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RDVIX vs VMCPX
RDVIX vs VMCPX Comparison
Open Charts RDVIX vs VMCPX
Royce Dividend Value Invmt
Price$5.74
Change-$0.11 (-1.88%)
VolumeN/A
Net Assets65.56M
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
RDVIX vs VMCPX Comparison Chart
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RDVIX vs. VMCPX commentary
Jun 15, 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: 185B vs. RDVIX (65.6M). RDVIX pays higher dividends than VMCPX: RDVIX (3.26) vs VMCPX (1.54). RDVIX was incepted earlier than VMCPX: RDVIX (18 years) vs VMCPX (15 years). RDVIX (1.24) 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 : 11.60 vs. RDVIX (-6.58). VMCPX return over 5 years is better than : 69.72 vs. RDVIX (20.20).
| RDVIX | VMCPX | RDVIX / VMCPX | |
| Total Expense Ratio | 1.09 | 0.03 | 3,633% |
| Annual Report Gross Expense Ratio | 1.24 | 0.03 | 4,133% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | -2.945 | 2.781 | -106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.6M | 185B | 0% |
| Annual Yield % from dividends | 3.26 | 1.54 | 212% |
| Returns for 1 year | -6.58 | 11.60 | -57% |
| Returns for 3 years | 20.42 | 39.16 | 52% |
| Returns for 5 years | 20.20 | 69.72 | 29% |
| Returns for 10 years | -20.43 | 114.26 | -18% |
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