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ESPIX vs SSGSX
ESPIX vs SSGSX Comparison
Open Charts ESPIX vs SSGSX
Allspring Special Small Cap Value Adm
Price$36.61
Change-$0.72 (-1.93%)
VolumeN/A
Net Assets4.29B
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.52B
ESPIX vs SSGSX Comparison Chart
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ESPIX vs. SSGSX commentary
Jun 15, 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: 5.52B vs. ESPIX (4.29B). ESPIX pays higher dividends than SSGSX: ESPIX (0.99) 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 : -8.36 vs. ESPIX (-12.18). ESPIX return over 5 years is better than : 34.59 vs. SSGSX (21.72).
| 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 | -9.089 | -8.400 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 5.52B | 78% |
| Annual Yield % from dividends | 0.99 | 0.52 | 189% |
| Returns for 1 year | -12.18 | -8.36 | 146% |
| Returns for 3 years | -0.04 | -3.90 | 1% |
| Returns for 5 years | 34.59 | 21.72 | 159% |
| Returns for 10 years | 28.83 | 7.10 | 406% |
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