Allspring Special Small Cap Value Fund Class R6 (ESPRX) 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 ESPRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ESPRX
ESPRX charges 0.82% annually. There are 24 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 | ESPRX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | ESPRX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | ESPRX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | ESPRX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | ESPRX vs VRTVX |
Best Risk-Adjusted Alternatives to ESPRX
ESPRX has a PortfoliosLab risk / return rank of 23. There are 120 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | ESPRX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | ESPRX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | ESPRX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | ESPRX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | ESPRX vs TASVX |
Top Performing ESPRX Alternatives (YTD)
ESPRX is at 13.41% YTD. There are 115 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | ESPRX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | ESPRX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | ESPRX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | ESPRX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | ESPRX vs RYSEX |
Lowest Volatility Alternatives to ESPRX
ESPRX has 17.62% 1-year volatility. There are 77 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | ESPRX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | ESPRX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | ESPRX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | ESPRX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | ESPRX vs USBNX |
Lowest Drawdown Alternatives to ESPRX
ESPRX has a 1-year max drawdown of -13.53%. There are 117 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 | ESPRX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | ESPRX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | ESPRX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | ESPRX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | ESPRX vs TSLTX |
Other Mutual Funds from Allspring
The 10 most viewed Allspring 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 | 35 | -9.10% | — | Jan 1998 | ESPRX vs EKWAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 87 | 29.12% | — | Jan 1998 | ESPRX vs EKBAX | |
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 37 | 13.27% | — | — | ESPRX vs WFMIX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 99 | 1.74% | — | Aug 1999 | ESPRX vs SADIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 84 | 0.62% | — | Aug 1999 | ESPRX vs SSHIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 6 | -0.64% | — | Jan 1998 | ESPRX vs EKJAX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 25 | 13.11% | — | May 1993 | ESPRX vs ESPAX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 65 | 9.91% | — | Feb 1990 | ESPRX vs EVSAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 8 | 4.63% | — | Feb 2000 | ESPRX vs SENAX | |
| Allspring Asset Allocation Fund | Diversified Portfolio | 55 | 7.16% | — | Jul 1996 | ESPRX vs EAAFX |
Often Compared With ESPRX
Investors most often compare ESPRX with WIPIX, WMBIX, WFPRX. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare ESPRX with Any Fund or Stock
Compare ESPRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ESPRX with funds that move differently
Allspring Special Small Cap Value Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ESPRX.
Explore ESPRX Diversifiers