAX (0.89) vs SSGSX (0.49). 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 : -9.07 vs. ESPAX (-9.68). ESPAX return over 5 years is better than : 62.61 vs. SSGSX (43.77).
| 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 | -5.132 | -6.504 | 79% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72B | 5.96B | 79% |
| Annual Yield % from dividends | 0.89 | 0.49 | 182% |
| Returns for 1 year | -9.68 | -9.07 | 107% |
| Returns for 3 years | -5.88 | -9.69 | 61% |
| Returns for 5 years | 62.61 | 43.77 | 143% |
| Returns for 10 years | 34.64 | 14.59 | 238% |
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