Ad is loading...
ESPIX vs SSGSX
ESPIX vs SSGSX Comparison
Open Charts ESPIX vs SSGSX
Allspring Special Small Cap Value Adm
Price$34.78
Change-$0.15 (-0.43%)
VolumeN/A
Net Assets4.24B
Victory Sycamore Small Company Opp A
Price$39.40
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets5.27B
ESPIX vs SSGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ESPIX vs. SSGSX commentary
Apr 16, 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: 5.27B vs. ESPIX (4.24B). ESPIX pays higher dividends than SSGSX: ESPIX (0.97) vs SSGSX (0.52). 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 : -14.54 vs. ESPIX (-15.49). ESPIX return over 5 years is better than : 48.23 vs. SSGSX (25.35).
| 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 | -13.260 | -15.076 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.24B | 5.27B | 80% |
| Annual Yield % from dividends | 0.97 | 0.52 | 187% |
| Returns for 1 year | -15.49 | -14.54 | 106% |
| Returns for 3 years | -15.49 | -17.19 | 90% |
| Returns for 5 years | 48.23 | 25.35 | 190% |
| Returns for 10 years | 23.41 | 1.83 | 1,278% |
View a ticker or compare two or three
VS
VS
Ad is loading...