Compare predictions RYOFX vs VSIIX
RYOFX vs VSIIX Comparison
Open Charts RYOFX vs VSIIX
Royce Small-Cap Opportunity Svc
Price$12.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$38.01
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RYOFX vs VSIIX Comparison Chart
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RYOFX vs. VSIIX commentary
Sep 30, 2023
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 RYOFX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 24.1B vs. RYOFX (1.24B). VSIIX pays higher dividends than RYOFX: VSIIX (2.19) vs RYOFX (0.00). RYOFX was incepted earlier than VSIIX: RYOFX (23 years) vs VSIIX (24 years). RYOFX (1.54) is less costly to investors than VSIIX (0.06). RYOFX is a more actively managed with annual turnover of: 35.00 vs. VSIIX (13.00). RYOFX has a lower initial minimum investment than VSIIX: RYOFX (2000) vs VSIIX (5000000). RYOFX annual gain was more profitable for investors over the last year : 11.60 vs. VSIIX (7.87). VSIIX return over 5 years is better than : 15.84 vs. RYOFX (8.44).
| RYOFX | VSIIX | RYOFX / VSIIX | |
| Total Expense Ratio | 1.49 | 0.06 | 2,483% |
| Annual Report Gross Expense Ratio | 1.54 | 0.06 | 2,567% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 7.622 | 0.020 | 38,682% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 1.24B | 24.1B | 5% |
| Annual Yield % from dividends | 0.00 | 2.19 | - |
| Returns for 1 year | 11.60 | 7.87 | 147% |
| Returns for 3 years | 23.13 | 43.72 | 53% |
| Returns for 5 years | 8.44 | 15.84 | 53% |
| Returns for 10 years | 69.95 | 89.04 | 79% |