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% | 65.50B | 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 21. There are 116 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 | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | ESPRX vs MMEYX | |
| Transamerica Small Cap Value | 90 | — | Jan 2003 | ESPRX vs TSLTX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | ESPRX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 88 | — | Apr 2021 | ESPRX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 87 | — | Jun 2002 | ESPRX vs QRSVX |
Top Performing ESPRX Alternatives (YTD)
ESPRX is at 13.57% YTD. There are 103 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 32.84% | — | Dec 1996 | ESPRX vs MMEYX | |
| Royce Opportunity Fund | 31.78% | — | Nov 1996 | ESPRX vs RYPNX | |
| Invesco Small Cap Value Fund | 31.37% | — | Jun 1999 | ESPRX vs VSCAX | |
| First Eagle Small Cap Opportunity Fund | 30.40% | — | Apr 2021 | ESPRX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.74% | — | Feb 2008 | ESPRX vs WSCVX |
Lowest Volatility Alternatives to ESPRX
ESPRX has 17.87% 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 | ESPRX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | ESPRX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.28% | — | Apr 1997 | ESPRX vs TASCX | |
| VELA Small Cap Fund | 14.35% | — | Sep 2020 | ESPRX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.44% | — | Mar 2007 | ESPRX vs ARSMX |
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 3 most viewed Allspring mutual funds shown here include WFPRX, WMBIX, WIPIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Allspring Special Mid Cap Value Fund Class R6 | Mid Cap Value Equities | 26 | 10.59% | — | Jun 2013 | ESPRX vs WFPRX | |
| Allspring Municipal Bond Fund Institutional Class | Municipal Bonds | 78 | 1.85% | — | Oct 1986 | ESPRX vs WMBIX | |
| Allspring Core Plus Bond Fund Institutional Class | Intermediate Core-Plus Bond | 27 | 0.76% | — | Jul 1998 | ESPRX vs WIPIX |
Often Compared With ESPRX
Investors most often compare ESPRX with BSCMX, AVALX, SSCVX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes Small Cap Value Fund | Small Cap Value Equities | 84 | 18.56% | — | Jan 2018 | ESPRX vs BSCMX | |
| Aegis Value Fund | Small Cap Value Equities | 87 | 14.52% | — | May 1998 | ESPRX vs AVALX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 73 | 22.84% | — | Apr 1997 | ESPRX vs SSCVX | |
| Royce Special Equity Fund | Small Cap Value Equities | 83 | 21.03% | — | May 1998 | ESPRX vs RYSEX | |
| Heartland Value Fund | Small Cap Value Equities | 82 | 21.67% | — | Dec 1984 | ESPRX vs HRTVX | |
| North Star Dividend Fund | Small Cap Value Equities | 36 | 18.64% | — | May 2013 | ESPRX vs NSDVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 76 | 19.73% | — | Jul 1997 | ESPRX vs BRSIX | |
| VY Columbia Small Cap Value II Portfolio | Small Cap Value Equities | 87 | 21.34% | — | Apr 2006 | ESPRX vs ICISX |
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