Interact to see
Advertisement
Advertisement
ESPAX vs VSCAX
ESPAX vs VSCAX Comparison
Open Charts ESPAX vs VSCAX
Allspring Special Small Cap Value A
Price$39.01
Change-$0.14 (-0.36%)
VolumeN/A
Net Assets4.33B
Invesco Small Cap Value A
Price$25.31
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.23B
ESPAX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ESPAX vs. VSCAX commentary
Aug 29, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.23B vs. ESPAX (4.33B). 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 : 7.51 vs. ESPAX (-7.16). VSCAX return over 5 years is better than : 112.00 vs. ESPAX (34.57).
| 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 | 0.462 | 6.976 | 7% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 7.23B | 60% |
| Annual Yield % from dividends | 0.92 | 0.34 | 270% |
| Returns for 1 year | -7.16 | 7.51 | -95% |
| Returns for 3 years | 4.89 | 38.48 | 13% |
| Returns for 5 years | 34.57 | 112.00 | 31% |
| Returns for 10 years | 50.67 | 36.23 | 140% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement