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ROFCX vs VSCAX
ROFCX vs VSCAX Comparison
Open Charts ROFCX vs VSCAX
Royce Small-Cap Opportunity Consult
Price$11.79
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets1.04B
Invesco Small Cap Value A
Price$24.11
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets6.89B
ROFCX vs VSCAX Comparison Chart in %
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ROFCX vs. VSCAX commentary
Aug 09, 2025
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 ROFCX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.9B vs. ROFCX (1.04B). VSCAX pays higher dividends than ROFCX: VSCAX (0.34) vs ROFCX (0.00). ROFCX was incepted earlier than VSCAX: ROFCX (19 years) vs VSCAX (26 years). ROFCX (2.34) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. ROFCX (35.00). VSCAX has a lower initial minimum investment than ROFCX: VSCAX (1000) vs ROFCX (2000). VSCAX annual gain was more profitable for investors over the last year : 9.97 vs. ROFCX (0.34). VSCAX return over 5 years is better than : 106.61 vs. ROFCX (25.69).
| ROFCX | VSCAX | ROFCX / VSCAX | |
| Total Expense Ratio | 2.24 | 1.12 | 200% |
| Annual Report Gross Expense Ratio | 2.34 | 1.12 | 209% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | -0.506 | 1.914 | -26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 6.9B | 15% |
| Annual Yield % from dividends | 0.00 | 0.34 | - |
| Returns for 1 year | 0.34 | 9.97 | 3% |
| Returns for 3 years | 3.69 | 35.01 | 11% |
| Returns for 5 years | 25.69 | 106.61 | 24% |
| Returns for 10 years | 7.67 | 24.01 | 32% |
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