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RDVIX vs VMCPX
RDVIX vs VMCPX Comparison
Open Charts RDVIX vs VMCPX
Royce Dividend Value Invmt
Price$7.47
Change+$0.10 (+1.36%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$380.34
Change+$3.69 (+0.98%)
VolumeN/A
CapitalizationN/A
RDVIX vs VMCPX Comparison Chart
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RDVIX vs. VMCPX commentary
Nov 23, 2024
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: 175B vs. RDVIX (74.3M). VMCPX pays higher dividends than RDVIX: VMCPX (1.51) vs RDVIX (1.17). RDVIX was incepted earlier than VMCPX: RDVIX (17 years) vs VMCPX (14 years). RDVIX is a more actively managed with annual turnover of: 14.00 vs. VMCPX (13.00). 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 : 31.11 vs. RDVIX (24.80). VMCPX return over 5 years is better than : 64.71 vs. RDVIX (15.42).
| RDVIX | VMCPX | RDVIX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 25.365 | 21.443 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.3M | 175B | 0% |
| Annual Yield % from dividends | 1.17 | 1.51 | 78% |
| Returns for 1 year | 24.80 | 31.11 | 80% |
| Returns for 3 years | 3.81 | 11.24 | 34% |
| Returns for 5 years | 15.42 | 64.71 | 24% |
| Returns for 10 years | -2.68 | 133.38 | -2% |