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ROFCX vs VSIAX
ROFCX vs VSIAX Comparison
Open Charts ROFCX vs VSIAX
Royce Small-Cap Opportunity Consult
Price$12.19
Change-$0.17 (-1.38%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.58
Change-$1.09 (-1.22%)
VolumeN/A
CapitalizationN/A
ROFCX vs VSIAX Comparison Chart
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ROFCX vs. VSIAX commentary
Dec 18, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. ROFCX (1.23B). VSIAX pays higher dividends than ROFCX: VSIAX (2.01) vs ROFCX (0.00). ROFCX was incepted earlier than VSIAX: ROFCX (19 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 : 16.23 vs. ROFCX (7.31). VSIAX return over 5 years is better than : 52.83 vs. ROFCX (21.29).
| ROFCX | VSIAX | ROFCX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 4.277 | 15.031 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 63B | 2% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | 7.31 | 16.23 | 45% |
| Returns for 3 years | -3.56 | 20.67 | -17% |
| Returns for 5 years | 21.29 | 52.83 | 40% |
| Returns for 10 years | 5.18 | 105.65 | 5% |