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ROFRX vs VSCAX
ROFRX vs VSCAX Comparison
Open Charts ROFRX vs VSCAX
Royce Small-Cap Opportunity R
Price$14.22
Change-$1.18 (-7.66%)
VolumeN/A
Net Assets1.05B
Invesco Small Cap Value A
Price$28.57
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets8.41B
ROFRX vs VSCAX Comparison Chart in %
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ROFRX vs. VSCAX commentary
Dec 13, 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 ROFRX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.41B vs. ROFRX (1.05B). VSCAX pays higher dividends than ROFRX: VSCAX (0.31) vs ROFRX (0.00). ROFRX was incepted earlier than VSCAX: ROFRX (19 years) vs VSCAX (26 years). ROFRX (1.85) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. ROFRX (35.00). VSCAX has a lower initial minimum investment than ROFRX: VSCAX (1000) vs ROFRX (2000). VSCAX annual gain was more profitable for investors over the last year : 7.48 vs. ROFRX (1.18). VSCAX return over 5 years is better than : 88.18 vs. ROFRX (13.99).
| ROFRX | VSCAX | ROFRX / VSCAX | |
| Total Expense Ratio | 1.85 | 1.10 | 168% |
| Annual Report Gross Expense Ratio | 1.85 | 1.10 | 168% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 14.754 | 21.523 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 8.41B | 12% |
| Annual Yield % from dividends | 0.00 | 0.31 | - |
| Returns for 1 year | 1.18 | 7.48 | 16% |
| Returns for 3 years | 24.70 | 52.50 | 47% |
| Returns for 5 years | 13.99 | 88.18 | 16% |
| Returns for 10 years | 43.39 | 80.66 | 54% |
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