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ROFRX vs VSCAX
ROFRX vs VSCAX Comparison
Open Charts ROFRX vs VSCAX
Royce Small-Cap Opportunity R
Price$14.37
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets1.09B
Invesco Small Cap Value A
Price$25.31
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.23B
ROFRX vs VSCAX Comparison Chart in %
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ROFRX vs. VSCAX commentary
Aug 29, 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 ROFRX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.23B vs. ROFRX (1.09B). VSCAX pays higher dividends than ROFRX: VSCAX (0.34) vs ROFRX (0.00). ROFRX was incepted earlier than VSCAX: ROFRX (18 years) vs VSCAX (26 years). ROFRX (1.85) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. ROFRX (35.00). VSCAX has a lower initial minimum investment than ROFRX: VSCAX (1000) vs ROFRX (2000). VSCAX annual gain was more profitable for investors over the last year : 7.51 vs. ROFRX (3.60). VSCAX return over 5 years is better than : 112.00 vs. ROFRX (36.47).
| ROFRX | VSCAX | ROFRX / VSCAX | |
| Total Expense Ratio | 1.85 | 1.12 | 165% |
| Annual Report Gross Expense Ratio | 1.85 | 1.12 | 165% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 7.079 | 6.976 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 7.23B | 15% |
| Annual Yield % from dividends | 0.00 | 0.34 | - |
| Returns for 1 year | 3.60 | 7.51 | 48% |
| Returns for 3 years | 12.35 | 38.48 | 32% |
| Returns for 5 years | 36.47 | 112.00 | 33% |
| Returns for 10 years | 26.94 | 36.23 | 74% |
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