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RDVIX vs VMCIX
RDVIX vs VMCIX Comparison
Open Charts RDVIX vs VMCIX
Royce Dividend Value Invmt
Price$5.63
Change-$0.15 (-2.60%)
VolumeN/A
Net Assets66.74M
Vanguard Mid Cap Index Institutional
Price$73.23
Change-$1.55 (-2.07%)
VolumeN/A
Net Assets175.12B
RDVIX vs VMCIX Comparison Chart
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RDVIX vs. VMCIX commentary
May 23, 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. RDVIX (66.7M). RDVIX pays higher dividends than VMCIX: RDVIX (3.42) vs VMCIX (1.61). RDVIX was incepted earlier than VMCIX: RDVIX (18 years) vs VMCIX (27 years). RDVIX (1.24) is less costly to investors than VMCIX (0.04). RDVIX is a more actively managed with annual turnover of: 62.00 vs. VMCIX (16.00). RDVIX has a lower initial minimum investment than VMCIX: RDVIX (2000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 10.20 vs. RDVIX (-12.79). VMCIX return over 5 years is better than : 78.50 vs. RDVIX (24.67).
| RDVIX | VMCIX | RDVIX / VMCIX | |
| Total Expense Ratio | 1.09 | 0.04 | 2,725% |
| Annual Report Gross Expense Ratio | 1.24 | 0.04 | 3,100% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | -5.048 | 3.624 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.7M | 175B | 0% |
| Annual Yield % from dividends | 3.42 | 1.61 | 212% |
| Returns for 1 year | -12.79 | 10.20 | -125% |
| Returns for 3 years | 12.24 | 32.51 | 38% |
| Returns for 5 years | 24.67 | 78.50 | 31% |
| Returns for 10 years | -23.02 | 112.96 | -20% |
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