RMT vs. VSIAX
Compare and contrast key facts about Royce Micro-Cap Trust, Inc. (RMT) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).
VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RMT or VSIAX.
Correlation
The correlation between RMT and VSIAX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
RMT vs. VSIAX - Performance Comparison
Key characteristics
RMT:
0.84
VSIAX:
0.88
RMT:
1.27
VSIAX:
1.33
RMT:
1.15
VSIAX:
1.16
RMT:
1.29
VSIAX:
1.61
RMT:
4.34
VSIAX:
4.61
RMT:
3.92%
VSIAX:
3.16%
RMT:
20.30%
VSIAX:
16.45%
RMT:
-73.93%
VSIAX:
-45.39%
RMT:
-5.28%
VSIAX:
-8.09%
Returns By Period
The year-to-date returns for both stocks are quite close, with RMT having a 12.80% return and VSIAX slightly lower at 12.55%. Both investments have delivered pretty close results over the past 10 years, with RMT having a 8.77% annualized return and VSIAX not far behind at 8.67%.
RMT
12.80%
0.11%
10.13%
14.92%
11.49%
8.77%
VSIAX
12.55%
-5.46%
10.09%
12.46%
9.95%
8.67%
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Risk-Adjusted Performance
RMT vs. VSIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Micro-Cap Trust, Inc. (RMT) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
RMT vs. VSIAX - Dividend Comparison
RMT's dividend yield for the trailing twelve months is around 7.67%, more than VSIAX's 1.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMT Royce Micro-Cap Trust, Inc. | 7.67% | 8.01% | 10.94% | 7.27% | 6.03% | 7.96% | 10.11% | 7.31% | 7.84% | 17.36% | 28.77% | 10.94% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 1.42% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% | 1.87% |
Drawdowns
RMT vs. VSIAX - Drawdown Comparison
The maximum RMT drawdown since its inception was -73.93%, which is greater than VSIAX's maximum drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for RMT and VSIAX. For additional features, visit the drawdowns tool.
Volatility
RMT vs. VSIAX - Volatility Comparison
Royce Micro-Cap Trust, Inc. (RMT) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) have volatilities of 5.49% and 5.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.