Royce Opportunity Fund (RYPNX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to RYPNX
RYPNX charges 1.21% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among RYPNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | RYPNX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | RYPNX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | RYPNX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | RYPNX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | RYPNX vs VSMVX |
Best Risk-Adjusted Alternatives to RYPNX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | RYPNX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | RYPNX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | RYPNX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | RYPNX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | RYPNX vs MMEYX |
Top Performing RYPNX Alternatives (YTD)
RYPNX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | RYPNX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | RYPNX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | RYPNX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | RYPNX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | RYPNX vs MMEYX |
Lowest Volatility Alternatives to RYPNX
RYPNX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | RYPNX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | RYPNX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | RYPNX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | RYPNX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | RYPNX vs TASCX |
Lowest Drawdown Alternatives to RYPNX
RYPNX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | RYPNX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | RYPNX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | RYPNX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | RYPNX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | RYPNX vs JMCRX |
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 | RYPNX vs PENNX | |
| Royce Premier Fund | Small Cap Blend Equities | 29 | 1.55% | Dec 31, 1991 | RYPNX vs RYPRX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 1 | 1.00% | May 3, 2004 | RYPNX vs RYDVX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 40 | -8.47% | Jun 14, 2001 | RYPNX vs RYVPX | |
| Royce Total Return Fund | Small Cap Value Equities | 11 | -2.76% | Dec 15, 1993 | RYPNX vs RYTRX | |
| Royce Micro Cap Series Fund | Small Cap Blend Equities | 83 | 6.06% | Dec 31, 1991 | RYPNX vs RYOTX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 4 | -9.90% | — | RYPNX vs RIPIX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 3 | -9.99% | Dec 30, 2010 | RYPNX vs RYIPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 54 | 2.26% | Jun 14, 2001 | RYPNX vs RYVFX |
Often Compared With RYPNX
What investors most often compare with RYPNX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.93% | May 22, 2000 | RYPNX vs IWM | |
| Royce Quant Small-Cap Quality Value ETF | Small Cap Value Equities, Actively Managed | 48 | 2.33% | Jul 12, 2017 | RYPNX vs SQLV | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | RYPNX vs SSCVX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | RYPNX vs VSCAX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | RYPNX vs PRVIX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | RYPNX vs HRTVX |
Compare RYPNX with Any Fund or Stock
Compare RYPNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.