Royce Premier Fund (RYPRX) 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 RYPRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYPRX
RYPRX charges 1.17% annually. There are 121 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 | RYPRX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | RYPRX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | RYPRX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | RYPRX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | RYPRX vs VSMAX |
Best Risk-Adjusted Alternatives to RYPRX
RYPRX has a PortfoliosLab risk / return rank of 25. There are 144 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 | |
|---|---|---|---|---|---|
| Auer Growth Fund | 91 | — | Dec 2007 | RYPRX vs AUERX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | RYPRX vs MOPIX | |
| Keeley Small Cap Fund Class Institutional | 88 | — | Apr 1997 | RYPRX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 88 | — | Apr 1997 | RYPRX vs WESCX | |
| River Oak Discovery Fund | 87 | — | Jun 2005 | RYPRX vs RIVSX |
Top Performing RYPRX Alternatives (YTD)
RYPRX is at 14.95% YTD. There are 92 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 35.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 35.57% | — | Dec 1991 | RYPRX vs RYOTX | |
| River Oak Discovery Fund | 30.52% | — | Jun 2005 | RYPRX vs RIVSX | |
| Paradigm Micro-cap Fund | 29.56% | — | Dec 2007 | RYPRX vs PVIVX | |
| Hodges Small Cap Fund | 29.53% | — | Dec 2007 | RYPRX vs HDPSX | |
| MainStay WMC Small Companies Fund | 26.74% | — | Jan 1987 | RYPRX vs MOPIX |
Lowest Volatility Alternatives to RYPRX
RYPRX has 18.32% 1-year volatility. There are 113 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.91% | — | Nov 1996 | RYPRX vs HFCGX | |
| DFA International Small Company Portfolio | 13.79% | — | Sep 1996 | RYPRX vs DFISX | |
| DWS Small Cap Core Fund | 14.27% | — | Jul 2000 | RYPRX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.48% | — | Feb 2017 | RYPRX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | RYPRX vs BOSOX |
Lowest Drawdown Alternatives to RYPRX
RYPRX has a 1-year max drawdown of -14.54%. There are 168 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 | RYPRX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | RYPRX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | RYPRX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | RYPRX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | RYPRX vs BIAUX |
Other Mutual Funds from Royce Investment Partners
The 9 most viewed Royce Investment Partners mutual funds shown here include PENNX, RYSEX, RIPIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Royce Pennsylvania Mutual Fund | Small Cap Blend Equities | 49 | 16.23% | — | Oct 1972 | RYPRX vs PENNX | |
| Royce Special Equity Fund | Small Cap Value Equities | 69 | 19.03% | — | May 1998 | RYPRX vs RYSEX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 4 | 4.79% | — | — | RYPRX vs RIPIX | |
| Royce Opportunity Fund | Small Cap Value Equities | 79 | 27.36% | — | Nov 1996 | RYPRX vs RYPNX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 21 | 8.73% | — | May 2004 | RYPRX vs RYDVX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 31 | 15.02% | — | Jun 2001 | RYPRX vs RYVPX | |
| Royce Total Return Fund | Small Cap Value Equities | 12 | 5.96% | — | Dec 1993 | RYPRX vs RYTRX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 4 | 4.64% | — | Dec 2010 | RYPRX vs RYIPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 59 | 16.24% | — | Jun 2001 | RYPRX vs RYVFX |
Often Compared With RYPRX
Investors most often compare RYPRX with XSVM, FMAGX, SCHA. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare RYPRX with Any Fund or Stock
Compare RYPRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYPRX with funds that move differently
Royce Premier Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYPRX.
Explore RYPRX Diversifiers