Royce Micro Cap Series Fund (RYOTX) 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 RYOTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYOTX
RYOTX charges 1.20% annually. There are 129 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 | RYOTX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | RYOTX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | RYOTX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | RYOTX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | RYOTX vs TISBX |
Best Risk-Adjusted Alternatives to RYOTX
RYOTX has a PortfoliosLab risk / return rank of 89. There are 5 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | RYOTX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | RYOTX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | RYOTX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | RYOTX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | RYOTX vs WWSIX |
Top Performing RYOTX Alternatives (YTD)
RYOTX is at 37.74% YTD. No mutual funds in the Small Cap Blend Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 32.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | RYOTX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | RYOTX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | RYOTX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | RYOTX vs MOPIX | |
| Keeley Small Cap Fund Class Institutional | 26.69% | — | Apr 1997 | RYOTX vs WWSIX |
Lowest Volatility Alternatives to RYOTX
RYOTX has 22.83% 1-year volatility. There are 171 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | RYOTX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | RYOTX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | RYOTX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | RYOTX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | RYOTX vs BOSOX |
Lowest Drawdown Alternatives to RYOTX
RYOTX has a 1-year max drawdown of -12.10%. There are 142 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 | RYOTX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | RYOTX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | RYOTX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | RYOTX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | RYOTX vs BIAUX |
Other Mutual Funds from Royce Investment Partners
The 10 most viewed Royce Investment Partners mutual funds shown here include PENNX, RYSEX, RYPRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Royce Pennsylvania Mutual Fund | Small Cap Blend Equities | 53 | 17.21% | — | Oct 1972 | RYOTX vs PENNX | |
| Royce Special Equity Fund | Small Cap Value Equities | 75 | 19.46% | — | May 1998 | RYOTX vs RYSEX | |
| Royce Premier Fund | Small Cap Blend Equities | 29 | 15.73% | — | Dec 1991 | RYOTX vs RYPRX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 4 | 4.31% | — | — | RYOTX vs RIPIX | |
| Royce Opportunity Fund | Small Cap Value Equities | 82 | 29.63% | — | Nov 1996 | RYOTX vs RYPNX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 23 | 8.73% | — | May 2004 | RYOTX vs RYDVX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 33 | 16.05% | — | Jun 2001 | RYOTX vs RYVPX | |
| Royce Total Return Fund | Small Cap Value Equities | 14 | 6.11% | — | Dec 1993 | RYOTX vs RYTRX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 4 | 4.18% | — | Dec 2010 | RYOTX vs RYIPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 63 | 16.86% | — | Jun 2001 | RYOTX vs RYVFX |
Often Compared With RYOTX
Investors most often compare RYOTX with VTSAX, IWC, VTIAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare RYOTX with Any Fund or Stock
Compare RYOTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYOTX with funds that move differently
Royce Micro Cap Series Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYOTX.
Explore RYOTX Diversifiers