Allspring Special Small Cap Value Fund (ESPAX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ESPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ESPAX
ESPAX charges 1.24% annually. There are 90 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | ESPAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | ESPAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | ESPAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | ESPAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | ESPAX vs VSMVX |
Best Risk-Adjusted Alternatives to ESPAX
ESPAX has a PortfoliosLab risk / return rank of 21. There are 117 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | ESPAX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | ESPAX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | ESPAX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | ESPAX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | ESPAX vs AVALX |
Top Performing ESPAX Alternatives (YTD)
ESPAX is at 13.28% YTD. There are 108 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | ESPAX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | ESPAX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | ESPAX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | ESPAX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.74% | — | Feb 2008 | ESPAX vs WSCVX |
Lowest Volatility Alternatives to ESPAX
ESPAX has 17.88% 1-year volatility. There are 74 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.63%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.63% | — | Sep 2017 | ESPAX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | ESPAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | ESPAX vs TASCX | |
| VELA Small Cap Fund | 14.35% | — | Sep 2020 | ESPAX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | ESPAX vs ARSMX |
Lowest Drawdown Alternatives to ESPAX
ESPAX has a 1-year max drawdown of -13.58%. There are 118 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | ESPAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | ESPAX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | ESPAX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | ESPAX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | ESPAX vs TSLTX |
Other Mutual Funds from Allspring Global Investments
The 10 most viewed Allspring Global Investments mutual funds shown here include EKWAX, EKBAX, WFMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Allspring Precious Metals Fund | Precious Metals | 21 | -4.43% | — | Jan 1998 | ESPAX vs EKWAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 95 | 38.34% | — | Jan 1998 | ESPAX vs EKBAX | |
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 26 | 10.92% | — | — | ESPAX vs WFMIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 79 | 0.61% | — | Aug 1999 | ESPAX vs SSHIX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 98 | 1.38% | — | Aug 1999 | ESPAX vs SADIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 13 | 6.79% | — | Jan 1998 | ESPAX vs EKJAX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 70 | 10.52% | — | Feb 1990 | ESPAX vs EVSAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 13 | 9.16% | — | Feb 2000 | ESPAX vs SENAX | |
| Allspring Small Company Value Fund | Small Cap Value Equities | 51 | 18.70% | — | Jan 2002 | ESPAX vs SCVAX | |
| Allspring Index Asset Allocation Fund | Diversified Portfolio | 57 | 5.76% | — | Nov 1986 | ESPAX vs SFAAX |
Often Compared With ESPAX
Investors most often compare ESPAX with VSMAX, VSCIX, FXAIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare ESPAX with Any Fund or Stock
Compare ESPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ESPAX with funds that move differently
Allspring Special Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ESPAX.
Explore ESPAX Diversifiers