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ESPIX vs VSIAX
ESPIX vs VSIAX Comparison
Open Charts ESPIX vs VSIAX
Allspring Special Small Cap Value Adm
Price$44.46
Change-$0.51 (-1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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VS
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ESPIX vs VSIAX Comparison Chart
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ESPIX vs. VSIAX commentary
Sep 21, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. ESPIX (5.53B). VSIAX pays higher dividends than ESPIX: VSIAX (2.01) vs ESPIX (0.87). ESPIX was incepted earlier than VSIAX: ESPIX (28 years) vs VSIAX (13 years). ESPIX is a more actively managed with annual turnover of: 22.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than ESPIX: VSIAX (3000) vs ESPIX (1000000). VSIAX annual gain was more profitable for investors over the last year : 25.86 vs. ESPIX (20.71). VSIAX return over 5 years is better than : 57.13 vs. ESPIX (35.04).
| ESPIX | VSIAX | ESPIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 8.860 | 11.368 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.53B | 57.3B | 10% |
| Annual Yield % from dividends | 0.87 | 2.01 | 43% |
| Returns for 1 year | 20.71 | 25.86 | 80% |
| Returns for 3 years | 7.32 | 21.48 | 34% |
| Returns for 5 years | 35.04 | 57.13 | 61% |
| Returns for 10 years | 47.42 | 109.18 | 43% |
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