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RDVIX vs VIMSX
RDVIX vs VIMSX Comparison
Open Charts RDVIX vs VIMSX
Royce Dividend Value Invmt
Price$5.59
Change-$0.04 (-0.71%)
VolumeN/A
Net Assets63.57M
Vanguard Mid Cap Index Investor
Price$69.71
Change-$0.60 (-0.85%)
VolumeN/A
Net Assets181.84B
RDVIX vs VIMSX Comparison Chart
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RDVIX vs. VIMSX commentary
Mar 12, 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 RDVIX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. RDVIX (63.6M). RDVIX pays higher dividends than VIMSX: RDVIX (3.24) vs VIMSX (1.33). RDVIX was incepted earlier than VIMSX: RDVIX (18 years) vs VIMSX (27 years). RDVIX (1.27) is less costly to investors than VIMSX (0.17). 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 : 5.57 vs. RDVIX (-10.69). VIMSX return over 5 years is better than : 98.73 vs. RDVIX (43.86).
| RDVIX | VIMSX | RDVIX / VIMSX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | -5.892 | -2.442 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6M | 182B | 0% |
| Annual Yield % from dividends | 3.24 | 1.33 | 243% |
| Returns for 1 year | -10.69 | 5.57 | -192% |
| Returns for 3 years | 1.46 | 16.73 | 9% |
| Returns for 5 years | 43.86 | 98.73 | 44% |
| Returns for 10 years | -18.66 | 107.54 | -17% |