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ESPAX vs SSGSX
ESPAX vs SSGSX Comparison
Open Charts ESPAX vs SSGSX
Allspring Special Small Cap Value A
Price$35.42
Change-$0.70 (-1.94%)
VolumeN/A
Net Assets4.37B
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.63B
ESPAX vs SSGSX Comparison Chart
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ESPAX vs. SSGSX commentary
Jun 14, 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: 5.63B vs. ESPAX (4.37B). ESPAX pays higher dividends than SSGSX: ESPAX (0.95) 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 : -6.68 vs. ESPAX (-10.74). ESPAX return over 5 years is better than : 35.96 vs. SSGSX (23.95).
| 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 | -7.313 | -6.720 | 109% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.37B | 5.63B | 78% |
| Annual Yield % from dividends | 0.95 | 0.52 | 181% |
| Returns for 1 year | -10.74 | -6.68 | 161% |
| Returns for 3 years | 1.30 | -2.14 | -61% |
| Returns for 5 years | 35.96 | 23.95 | 150% |
| Returns for 10 years | 29.21 | 9.06 | 322% |
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