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RDVIX vs VMCPX
RDVIX vs VMCPX Comparison
Open Charts RDVIX vs VMCPX
Royce Smid-Cap Total Return Investment
Price$6.10
Change+$0.05 (+0.83%)
VolumeN/A
Net Assets69.46M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
RDVIX vs VMCPX Comparison Chart in %
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RDVIX vs. VMCPX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. RDVIX (69.5M). RDVIX pays higher dividends than VMCPX: RDVIX (3.19) 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 : 17.65 vs. RDVIX (-2.27). VMCPX return over 5 years is better than : 73.80 vs. RDVIX (26.76).
| 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 | 3.142 | 7.631 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.5M | 185B | 0% |
| Annual Yield % from dividends | 3.19 | 1.54 | 208% |
| Returns for 1 year | -2.27 | 17.65 | -13% |
| Returns for 3 years | 26.34 | 43.14 | 61% |
| Returns for 5 years | 26.76 | 73.80 | 36% |
| Returns for 10 years | -13.17 | 127.62 | -10% |
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