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ROFIX vs VISVX
ROFIX vs VISVX Comparison
Open Charts ROFIX vs VISVX
Royce Small-Cap Opportunity Instl
Price$16.49
Change+$0.17 (+1.04%)
VolumeN/A
Net Assets1.19B
Vanguard Small Cap Value Index I
Price$49.70
Change+$0.53 (+1.08%)
VolumeN/A
Net Assets58.32B
ROFIX vs VISVX Comparison Chart
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ROFIX vs. VISVX commentary
Jan 31, 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 ROFIX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. ROFIX (1.19B). VISVX pays higher dividends than ROFIX: VISVX (1.90) vs ROFIX (0.09). ROFIX was incepted earlier than VISVX: ROFIX (23 years) vs VISVX (27 years). ROFIX is a more actively managed with annual turnover of: 35.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than ROFIX: VISVX (3000) vs ROFIX (1000000). VISVX annual gain was more profitable for investors over the last year : 17.43 vs. ROFIX (10.89). VISVX return over 5 years is better than : 57.77 vs. ROFIX (36.19).
| ROFIX | VISVX | ROFIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 3.515 | 3.429 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 58.3B | 2% |
| Annual Yield % from dividends | 0.09 | 1.90 | 5% |
| Returns for 1 year | 10.89 | 17.43 | 63% |
| Returns for 3 years | 2.97 | 21.61 | 14% |
| Returns for 5 years | 36.19 | 57.77 | 63% |
| Returns for 10 years | 27.07 | 107.11 | 25% |
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