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ESPIX vs VSIIX
ESPIX vs VSIIX Comparison
Open Charts ESPIX vs VSIIX
Allspring Special Small Cap Value Adm
Price$46.87
Change-$0.56 (-1.18%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.64
Change-$0.15 (-0.30%)
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
Nov 08, 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 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 : 35.64 vs. ESPIX (29.17). VSIIX return over 5 years is better than : 60.28 vs. ESPIX (34.95).
| 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 | 13.459 | 17.653 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 57.6B | - |
| Annual Yield % from dividends | 0.87 | 2.02 | 43% |
| Returns for 1 year | 29.17 | 35.64 | 82% |
| Returns for 3 years | -0.14 | 15.11 | -1% |
| Returns for 5 years | 34.95 | 60.28 | 58% |
| Returns for 10 years | 47.02 | 112.42 | 42% |
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