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ROFIX vs VSCAX
ROFIX vs VSCAX Comparison
Open Charts ROFIX vs VSCAX
Royce Small-Cap Opportunity Instl
Price$16.17
Change+$0.15 (+0.94%)
VolumeN/A
Net Assets1.08B
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
ROFIX vs VSCAX Comparison Chart in %
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ROFIX 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 ROFIX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. ROFIX (1.08B). VSCAX pays higher dividends than ROFIX: VSCAX (0.35) vs ROFIX (0.00). ROFIX was incepted earlier than VSCAX: ROFIX (24 years) vs VSCAX (26 years). ROFIX (1.12) and VSCAX (1.12) have similar cost to investors . VSCAX is a more actively managed with annual turnover of: 40.00 vs. ROFIX (35.00). VSCAX has a lower initial minimum investment than ROFIX: VSCAX (1000) vs ROFIX (1000000). VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. ROFIX (0.68). VSCAX return over 5 years is better than : 135.31 vs. ROFIX (55.18).
| ROFIX | VSCAX | ROFIX / VSCAX | |
| Total Expense Ratio | 1.12 | 1.12 | 100% |
| Annual Report Gross Expense Ratio | 1.12 | 1.12 | 100% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 1.507 | 2.722 | 55% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | 0.68 | 5.03 | 14% |
| Returns for 3 years | 20.61 | 43.85 | 47% |
| Returns for 5 years | 55.18 | 135.31 | 41% |
| Returns for 10 years | 19.36 | 20.55 | 94% |
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