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ROFCX vs VSIAX
ROFCX vs VSIAX Comparison
Open Charts ROFCX vs VSIAX
Royce Small-Cap Opportunity Consult
Price$12.24
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets1.2B
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
ROFCX vs VSIAX Comparison Chart
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ROFCX vs. VSIAX commentary
Jan 19, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. ROFCX (1.21B). 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 : 18.49 vs. ROFCX (10.97). VSIAX return over 5 years is better than : 50.37 vs. ROFCX (18.95).
| 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 | 3.291 | 3.217 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 58.3B | 2% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | 10.97 | 18.49 | 59% |
| Returns for 3 years | -4.82 | 17.05 | -28% |
| Returns for 5 years | 18.95 | 50.37 | 38% |
| Returns for 10 years | 9.38 | 109.60 | 9% |
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