Royce Special Equity Fund (RYSEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to RYSEX
RYSEX charges 1.20% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among RYSEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | RYSEX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | RYSEX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | RYSEX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | RYSEX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | RYSEX vs VSMVX |
Best Risk-Adjusted Alternatives to RYSEX
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 | RYSEX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | RYSEX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | RYSEX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | RYSEX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | RYSEX vs MMEYX |
Top Performing RYSEX Alternatives (YTD)
RYSEX 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 | RYSEX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | RYSEX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | RYSEX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | RYSEX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | RYSEX vs MMEYX |
Lowest Volatility Alternatives to RYSEX
RYSEX 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 | RYSEX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | RYSEX vs NSDVX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | RYSEX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | RYSEX vs TASCX | |
| VELA Small Cap Fund | 18.97% | Sep 29, 2020 | RYSEX vs VESMX |
Lowest Drawdown Alternatives to RYSEX
RYSEX 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 | RYSEX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | RYSEX vs NSDVX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | RYSEX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | RYSEX vs JMCRX | |
| AMG River Road Small-Mid Cap Value Fund | -12.25% | Mar 29, 2007 | RYSEX vs ARSMX |
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 | RYSEX vs PENNX | |
| Royce Premier Fund | Small Cap Blend Equities | 29 | 1.55% | Dec 31, 1991 | RYSEX vs RYPRX | |
| Royce Opportunity Fund | Small Cap Value Equities | 69 | 3.47% | Nov 19, 1996 | RYSEX vs RYPNX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 1 | 1.00% | May 3, 2004 | RYSEX vs RYDVX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 40 | -8.47% | Jun 14, 2001 | RYSEX vs RYVPX | |
| Royce Total Return Fund | Small Cap Value Equities | 11 | -2.76% | Dec 15, 1993 | RYSEX vs RYTRX | |
| Royce Micro Cap Series Fund | Small Cap Blend Equities | 83 | 6.06% | Dec 31, 1991 | RYSEX vs RYOTX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 4 | -9.90% | — | RYSEX vs RIPIX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 3 | -9.99% | Dec 30, 2010 | RYSEX vs RYIPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 54 | 2.26% | Jun 14, 2001 | RYSEX vs RYVFX |
Often Compared With RYSEX
What investors most often compare with RYSEX, 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.