Royce Micro Cap Series Fund (RYOTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to RYOTX
RYOTX charges 1.20% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among RYOTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | RYOTX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | RYOTX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | RYOTX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | RYOTX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | RYOTX vs VSMAX |
Best Risk-Adjusted Alternatives to RYOTX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | RYOTX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | RYOTX vs DFISX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | RYOTX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | RYOTX vs PRSVX | |
| Franklin U.S. Small Cap Equity Fund | 75 | Mar 13, 2000 | RYOTX vs LMSIX |
Top Performing RYOTX Alternatives (YTD)
RYOTX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | RYOTX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | RYOTX vs WESCX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | RYOTX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | RYOTX vs RIVSX | |
| 1290 GAMCO Small/Mid Cap Value Fund | 4.18% | Nov 12, 2014 | RYOTX vs TNVIX |
Lowest Volatility Alternatives to RYOTX
RYOTX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | RYOTX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | RYOTX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | RYOTX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | RYOTX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | RYOTX vs CSMDX |
Lowest Drawdown Alternatives to RYOTX
RYOTX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | RYOTX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | RYOTX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | RYOTX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | RYOTX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | RYOTX vs BOSOX |
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 | RYOTX vs PENNX | |
| Royce Premier Fund | Small Cap Blend Equities | 29 | 1.55% | Dec 31, 1991 | RYOTX vs RYPRX | |
| Royce Special Equity Fund | Small Cap Value Equities | 52 | 3.35% | May 1, 1998 | RYOTX vs RYSEX | |
| Royce Opportunity Fund | Small Cap Value Equities | 69 | 3.47% | Nov 19, 1996 | RYOTX vs RYPNX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 1 | 1.00% | May 3, 2004 | RYOTX vs RYDVX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 40 | -8.47% | Jun 14, 2001 | RYOTX vs RYVPX | |
| Royce Total Return Fund | Small Cap Value Equities | 11 | -2.76% | Dec 15, 1993 | RYOTX vs RYTRX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 4 | -9.90% | — | RYOTX vs RIPIX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 3 | -9.99% | Dec 30, 2010 | RYOTX vs RYIPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 54 | 2.26% | Jun 14, 2001 | RYOTX vs RYVFX |
Often Compared With RYOTX
What investors most often compare with RYOTX, 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.