Allspring Special Small Cap Value Fund (ESPAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ESPAX
ESPAX charges 1.24% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among ESPAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | ESPAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | ESPAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | ESPAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | ESPAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | ESPAX vs VSMVX |
Best Risk-Adjusted Alternatives to ESPAX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | ESPAX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | ESPAX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | ESPAX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | ESPAX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | ESPAX vs MMEYX |
Top Performing ESPAX Alternatives (YTD)
ESPAX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | ESPAX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | ESPAX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | ESPAX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | ESPAX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | ESPAX vs MMEYX |
Lowest Volatility Alternatives to ESPAX
ESPAX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | ESPAX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | ESPAX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | ESPAX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | ESPAX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | ESPAX vs TASCX |
Lowest Drawdown Alternatives to ESPAX
ESPAX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | ESPAX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | ESPAX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | ESPAX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | ESPAX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | ESPAX vs JMCRX |
Other Mutual Funds from Allspring Global Investments
Most popular Allspring Global Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Allspring Precious Metals Fund | Precious Metals | 93 | 1.81% | Jan 19, 1998 | ESPAX vs EKWAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | ESPAX vs EKBAX | |
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 23 | 0.81% | — | ESPAX vs WFMIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 98 | 0.10% | Aug 31, 1999 | ESPAX vs SSHIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 21 | -13.16% | Jan 20, 1998 | ESPAX vs EKJAX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 99 | 0.33% | Aug 31, 1999 | ESPAX vs SADIX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 56 | -6.75% | Feb 28, 1990 | ESPAX vs EVSAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 27 | -9.06% | Feb 24, 2000 | ESPAX vs SENAX | |
| Allspring Small Company Value Fund | Small Cap Value Equities | 34 | 4.92% | Jan 31, 2002 | ESPAX vs SCVAX | |
| Allspring Opportunity Fund | Large Cap Growth Equities | 10 | -9.05% | Feb 24, 2000 | ESPAX vs SOPVX |
Often Compared With ESPAX
What investors most often compare with ESPAX, 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.