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 a closer substitute for your current allocation.
Cheapest Alternatives to PENNX
PENNX charges 0.92% annually. There are 75 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | PENNX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | PENNX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | PENNX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | PENNX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | PENNX vs TISBX |
Best Risk-Adjusted Alternatives to PENNX
PENNX has a PortfoliosLab risk / return rank of 55. There are 101 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | PENNX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | PENNX vs WESCX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | PENNX vs GQSCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | PENNX vs MOPIX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | PENNX vs RIVSX |
Top Performing PENNX Alternatives (YTD)
PENNX is at 19.48% YTD. There are 82 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.62% | — | Dec 2007 | PENNX vs PVIVX | |
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | PENNX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | PENNX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 30.11% | — | Apr 1997 | PENNX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 29.96% | — | Apr 1997 | PENNX vs WESCX |
Lowest Volatility Alternatives to PENNX
PENNX has 18.38% 1-year volatility. There are 99 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | PENNX vs HFCGX | |
| DFA International Small Company Portfolio | 14.33% | 15.72B | Sep 1996 | PENNX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | PENNX vs CSMDX | |
| DWS Small Cap Core Fund | 15.05% | — | Jul 2000 | PENNX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.14% | — | — | PENNX vs BOSOX |
Lowest Drawdown Alternatives to PENNX
PENNX has a 1-year max drawdown of -10.21%. There are 91 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | PENNX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | PENNX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | PENNX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | PENNX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | PENNX vs SSCDX |
Other Mutual Funds from Royce Investment Partners
The 9 most viewed Royce Investment Partners mutual funds shown here include RYSEX, RYPRX, RYPNX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Royce Special Equity Fund | Small Cap Value Equities | 82 | 22.74% | — | May 1998 | PENNX vs RYSEX | |
| Royce Premier Fund | Small Cap Blend Equities | 30 | 19.03% | — | Dec 1991 | PENNX vs RYPRX | |
| Royce Opportunity Fund | Small Cap Value Equities | 78 | 28.37% | — | Nov 1996 | PENNX vs RYPNX | |
| Royce Total Return Fund | Small Cap Value Equities | 22 | 13.54% | — | Dec 1993 | PENNX vs RYTRX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 1 | -0.40% | — | — | PENNX vs RIPIX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 33 | 14.74% | — | May 2004 | PENNX vs RYDVX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 57 | 21.57% | — | Jun 2001 | PENNX vs RYVPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 64 | 19.53% | — | Jun 2001 | PENNX vs RYVFX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 1 | -0.65% | — | Dec 2010 | PENNX vs RYIPX |
Often Compared With PENNX
Investors most often compare PENNX with PNSAX, LEXCX, BUFSX. These 20 comparison targets span 8 categories, 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.
Pair PENNX with funds that move differently
Royce Pennsylvania Mutual Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PENNX.
Explore PENNX Diversifiers