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ESPIX vs VSIAX
ESPIX vs VSIAX Comparison
Open Charts ESPIX vs VSIAX
Allspring Special Small Cap Value Adm
Price$40.22
Change-$0.12 (-0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.40
Change-$0.35 (-0.41%)
VolumeN/A
CapitalizationN/A
ESPIX vs VSIAX Comparison Chart
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ESPIX vs. VSIAX commentary
Dec 25, 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 Sell and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. ESPIX (5.15B). 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 : 11.42 vs. ESPIX (-1.93). VSIAX return over 5 years is better than : 48.54 vs. ESPIX (13.80).
| 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 | -1.673 | 11.511 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 63B | 8% |
| Annual Yield % from dividends | 0.87 | 2.01 | 43% |
| Returns for 1 year | -1.93 | 11.42 | -17% |
| Returns for 3 years | -7.05 | 14.75 | -48% |
| Returns for 5 years | 13.80 | 48.54 | 28% |
| Returns for 10 years | 46.43 | 96.09 | 48% |
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