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RVPIX vs VEXRX
RVPIX vs VEXRX Comparison
Open Charts RVPIX vs VEXRX
Royce Smaller-Companies Growth Instl
Price$8.11
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets179.38M
RVPIX vs VEXRX Comparison Chart
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RVPIX vs. VEXRX commentary
May 23, 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 RVPIX is a StrongBuy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. RVPIX (179M). RVPIX pays higher dividends than VEXRX: RVPIX (1.06) vs VEXRX (0.57). RVPIX was incepted earlier than VEXRX: RVPIX (19 years) vs VEXRX (24 years). RVPIX (1.53) is less costly to investors than VEXRX (0.33). RVPIX is a more actively managed with annual turnover of: 73.00 vs. VEXRX (35.00). VEXRX has a lower initial minimum investment than RVPIX: VEXRX (50000) vs RVPIX (1000000). RVPIX annual gain was more profitable for investors over the last year : 12.28 vs. VEXRX (-7.48). VEXRX return over 5 years is better than : 12.77 vs. RVPIX (4.40).
| RVPIX | VEXRX | RVPIX / VEXRX | |
| Total Expense Ratio | 1.02 | 0.33 | 309% |
| Annual Report Gross Expense Ratio | 1.53 | 0.33 | 464% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 0.996 | -6.448 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 18.9B | 1% |
| Annual Yield % from dividends | 1.06 | 0.57 | 185% |
| Returns for 1 year | 12.28 | -7.48 | -164% |
| Returns for 3 years | 42.60 | 9.12 | 467% |
| Returns for 5 years | 4.40 | 12.77 | 34% |
| Returns for 10 years | -46.50 | 8.62 | -540% |