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ROFRX vs VSCAX
ROFRX vs VSCAX Comparison
Open Charts ROFRX vs VSCAX
Royce Small-Cap Opportunity R
Price$13.23
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.03B
Invesco Small Cap Value A
Price$23.96
Change+$0.22 (+0.93%)
VolumeN/A
Net Assets6.83B
ROFRX vs VSCAX Comparison Chart in %
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ROFRX vs. VSCAX commentary
Aug 08, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.83B vs. ROFRX (1.03B). 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 : 11.93 vs. ROFRX (2.16). VSCAX return over 5 years is better than : 104.71 vs. ROFRX (27.21).
| 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 | -1.416 | 0.978 | -145% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 6.83B | 15% |
| Annual Yield % from dividends | 0.00 | 0.34 | - |
| Returns for 1 year | 2.16 | 11.93 | 18% |
| Returns for 3 years | 2.08 | 33.55 | 6% |
| Returns for 5 years | 27.21 | 104.71 | 26% |
| Returns for 10 years | 11.65 | 20.95 | 56% |
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