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ESPAX vs VSIAX
ESPAX vs VSIAX Comparison
Open Charts ESPAX vs VSIAX
Allspring Special Small Cap Value A
Price$39.44
Change-$1.46 (-3.57%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
ESPAX vs VSIAX Comparison Chart
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ESPAX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. ESPAX (5.43B). VSIAX pays higher dividends than ESPAX: VSIAX (2.01) vs ESPAX (0.78). ESPAX was incepted earlier than VSIAX: ESPAX (32 years) vs VSIAX (13 years). ESPAX is a more actively managed with annual turnover of: 22.00 vs. VSIAX (16.00). ESPAX has a lower initial minimum investment than VSIAX: ESPAX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 16.23 vs. ESPAX (4.12). VSIAX return over 5 years is better than : 52.83 vs. ESPAX (18.00).
| ESPAX | VSIAX | ESPAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 1.995 | 15.031 | 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 | 2.01 | 39% |
| Returns for 1 year | 4.12 | 16.23 | 25% |
| Returns for 3 years | 0.80 | 20.67 | 4% |
| Returns for 5 years | 18.00 | 52.83 | 34% |
| Returns for 10 years | 52.16 | 105.65 | 49% |
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