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 a closer substitute for your current allocation.
Cheapest Alternatives to RYDVX
RYDVX charges 1.34% annually. There are 107 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | RYDVX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 213.90B | Dec 2010 | RYDVX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | RYDVX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | RYDVX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | RYDVX vs VMCIX |
Best Risk-Adjusted Alternatives to RYDVX
RYDVX has a PortfoliosLab risk / return rank of 21. There are 96 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | RYDVX vs PFSLX | |
| Gotham Enhanced Return Fund | 84 | — | May 2013 | RYDVX vs GENIX | |
| The Texas Fund | 80 | — | Sep 2013 | RYDVX vs BIGTX | |
| Vanguard Strategic Equity Fund | 73 | 11.20B | Aug 1995 | RYDVX vs VSEQX | |
| Destinations Small-Mid Cap Equity Fund | 73 | — | Mar 2017 | RYDVX vs DSMFX |
Top Performing RYDVX Alternatives (YTD)
RYDVX is at 8.73% YTD. There are 97 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 35.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 35.49% | — | Jan 2005 | RYDVX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 31.03% | — | Aug 2015 | RYDVX vs FZFLX | |
| 13D Activist Fund | 28.28% | — | Dec 2011 | RYDVX vs DDDIX | |
| Hodges Fund | 27.04% | — | Oct 1992 | RYDVX vs HDPMX | |
| The Texas Fund | 24.51% | — | Sep 2013 | RYDVX vs BIGTX |
Lowest Volatility Alternatives to RYDVX
RYDVX has 18.49% 1-year volatility. There are 109 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.31%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.31% | — | Jul 1994 | RYDVX vs ATGAX | |
| Gabelli Focused Growth and Income Fund | 9.66% | — | Dec 2002 | RYDVX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.48% | — | Jul 1999 | RYDVX vs TLVAX | |
| Quantified Common Ground Fund | 11.67% | — | Dec 2019 | RYDVX vs QCGDX | |
| Boston Trust Midcap Fund | 11.82% | — | — | RYDVX vs BTMFX |
Lowest Drawdown Alternatives to RYDVX
RYDVX has a 1-year max drawdown of -12.32%. There are 106 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | RYDVX vs QCGDX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | RYDVX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | RYDVX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | RYDVX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | RYDVX vs FTSIX |
Other Mutual Funds from Royce Investment Partners
The 10 most viewed Royce Investment Partners mutual funds shown here include PENNX, RYSEX, RYPRX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Royce Pennsylvania Mutual Fund | Small Cap Blend Equities | 49 | 16.23% | — | Oct 1972 | RYDVX vs PENNX | |
| Royce Special Equity Fund | Small Cap Value Equities | 69 | 19.03% | — | May 1998 | RYDVX vs RYSEX | |
| Royce Premier Fund | Small Cap Blend Equities | 25 | 14.95% | — | Dec 1991 | RYDVX vs RYPRX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 4 | 4.79% | — | — | RYDVX vs RIPIX | |
| Royce Opportunity Fund | Small Cap Value Equities | 79 | 27.36% | — | Nov 1996 | RYDVX vs RYPNX | |
| Royce Micro Cap Series Fund | Small Cap Blend Equities | 87 | 35.57% | — | Dec 1991 | RYDVX vs RYOTX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 31 | 15.02% | — | Jun 2001 | RYDVX vs RYVPX | |
| Royce Total Return Fund | Small Cap Value Equities | 12 | 5.96% | — | Dec 1993 | RYDVX vs RYTRX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 4 | 4.64% | — | Dec 2010 | RYDVX vs RYIPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 59 | 16.24% | — | Jun 2001 | RYDVX vs RYVFX |
Often Compared With RYDVX
Investors most often compare RYDVX with TARKX, MISIX, GTSGX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare RYDVX with Any Fund or Stock
Compare RYDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYDVX with funds that move differently
Royce Dividend Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYDVX.
Explore RYDVX Diversifiers