Royce Opportunity Fund (RYPNX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYPNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYPNX
RYPNX charges 1.21% annually. There are 84 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | RYPNX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | RYPNX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | RYPNX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | RYPNX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | RYPNX vs VRTVX |
Best Risk-Adjusted Alternatives to RYPNX
RYPNX has a PortfoliosLab risk / return rank of 85. There are 58 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 97 | — | Dec 1996 | RYPNX vs MMEYX | |
| Royce Special Equity Fund | 97 | — | May 1998 | RYPNX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 96 | — | Apr 1997 | RYPNX vs TASCX | |
| PGIM Quant Solutions Small-Cap Value Fund | 96 | — | Jan 1993 | RYPNX vs TASVX | |
| Transamerica Small Cap Value | 96 | — | Jan 2003 | RYPNX vs TSLTX |
Top Performing RYPNX Alternatives (YTD)
RYPNX is at 27.11% YTD. There are 15 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 37.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 37.97% | — | Dec 1996 | RYPNX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 29.57% | — | Dec 2000 | RYPNX vs DHSIX | |
| Royce Special Equity Fund | 29.51% | — | May 1998 | RYPNX vs RYSEX | |
| Diamond Hill Small Cap Fund | 29.35% | — | Dec 2000 | RYPNX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 28.96% | — | Apr 1997 | RYPNX vs SSCVX |
Lowest Volatility Alternatives to RYPNX
RYPNX has 22.17% 1-year volatility. There are 122 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.48% | — | Apr 2019 | RYPNX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.95% | — | Apr 1997 | RYPNX vs TASCX | |
| VELA Small Cap Fund | 14.01% | — | Sep 2020 | RYPNX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.22% | — | Aug 1992 | RYPNX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.32% | — | Mar 2007 | RYPNX vs ARSMX |
Lowest Drawdown Alternatives to RYPNX
RYPNX has a 1-year max drawdown of -12.01%. There are 104 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | RYPNX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | RYPNX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | RYPNX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | RYPNX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | RYPNX vs TSLTX |
Other Mutual Funds from Royce Investment Partners
The 9 most viewed Royce Investment Partners mutual funds shown here include PENNX, RYPRX, RYOTX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Royce Pennsylvania Mutual Fund | Small Cap Blend Equities | 77 | 21.65% | — | Oct 1972 | RYPNX vs PENNX | |
| Royce Premier Fund | Small Cap Blend Equities | 42 | 20.78% | — | Dec 1991 | RYPNX vs RYPRX | |
| Royce Micro Cap Series Fund | Small Cap Blend Equities | 90 | 37.56% | — | Dec 1991 | RYPNX vs RYOTX | |
| Royce Total Return Fund | Small Cap Value Equities | 53 | 18.49% | — | Dec 1993 | RYPNX vs RYTRX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 74 | 22.03% | — | May 2004 | RYPNX vs RYDVX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 2 | 2.31% | — | — | RYPNX vs RIPIX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 2 | 2.09% | — | Dec 2010 | RYPNX vs RYIPX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 57 | 21.69% | — | Jun 2001 | RYPNX vs RYVPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 87 | 22.30% | — | Jun 2001 | RYPNX vs RYVFX |
Often Compared With RYPNX
Investors most often compare RYPNX with IWM, SQLV, AVALX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RYPNX with Any Fund or Stock
Compare RYPNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYPNX with funds that move differently
Royce Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYPNX.
Explore RYPNX Diversifiers