Ad is loading...
Ad is loading...
ESPIX vs VSIIX
ESPIX vs VSIIX Comparison
Open Charts ESPIX vs VSIIX
Allspring Special Small Cap Value Adm
Price$47.46
Change+$0.62 (+1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$51.38
Change+$0.68 (+1.34%)
VolumeN/A
CapitalizationN/A
ESPIX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ESPIX vs. VSIIX commentary
Nov 23, 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: 57.6B vs. ESPIX (5.67B). 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 : 30.12 vs. ESPIX (25.89). VSIIX return over 5 years is better than : 62.33 vs. ESPIX (38.80).
| 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 | 14.887 | 17.792 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.67B | 57.6B | 10% |
| Annual Yield % from dividends | 0.87 | 2.02 | 43% |
| Returns for 1 year | 25.89 | 30.12 | 86% |
| Returns for 3 years | 2.28 | 17.00 | 13% |
| Returns for 5 years | 38.80 | 62.33 | 62% |
| Returns for 10 years | 47.11 | 110.51 | 43% |