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ESPAX vs VSCAX
ESPAX vs VSCAX Comparison
Open Charts ESPAX vs VSCAX
Allspring Special Small Cap Value A
Price$36.85
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets4.27B
Invesco Small Cap Value A
Price$23.90
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets6.86B
ESPAX vs VSCAX Comparison Chart in %
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ESPAX vs. VSCAX commentary
Aug 06, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.86B vs. ESPAX (4.27B). ESPAX pays higher dividends than VSCAX: ESPAX (0.92) vs VSCAX (0.34). ESPAX was incepted earlier than VSCAX: ESPAX (32 years) vs VSCAX (26 years). ESPAX (1.41) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. ESPAX (22.00). ESPAX (6%) and VSCAX (6%) have equivalent initial investment costs. ESPAX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 12.39 vs. ESPAX (-7.91). VSCAX return over 5 years is better than : 109.95 vs. ESPAX (29.55).
| ESPAX | VSCAX | ESPAX / VSCAX | |
| Total Expense Ratio | 1.41 | 1.12 | 126% |
| Annual Report Gross Expense Ratio | 1.41 | 1.12 | 126% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | -5.594 | 1.531 | -365% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 6.86B | 62% |
| Annual Yield % from dividends | 0.92 | 0.34 | 270% |
| Returns for 1 year | -7.91 | 12.39 | -64% |
| Returns for 3 years | -0.91 | 34.50 | -3% |
| Returns for 5 years | 29.55 | 109.95 | 27% |
| Returns for 10 years | 37.58 | 24.24 | 155% |
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