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RDVIX vs VMCPX
RDVIX vs VMCPX Comparison
Open Charts RDVIX vs VMCPX
Royce Dividend Value Invmt
Price$5.46
Change+$0.02 (+0.37%)
VolumeN/A
Net Assets60.45M
Vanguard Mid Cap Index InstitutionalPlus
Price$345.40
Change+$1.91 (+0.56%)
VolumeN/A
Net Assets175.23B
RDVIX vs VMCPX Comparison Chart
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RDVIX vs. VMCPX commentary
Apr 30, 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. RDVIX (60.4M). RDVIX pays higher dividends than VMCPX: RDVIX (3.31) vs VMCPX (1.61). RDVIX was incepted earlier than VMCPX: RDVIX (18 years) vs VMCPX (14 years). RDVIX (1.27) is less costly to investors than VMCPX (0.03). RDVIX is a more actively managed with annual turnover of: 62.00 vs. VMCPX (16.00). RDVIX has a lower initial minimum investment than VMCPX: RDVIX (2000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 5.40 vs. RDVIX (-12.27). VMCPX return over 5 years is better than : 70.84 vs. RDVIX (23.94).
| RDVIX | VMCPX | RDVIX / VMCPX | |
| Total Expense Ratio | 1.09 | 0.03 | 3,633% |
| Annual Report Gross Expense Ratio | 1.27 | 0.03 | 4,233% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | -7.916 | -3.483 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.4M | 175B | 0% |
| Annual Yield % from dividends | 3.31 | 1.61 | 206% |
| Returns for 1 year | -12.27 | 5.40 | -227% |
| Returns for 3 years | 3.38 | 17.18 | 20% |
| Returns for 5 years | 23.94 | 70.84 | 34% |
| Returns for 10 years | -24.20 | 100.44 | -24% |