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ASVRX vs ROFRX
ASVRX vs ROFRX Comparison
Open Charts ASVRX vs ROFRX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Opportunity R
Price$13.28
Change-$0.52 (-3.77%)
VolumeN/A
CapitalizationN/A
ASVRX vs ROFRX Comparison Chart
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ASVRX vs. ROFRX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ASVRX is a Hold and ROFRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.19B vs. ROFRX (1.22B). ASVRX pays higher dividends than ROFRX: ASVRX (0.47) vs ROFRX (0.00). ASVRX was incepted earlier than ROFRX: ASVRX (15 years) vs ROFRX (18 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. ROFRX (35.00). ROFRX has a lower initial minimum investment than ASVRX: ROFRX (1000) vs ASVRX (2500). ROFRX annual gain was more profitable for investors over the last year : 7.73 vs. ASVRX (6.29). ASVRX return over 5 years is better than : 33.69 vs. ROFRX (24.21).
| ASVRX | ROFRX | ASVRX / ROFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 4.327 | 4.704 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 1.22B | 427% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 6.29 | 7.73 | 81% |
| Returns for 3 years | -3.43 | -2.27 | 151% |
| Returns for 5 years | 33.69 | 24.21 | 139% |
| Returns for 10 years | 23.23 | 11.74 | 198% |
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