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ESPIX vs SSGSX
ESPIX vs SSGSX Comparison
Open Charts ESPIX vs SSGSX
Allspring Special Small Cap Value Adm
Price$36.59
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets4.34B
Victory Sycamore Small Company Opp A
Price$41.82
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets5.51B
ESPIX vs SSGSX Comparison Chart
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ESPIX vs. SSGSX commentary
May 23, 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 ESPIX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.51B vs. ESPIX (4.34B). ESPIX pays higher dividends than SSGSX: ESPIX (1.02) vs SSGSX (0.54). ESPIX was incepted earlier than SSGSX: ESPIX (29 years) vs SSGSX (26 years). ESPIX (1.34) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. ESPIX (21.00). SSGSX has a lower initial minimum investment than ESPIX: SSGSX (2500) vs ESPIX (1000000). SSGSX annual gain was more profitable for investors over the last year : -12.65 vs. ESPIX (-14.68). ESPIX return over 5 years is better than : 41.35 vs. SSGSX (23.57).
| ESPIX | SSGSX | ESPIX / SSGSX | |
| Total Expense Ratio | 1.34 | 1.26 | 106% |
| Annual Report Gross Expense Ratio | 1.34 | 1.26 | 106% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | -8.915 | -9.714 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.34B | 5.51B | 79% |
| Annual Yield % from dividends | 1.02 | 0.54 | 186% |
| Returns for 1 year | -14.68 | -12.65 | 116% |
| Returns for 3 years | -3.99 | -8.78 | 45% |
| Returns for 5 years | 41.35 | 23.57 | 175% |
| Returns for 10 years | 30.47 | 6.87 | 444% |
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