Royce Dividend Value Fund (RYDVX) Alternatives
Royce Dividend Value Fund (RYDVX) belongs to the Mid 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 RYDVX. 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 RYDVX
RYDVX charges 1.34% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among RYDVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | RYDVX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | RYDVX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | RYDVX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | RYDVX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | RYDVX vs VMCIX |
Best Risk-Adjusted Alternatives to RYDVX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | RYDVX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | RYDVX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | RYDVX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | RYDVX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | RYDVX vs BIGTX |
Top Performing RYDVX Alternatives (YTD)
RYDVX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | RYDVX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | RYDVX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | RYDVX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | RYDVX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | RYDVX vs FTSIX |
Lowest Volatility Alternatives to RYDVX
RYDVX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | RYDVX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | RYDVX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | RYDVX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | RYDVX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | RYDVX vs GABVX |
Lowest Drawdown Alternatives to RYDVX
RYDVX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | RYDVX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | RYDVX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | RYDVX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | RYDVX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | RYDVX vs KMVAX |
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 Pennsylvania Mutual Fund | Small Cap Blend Equities | 52 | 0.87% | Oct 31, 1972 | RYDVX vs PENNX | |
| Royce Premier Fund | Small Cap Blend Equities | 29 | 1.55% | Dec 31, 1991 | RYDVX vs RYPRX | |
| Royce Special Equity Fund | Small Cap Value Equities | 52 | 3.35% | May 1, 1998 | RYDVX vs RYSEX | |
| Royce Opportunity Fund | Small Cap Value Equities | 69 | 3.47% | Nov 19, 1996 | RYDVX vs RYPNX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 40 | -8.47% | Jun 14, 2001 | RYDVX vs RYVPX | |
| Royce Total Return Fund | Small Cap Value Equities | 11 | -2.76% | Dec 15, 1993 | RYDVX vs RYTRX | |
| Royce Micro Cap Series Fund | Small Cap Blend Equities | 83 | 6.06% | Dec 31, 1991 | RYDVX vs RYOTX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 4 | -9.90% | — | RYDVX vs RIPIX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 3 | -9.99% | Dec 30, 2010 | RYDVX vs RYIPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 54 | 2.26% | Jun 14, 2001 | RYDVX vs RYVFX |
Often Compared With RYDVX
What investors most often compare with RYDVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | RYDVX vs GTSGX | |
| Destinations Small-Mid Cap Equity Fund | Mid Cap Blend Equities | 64 | 0.28% | Mar 20, 2017 | RYDVX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | RYDVX vs FZFLX |
Compare RYDVX with Any Fund or Stock
Compare RYDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.