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RDVIX vs VIMSX
RDVIX vs VIMSX Comparison
Open Charts RDVIX vs VIMSX
Royce Dividend Value Invmt
Price$5.95
Change+$0.03 (+0.51%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$73.47
Change+$0.63 (+0.86%)
VolumeN/A
CapitalizationN/A
RDVIX vs VIMSX Comparison Chart
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RDVIX vs. VIMSX commentary
Dec 25, 2024
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 RDVIX is a Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 190B vs. RDVIX (70.7M). VIMSX pays higher dividends than RDVIX: VIMSX (1.38) vs RDVIX (1.17). RDVIX was incepted earlier than VIMSX: RDVIX (17 years) vs VIMSX (27 years). RDVIX is a more actively managed with annual turnover of: 14.00 vs. VIMSX (13.00). RDVIX has a lower initial minimum investment than VIMSX: RDVIX (2000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 15.87 vs. RDVIX (1.67). VIMSX return over 5 years is better than : 52.04 vs. RDVIX (3.48).
| RDVIX | VIMSX | RDVIX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 1.836 | 15.342 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.7M | 190B | 0% |
| Annual Yield % from dividends | 1.17 | 1.38 | 85% |
| Returns for 1 year | 1.67 | 15.87 | 10% |
| Returns for 3 years | -1.06 | 6.92 | -15% |
| Returns for 5 years | 3.48 | 52.04 | 7% |
| Returns for 10 years | -15.18 | 118.24 | -13% |
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