Royce International Premier Fund Institutional Class (RIPIX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RIPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RIPIX
RIPIX charges 1.04% annually. There are 103 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | RIPIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | RIPIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | RIPIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | RIPIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | RIPIX vs VMFGX |
Best Risk-Adjusted Alternatives to RIPIX
RIPIX has a PortfoliosLab risk / return rank of 2. There are 145 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | RIPIX vs NEEIX | |
| Needham Growth Fund | 90 | — | Jan 1996 | RIPIX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 31.20B | Aug 1995 | RIPIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 87 | — | Oct 2000 | RIPIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | RIPIX vs POAGX |
Top Performing RIPIX Alternatives (YTD)
RIPIX is at -0.96% YTD. There are 133 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.27% | — | Dec 2016 | RIPIX vs NEEIX | |
| Needham Growth Fund | 56.96% | — | Jan 1996 | RIPIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.47% | — | Oct 2000 | RIPIX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.92% | — | Jul 2019 | RIPIX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 24.92% | — | Nov 2000 | RIPIX vs OEGYX |
Lowest Volatility Alternatives to RIPIX
RIPIX has 13.32% 1-year volatility. There are 4 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | RIPIX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.11% | — | May 2021 | RIPIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | RIPIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | RIPIX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.58% | — | Mar 1950 | RIPIX vs VLIFX |
Lowest Drawdown Alternatives to RIPIX
RIPIX has a 1-year max drawdown of -16.38%. There are 121 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | RIPIX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | RIPIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | RIPIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | RIPIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | RIPIX vs SECUX |
Other Mutual Funds from Royce Investment Partners
The 10 most viewed Royce Investment Partners mutual funds shown here include PENNX, RYPRX, RYSEX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Royce Pennsylvania Mutual Fund | Small Cap Blend Equities | 59 | 20.13% | — | Oct 1972 | RIPIX vs PENNX | |
| Royce Premier Fund | Small Cap Blend Equities | 34 | 19.03% | — | Dec 1991 | RIPIX vs RYPRX | |
| Royce Special Equity Fund | Small Cap Value Equities | 80 | 20.53% | — | May 1998 | RIPIX vs RYSEX | |
| Royce Opportunity Fund | Small Cap Value Equities | 80 | 29.57% | — | Nov 1996 | RIPIX vs RYPNX | |
| Royce Total Return Fund | Small Cap Value Equities | 19 | 9.60% | — | Dec 1993 | RIPIX vs RYTRX | |
| Royce Micro Cap Series Fund | Small Cap Blend Equities | 88 | 38.19% | — | Dec 1991 | RIPIX vs RYOTX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 31 | 12.01% | — | May 2004 | RIPIX vs RYDVX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 43 | 18.49% | — | Jun 2001 | RIPIX vs RYVPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 68 | 19.01% | — | Jun 2001 | RIPIX vs RYVFX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 2 | -1.11% | — | Dec 2010 | RIPIX vs RYIPX |
Often Compared With RIPIX
Investors most often compare RIPIX with LSHAX, BMDSX, AMCGX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare RIPIX with Any Fund or Stock
Compare RIPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RIPIX with funds that move differently
Royce International Premier Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RIPIX.
Explore RIPIX Diversifiers