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ROFCX vs VSIAX
ROFCX vs VSIAX Comparison
Open Charts ROFCX vs VSIAX
Royce Small-Cap Opportunity Consult
Price$12.25
Change-$0.15 (-1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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ROFCX vs VSIAX Comparison Chart
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ROFCX vs. VSIAX commentary
Sep 21, 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 ROFCX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. ROFCX (1.25B). VSIAX pays higher dividends than ROFCX: VSIAX (2.01) vs ROFCX (0.00). ROFCX was incepted earlier than VSIAX: ROFCX (18 years) vs VSIAX (13 years). ROFCX is a more actively managed with annual turnover of: 35.00 vs. VSIAX (16.00). ROFCX has a lower initial minimum investment than VSIAX: ROFCX (2000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 25.86 vs. ROFCX (12.59). VSIAX return over 5 years is better than : 57.13 vs. ROFCX (28.41).
| ROFCX | VSIAX | ROFCX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 4.790 | 11.368 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 57.3B | 2% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | 12.59 | 25.86 | 49% |
| Returns for 3 years | -18.77 | 21.48 | -87% |
| Returns for 5 years | 28.41 | 57.13 | 50% |
| Returns for 10 years | -8.38 | 109.18 | -8% |