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ROFCX vs VSCAX
ROFCX vs VSCAX Comparison
Open Charts ROFCX vs VSCAX
Royce Small-Cap Opportunity Consult
Price$11.97
Change+$0.11 (+0.93%)
VolumeN/A
Net Assets1.08B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
ROFCX vs VSCAX Comparison Chart in %
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ROFCX vs. VSCAX commentary
Jul 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 ROFCX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. ROFCX (1.08B). VSCAX pays higher dividends than ROFCX: VSCAX (0.35) vs ROFCX (0.00). ROFCX was incepted earlier than VSCAX: ROFCX (19 years) vs VSCAX (26 years). ROFCX (2.34) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. ROFCX (35.00). VSCAX has a lower initial minimum investment than ROFCX: VSCAX (1000) vs ROFCX (2000). VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. ROFCX (-0.42). VSCAX return over 5 years is better than : 135.31 vs. ROFCX (46.51).
| ROFCX | VSCAX | ROFCX / VSCAX | |
| Total Expense Ratio | 2.24 | 1.12 | 200% |
| Annual Report Gross Expense Ratio | 2.34 | 1.12 | 209% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 1.013 | 2.722 | 37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 6.97B | 15% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | -0.42 | 5.03 | -8% |
| Returns for 3 years | 16.67 | 43.85 | 38% |
| Returns for 5 years | 46.51 | 135.31 | 34% |
| Returns for 10 years | 2.75 | 20.55 | 13% |
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