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RDVIX Royce Dividend Value Invmt Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital and current income. Royce & Associates, LP ("Royce"), the fund's investment adviser, invests the fund's assets primarily in dividend-paying equity securities of companies with stock market capitalizations up to $15 billion that the advisor believes are trading below its estimate of their current worth. Normally, the fund invests at least 80% of its net assets in equity securities that produce dividend income to the fund, and at least 65% will be issued by companies with stock market capitalizations up to $15 billion at the time of investment.

Market Cap

The average market capitalization across the Royce Dividend Value Invmt MF is 13.9B. The market cap for tickers in the group ranges from 7.32B to 23.62B. FCNCA holds the highest valuation in this group at 23.62B. The lowest valued company is EVR at 7.32B.

Volume

The average weekly volume growth across all stocks in the Royce Dividend Value Invmt MF was -14%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was 46%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 75
P/E Growth Rating: 30
Price Growth Rating: 40
SMR Rating: 38
Profit Risk Rating: 18
Seasonality Score: 40 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Royce Fund745 Fifth AvenueNew York
Phone
(212) 508-4546
Web
www.roycefunds.com
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RDVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RDVIX has been closely correlated with FSMDX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if RDVIX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RDVIX
1D Price
Change %
RDVIX100%
+1.36%
FSMDX - RDVIX
95%
Closely correlated
+1.13%
VSEMX - RDVIX
77%
Closely correlated
+1.71%
VMCPX - RDVIX
76%
Closely correlated
+0.98%
FSMAX - RDVIX
74%
Closely correlated
+1.70%
VMCIX - RDVIX
73%
Closely correlated
+0.98%
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