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ROFRX vs VISVX
ROFRX vs VISVX Comparison
Open Charts ROFRX vs VISVX
Royce Small-Cap Opportunity R
Price$13.28
Change-$0.52 (-3.77%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
ROFRX vs VISVX Comparison Chart
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ROFRX vs. VISVX commentary
Dec 19, 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 ROFRX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. ROFRX (1.22B). VISVX pays higher dividends than ROFRX: VISVX (1.90) vs ROFRX (0.00). ROFRX was incepted earlier than VISVX: ROFRX (18 years) vs VISVX (27 years). ROFRX is a more actively managed with annual turnover of: 35.00 vs. VISVX (16.00). ROFRX has a lower initial minimum investment than VISVX: ROFRX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. ROFRX (7.73). VISVX return over 5 years is better than : 52.67 vs. ROFRX (24.21).
| ROFRX | VISVX | ROFRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 4.704 | 14.945 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 63B | 2% |
| Annual Yield % from dividends | 0.00 | 1.90 | - |
| Returns for 1 year | 7.73 | 16.18 | 48% |
| Returns for 3 years | -2.27 | 20.58 | -11% |
| Returns for 5 years | 24.21 | 52.67 | 46% |
| Returns for 10 years | 11.74 | 105.07 | 11% |
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