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RSEFX vs VSCAX
RSEFX vs VSCAX Comparison
Open Charts RSEFX vs VSCAX
Royce Small-Cap Special Equity Svc
Price$15.62
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets509.17M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.29B
RSEFX vs VSCAX Comparison Chart in %
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RSEFX vs. VSCAX commentary
Sep 07, 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 RSEFX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.29B vs. RSEFX (509M). RSEFX pays higher dividends than VSCAX: RSEFX (2.09) vs VSCAX (0.32). RSEFX was incepted earlier than VSCAX: RSEFX (22 years) vs VSCAX (26 years). RSEFX (1.58) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. RSEFX (5.00). VSCAX has a lower initial minimum investment than RSEFX: VSCAX (1000) vs RSEFX (2000). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. RSEFX (-4.77). VSCAX return over 5 years is better than : 116.87 vs. RSEFX (-1.22).
| RSEFX | VSCAX | RSEFX / VSCAX | |
| Total Expense Ratio | 1.49 | 1.12 | 133% |
| Annual Report Gross Expense Ratio | 1.58 | 1.12 | 141% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 2.763 | 7.614 | 36% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 509M | 7.29B | 7% |
| Annual Yield % from dividends | 2.09 | 0.32 | 645% |
| Returns for 1 year | -4.77 | 12.12 | -39% |
| Returns for 3 years | -3.46 | 46.81 | -7% |
| Returns for 5 years | -1.22 | 116.87 | -1% |
| Returns for 10 years | -19.13 | 36.89 | -52% |
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