Royce Special Equity Fund (RYSEX) 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 RYSEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYSEX
RYSEX charges 1.20% annually. There are 82 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 | RYSEX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | RYSEX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | RYSEX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | RYSEX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | RYSEX vs VRTVX |
Best Risk-Adjusted Alternatives to RYSEX
RYSEX has a PortfoliosLab risk / return rank of 83. There are 15 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | RYSEX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | RYSEX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | RYSEX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | RYSEX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | RYSEX vs AVALX |
Top Performing RYSEX Alternatives (YTD)
RYSEX is at 20.74% YTD. There are 34 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | RYSEX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | RYSEX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | RYSEX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | RYSEX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | RYSEX vs WSCVX |
Lowest Volatility Alternatives to RYSEX
RYSEX has 14.60% 1-year volatility. There are 5 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | RYSEX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | RYSEX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | RYSEX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | RYSEX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | RYSEX vs ARSMX |
Lowest Drawdown Alternatives to RYSEX
RYSEX has a 1-year max drawdown of -8.20%. There are 8 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 | RYSEX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | RYSEX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | RYSEX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | RYSEX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | RYSEX vs TSLTX |
Other Mutual Funds from Royce Investment Partners
The 9 most viewed Royce Investment Partners mutual funds shown here include PENNX, RYPRX, RYTRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Royce Pennsylvania Mutual Fund | Small Cap Blend Equities | 67 | 21.75% | — | Oct 1972 | RYSEX vs PENNX | |
| Royce Premier Fund | Small Cap Blend Equities | 40 | 20.87% | — | Dec 1991 | RYSEX vs RYPRX | |
| Royce Total Return Fund | Small Cap Value Equities | 18 | 8.58% | — | Dec 1993 | RYSEX vs RYTRX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 2 | 0.08% | — | — | RYSEX vs RIPIX | |
| Royce Micro Cap Series Fund | Small Cap Blend Equities | 90 | 40.27% | — | Dec 1991 | RYSEX vs RYOTX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 31 | 11.55% | — | May 2004 | RYSEX vs RYDVX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 44 | 19.38% | — | Jun 2001 | RYSEX vs RYVPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 65 | 18.40% | — | Jun 2001 | RYSEX vs RYVFX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 2 | -0.07% | — | Dec 2010 | RYSEX vs RYIPX |
Often Compared With RYSEX
Investors most often compare RYSEX with SQLV, WMICX, RYVVX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare RYSEX with Any Fund or Stock
Compare RYSEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYSEX with funds that move differently
Royce Special Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYSEX.
Explore RYSEX Diversifiers