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ROFRX vs VSIAX
ROFRX vs VSIAX Comparison
Open Charts ROFRX vs VSIAX
Royce Small-Cap Opportunity R
Price$13.03
Change-$0.30 (-2.25%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$81.49
Change-$1.18 (-1.43%)
VolumeN/A
CapitalizationN/A
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VS
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ROFRX vs VSIAX Comparison Chart
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ROFRX vs. VSIAX commentary
Sep 08, 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 StrongSell and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. ROFRX (1.17B). VSIAX pays higher dividends than ROFRX: VSIAX (2.01) vs ROFRX (0.00). ROFRX was incepted earlier than VSIAX: ROFRX (17 years) vs VSIAX (13 years). ROFRX is a more actively managed with annual turnover of: 35.00 vs. VSIAX (16.00). ROFRX has a lower initial minimum investment than VSIAX: ROFRX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 16.98 vs. ROFRX (4.14). VSIAX return over 5 years is better than : 55.42 vs. ROFRX (33.17).
| ROFRX | VSIAX | ROFRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 1.138 | 7.230 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 57.3B | 2% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | 4.14 | 16.98 | 24% |
| Returns for 3 years | -25.70 | 11.33 | -227% |
| Returns for 5 years | 33.17 | 55.42 | 60% |
| Returns for 10 years | -10.11 | 93.33 | -11% |
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