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ESPAX vs VSIIX
ESPAX vs VSIIX Comparison
Open Charts ESPAX vs VSIIX
Allspring Special Small Cap Value A
Price$44.67
Change-$0.45 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
ESPAX vs VSIIX Comparison Chart
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ESPAX vs. VSIIX commentary
Nov 18, 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 StrongSell and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. ESPAX (5.64B). VSIIX pays higher dividends than ESPAX: VSIIX (2.02) vs ESPAX (0.78). ESPAX was incepted earlier than VSIIX: ESPAX (32 years) vs VSIIX (25 years). ESPAX is a more actively managed with annual turnover of: 22.00 vs. VSIIX (16.00). ESPAX has a lower initial minimum investment than VSIIX: ESPAX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 28.76 vs. ESPAX (22.19). VSIIX return over 5 years is better than : 57.48 vs. ESPAX (32.27).
| ESPAX | VSIIX | ESPAX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 11.397 | 15.492 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 57.6B | 10% |
| Annual Yield % from dividends | 0.78 | 2.02 | 39% |
| Returns for 1 year | 22.19 | 28.76 | 77% |
| Returns for 3 years | -2.73 | 13.30 | -21% |
| Returns for 5 years | 32.27 | 57.48 | 56% |
| Returns for 10 years | 42.09 | 108.84 | 39% |
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