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RYSEX vs VISVX
RYSEX vs VISVX Comparison
Open Charts RYSEX vs VISVX
Royce Small-Cap Special Equity Invmt
Price$14.58
Change-$0.25 (-1.69%)
VolumeN/A
Net Assets566.01M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
RYSEX vs VISVX Comparison Chart
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RYSEX vs. VISVX commentary
Feb 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 RYSEX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. RYSEX (566M). VISVX pays higher dividends than RYSEX: VISVX (1.90) vs RYSEX (1.40). RYSEX was incepted earlier than VISVX: RYSEX (27 years) vs VISVX (27 years). VISVX is a more actively managed with annual turnover of: 16.00 vs. RYSEX (14.00). RYSEX has a lower initial minimum investment than VISVX: RYSEX (2000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 9.96 vs. RYSEX (-9.44). VISVX return over 5 years is better than : 47.46 vs. RYSEX (-9.18).
| RYSEX | VISVX | RYSEX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -4.079 | -0.316 | 1,293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 60.2B | 1% |
| Annual Yield % from dividends | 1.40 | 1.90 | 74% |
| Returns for 1 year | -9.44 | 9.96 | -95% |
| Returns for 3 years | -15.81 | 17.90 | -88% |
| Returns for 5 years | -9.18 | 47.46 | -19% |
| Returns for 10 years | -28.53 | 90.10 | -32% |
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