SCVAX vs. ESPAX
Compare and contrast key facts about Allspring Small Company Value Fund (SCVAX) and Allspring Special Small Cap Value Fund (ESPAX).
SCVAX is managed by Allspring Global Investments. It was launched on Jan 31, 2002. ESPAX is managed by Allspring Global Investments. It was launched on May 7, 1993.
Performance
SCVAX vs. ESPAX - Performance Comparison
Loading graphics...
SCVAX vs. ESPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCVAX Allspring Small Company Value Fund | 6.99% | 1.75% | 8.22% | 15.19% | -12.13% | 36.81% | 1.99% | 22.20% | -14.18% | 11.58% |
ESPAX Allspring Special Small Cap Value Fund | -0.14% | -3.10% | 6.44% | 18.65% | -13.94% | 27.61% | 1.16% | 28.03% | -13.77% | 11.08% |
Returns By Period
In the year-to-date period, SCVAX achieves a 6.99% return, which is significantly higher than ESPAX's -0.14% return. Over the past 10 years, SCVAX has outperformed ESPAX with an annualized return of 9.37%, while ESPAX has yielded a comparatively lower 7.44% annualized return.
SCVAX
- 1D
- 1.97%
- 1M
- -4.99%
- YTD
- 6.99%
- 6M
- 6.71%
- 1Y
- 16.95%
- 3Y*
- 10.27%
- 5Y*
- 5.27%
- 10Y*
- 9.37%
ESPAX
- 1D
- 1.75%
- 1M
- -7.28%
- YTD
- -0.14%
- 6M
- 1.20%
- 1Y
- 3.08%
- 3Y*
- 5.84%
- 5Y*
- 2.08%
- 10Y*
- 7.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCVAX vs. ESPAX - Expense Ratio Comparison
SCVAX has a 1.15% expense ratio, which is lower than ESPAX's 1.24% expense ratio.
Return for Risk
SCVAX vs. ESPAX — Risk / Return Rank
SCVAX
ESPAX
SCVAX vs. ESPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Small Company Value Fund (SCVAX) and Allspring Special Small Cap Value Fund (ESPAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SCVAX | ESPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.15 | +0.66 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.39 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.05 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 0.25 | +1.05 |
Martin ratioReturn relative to average drawdown | 4.96 | 0.68 | +4.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SCVAX | ESPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.15 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.10 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.35 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.43 | +0.01 |
Correlation
The correlation between SCVAX and ESPAX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SCVAX vs. ESPAX - Dividend Comparison
SCVAX's dividend yield for the trailing twelve months is around 5.50%, less than ESPAX's 8.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCVAX Allspring Small Company Value Fund | 5.50% | 5.88% | 8.23% | 0.77% | 4.33% | 6.02% | 0.39% | 0.48% | 0.71% | 0.30% | 0.04% | 0.13% |
ESPAX Allspring Special Small Cap Value Fund | 8.27% | 8.26% | 10.10% | 2.07% | 6.24% | 6.34% | 0.39% | 1.68% | 7.90% | 5.33% | 2.25% | 2.33% |
Drawdowns
SCVAX vs. ESPAX - Drawdown Comparison
The maximum SCVAX drawdown since its inception was -70.30%, which is greater than ESPAX's maximum drawdown of -61.14%. Use the drawdown chart below to compare losses from any high point for SCVAX and ESPAX.
Loading graphics...
Drawdown Indicators
| SCVAX | ESPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.30% | -61.14% | -9.16% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -13.80% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -26.83% | -26.84% | +0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -46.64% | -43.28% | -3.36% |
Current DrawdownCurrent decline from peak | -5.09% | -11.16% | +6.07% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -9.17% | -1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 5.18% | -1.57% |
Volatility
SCVAX vs. ESPAX - Volatility Comparison
Allspring Small Company Value Fund (SCVAX) and Allspring Special Small Cap Value Fund (ESPAX) have volatilities of 5.72% and 6.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SCVAX | ESPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.72% | 6.01% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.69% | 12.45% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.61% | 21.85% | -0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.88% | 20.19% | +0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.24% | 21.34% | +1.90% |