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ESPAX vs VISVX
ESPAX vs VISVX Comparison
Open Charts ESPAX vs VISVX
Allspring Special Small Cap Value A
Price$36.81
Change-$0.16 (-0.43%)
VolumeN/A
Net Assets4.72B
Vanguard Small Cap Value Index I
Price$44.64
Change-$0.29 (-0.65%)
VolumeN/A
Net Assets57.63B
ESPAX vs VISVX Comparison Chart
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ESPAX vs. VISVX 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 VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. ESPAX (4.72B). VISVX pays higher dividends than ESPAX: VISVX (1.86) vs ESPAX (0.89). ESPAX was incepted earlier than VISVX: ESPAX (32 years) vs VISVX (27 years). ESPAX (1.41) is less costly to investors than VISVX (0.19). ESPAX is a more actively managed with annual turnover of: 21.00 vs. VISVX (16.00). ESPAX has a lower initial minimum investment than VISVX: ESPAX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 1.72 vs. ESPAX (-9.68). VISVX return over 5 years is better than : 111.16 vs. ESPAX (62.61).
| ESPAX | VISVX | ESPAX / VISVX | |
| Total Expense Ratio | 1.41 | 0.19 | 742% |
| Annual Report Gross Expense Ratio | 1.41 | 0.19 | 742% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | -5.132 | -5.490 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72B | 57.6B | 8% |
| Annual Yield % from dividends | 0.89 | 1.86 | 48% |
| Returns for 1 year | -9.68 | 1.72 | -563% |
| Returns for 3 years | -5.88 | 12.05 | -49% |
| Returns for 5 years | 62.61 | 111.16 | 56% |
| Returns for 10 years | 34.64 | 82.76 | 42% |
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