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ESPIX vs VSIIX
ESPIX vs VSIIX Comparison
Open Charts ESPIX vs VSIIX
Allspring Special Small Cap Value Adm
Price$44.46
Change-$0.51 (-1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
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ESPIX vs VSIIX Comparison Chart
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ESPIX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. ESPIX (5.53B). VSIIX pays higher dividends than ESPIX: VSIIX (2.02) vs ESPIX (0.87). ESPIX was incepted earlier than VSIIX: ESPIX (28 years) vs VSIIX (25 years). ESPIX is a more actively managed with annual turnover of: 22.00 vs. VSIIX (16.00). ESPIX has a lower initial minimum investment than VSIIX: ESPIX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 25.85 vs. ESPIX (20.71). VSIIX return over 5 years is better than : 57.12 vs. ESPIX (35.04).
| ESPIX | VSIIX | ESPIX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 8.860 | 11.364 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.53B | 57.3B | 10% |
| Annual Yield % from dividends | 0.87 | 2.02 | 43% |
| Returns for 1 year | 20.71 | 25.85 | 80% |
| Returns for 3 years | 7.32 | 21.47 | 34% |
| Returns for 5 years | 35.04 | 57.12 | 61% |
| Returns for 10 years | 47.42 | 109.23 | 43% |
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