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% | 67.80B | Sep 2011 | RYSEX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | RYSEX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | RYSEX vs VSMVX |
Best Risk-Adjusted Alternatives to RYSEX
RYSEX has a PortfoliosLab risk / return rank of 94. There are 3 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | RYSEX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | RYSEX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | RYSEX vs AVALX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | RYSEX vs TASVX | |
| Transamerica Small Cap Value | 93 | — | Jan 2003 | RYSEX vs TSLTX |
Top Performing RYSEX Alternatives (YTD)
RYSEX is at 27.23% YTD. There are 4 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | RYSEX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | RYSEX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | RYSEX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | RYSEX vs SSCVX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 26.22% | — | Jun 2002 | RYSEX vs QRSVX |
Lowest Volatility Alternatives to RYSEX
RYSEX has 14.53% 1-year volatility. There are 5 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | RYSEX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | RYSEX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | RYSEX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | RYSEX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | RYSEX vs USBNX |
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 10 most viewed Royce Investment Partners mutual funds shown here include PENNX, RYPRX, RYPNX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Royce Pennsylvania Mutual Fund | Small Cap Blend Equities | 72 | 18.94% | — | Oct 1972 | RYSEX vs PENNX | |
| Royce Premier Fund | Small Cap Blend Equities | 37 | 18.06% | — | Dec 1991 | RYSEX vs RYPRX | |
| Royce Opportunity Fund | Small Cap Value Equities | 77 | 23.58% | — | Nov 1996 | RYSEX vs RYPNX | |
| Royce Micro Cap Series Fund | Small Cap Blend Equities | 86 | 33.48% | — | Dec 1991 | RYSEX vs RYOTX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 65 | 19.75% | — | May 2004 | RYSEX vs RYDVX | |
| Royce Total Return Fund | Small Cap Value Equities | 44 | 16.75% | — | Dec 1993 | RYSEX vs RYTRX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 3 | 1.92% | — | — | RYSEX vs RIPIX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 3 | 1.70% | — | Dec 2010 | RYSEX vs RYIPX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 53 | 18.61% | — | Jun 2001 | RYSEX vs RYVPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 83 | 21.07% | — | Jun 2001 | RYSEX vs RYVFX |
Often Compared With RYSEX
Investors most often compare RYSEX with SQLV, WMICX, RYVVX. These 20 comparison targets span 7 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