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ESPIX vs SSGSX
ESPIX vs SSGSX Comparison
Open Charts ESPIX vs SSGSX
Allspring Special Small Cap Value Adm
Price$47.46
Change+$0.62 (+1.32%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp A
Price$53.73
Change+$0.87 (+1.65%)
VolumeN/A
CapitalizationN/A
ESPIX vs SSGSX Comparison Chart
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ESPIX vs. SSGSX commentary
Nov 23, 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 ESPIX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 7.04B vs. ESPIX (5.67B). ESPIX pays higher dividends than SSGSX: ESPIX (0.87) vs SSGSX (0.35). ESPIX was incepted earlier than SSGSX: ESPIX (28 years) vs SSGSX (26 years). SSGSX is a more actively managed with annual turnover of: 32.00 vs. ESPIX (22.00). SSGSX has a lower initial minimum investment than ESPIX: SSGSX (2500) vs ESPIX (1000000). ESPIX annual gain was more profitable for investors over the last year : 25.89 vs. SSGSX (16.76). ESPIX return over 5 years is better than : 38.80 vs. SSGSX (18.96).
| ESPIX | SSGSX | ESPIX / SSGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 14.887 | 12.665 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.67B | 7.04B | 80% |
| Annual Yield % from dividends | 0.87 | 0.35 | 245% |
| Returns for 1 year | 25.89 | 16.76 | 154% |
| Returns for 3 years | 2.28 | -9.02 | -25% |
| Returns for 5 years | 38.80 | 18.96 | 205% |
| Returns for 10 years | 47.11 | 28.56 | 165% |
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