Royce Pennsylvania Mutual Fund (PENNX) Alternatives
Royce Pennsylvania Mutual Fund (PENNX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PENNX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PENNX
PENNX charges 0.92% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among PENNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | PENNX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | PENNX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | PENNX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | PENNX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | PENNX vs VSMAX |
Best Risk-Adjusted Alternatives to PENNX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | PENNX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | PENNX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | PENNX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | PENNX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | PENNX vs PRSVX |
Top Performing PENNX Alternatives (YTD)
PENNX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | PENNX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | PENNX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | PENNX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | PENNX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | PENNX vs RIVSX |
Lowest Volatility Alternatives to PENNX
PENNX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | PENNX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | PENNX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | PENNX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | PENNX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | PENNX vs CSMDX |
Lowest Drawdown Alternatives to PENNX
PENNX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | PENNX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | PENNX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | PENNX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | PENNX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | PENNX vs BOSOX |
Other Mutual Funds from Royce Investment Partners
Most popular Royce Investment Partners mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Royce Premier Fund | Small Cap Blend Equities | 29 | 1.55% | Dec 31, 1991 | PENNX vs RYPRX | |
| Royce Special Equity Fund | Small Cap Value Equities | 52 | 3.35% | May 1, 1998 | PENNX vs RYSEX | |
| Royce Opportunity Fund | Small Cap Value Equities | 69 | 3.47% | Nov 19, 1996 | PENNX vs RYPNX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 1 | 1.00% | May 3, 2004 | PENNX vs RYDVX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 40 | -8.47% | Jun 14, 2001 | PENNX vs RYVPX | |
| Royce Total Return Fund | Small Cap Value Equities | 11 | -2.76% | Dec 15, 1993 | PENNX vs RYTRX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 4 | -9.90% | — | PENNX vs RIPIX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 3 | -9.99% | Dec 30, 2010 | PENNX vs RYIPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 54 | 2.26% | Jun 14, 2001 | PENNX vs RYVFX |
Often Compared With PENNX
What investors most often compare with PENNX, based on PortfoliosLab usage data.
Compare PENNX with Any Fund or Stock
Compare PENNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.