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RDVIX vs VMCPX
RDVIX vs VMCPX Comparison
Open Charts RDVIX vs VMCPX
Royce Dividend Value Invmt
Price$5.63
Change-$0.15 (-2.60%)
VolumeN/A
Net Assets66.74M
Vanguard Mid Cap Index InstitutionalPlus
Price$361.18
Change-$7.64 (-2.07%)
VolumeN/A
Net Assets175.12B
RDVIX vs VMCPX Comparison Chart
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RDVIX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. RDVIX (66.7M). RDVIX pays higher dividends than VMCPX: RDVIX (3.42) vs VMCPX (1.62). RDVIX was incepted earlier than VMCPX: RDVIX (18 years) vs VMCPX (14 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 : 10.21 vs. RDVIX (-12.79). VMCPX return over 5 years is better than : 78.50 vs. RDVIX (24.67).
| 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 | 14 years | - |
| Gain YTD | -5.048 | 3.635 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.7M | 175B | 0% |
| Annual Yield % from dividends | 3.42 | 1.62 | 210% |
| Returns for 1 year | -12.79 | 10.21 | -125% |
| Returns for 3 years | 12.24 | 32.52 | 38% |
| Returns for 5 years | 24.67 | 78.50 | 31% |
| Returns for 10 years | -23.02 | 113.01 | -20% |
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