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ESPAX vs VISVX
ESPAX vs VISVX Comparison
Open Charts ESPAX vs VISVX
Allspring Special Small Cap Value A
Price$39.44
Change-$1.46 (-3.57%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
ESPAX vs VISVX Comparison Chart
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ESPAX vs. VISVX commentary
Dec 19, 2024
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 Sell and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. ESPAX (5.43B). VISVX pays higher dividends than ESPAX: VISVX (1.90) vs ESPAX (0.78). ESPAX was incepted earlier than VISVX: ESPAX (32 years) vs VISVX (27 years). ESPAX is a more actively managed with annual turnover of: 22.00 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 : 16.18 vs. ESPAX (4.12). VISVX return over 5 years is better than : 52.67 vs. ESPAX (18.00).
| ESPAX | VISVX | ESPAX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | 1.995 | 14.945 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.43B | 63B | 9% |
| Annual Yield % from dividends | 0.78 | 1.90 | 41% |
| Returns for 1 year | 4.12 | 16.18 | 25% |
| Returns for 3 years | 0.80 | 20.58 | 4% |
| Returns for 5 years | 18.00 | 52.67 | 34% |
| Returns for 10 years | 52.16 | 105.07 | 50% |
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