Royce Total Return Fund (RYTRX) Alternatives
Royce Total Return Fund (RYTRX) 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 RYTRX. 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 RYTRX
RYTRX charges 1.25% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among RYTRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | RYTRX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | RYTRX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | RYTRX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | RYTRX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | RYTRX vs VSMVX |
Best Risk-Adjusted Alternatives to RYTRX
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 | RYTRX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | RYTRX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | RYTRX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | RYTRX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | RYTRX vs MMEYX |
Top Performing RYTRX Alternatives (YTD)
RYTRX 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 | RYTRX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | RYTRX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | RYTRX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | RYTRX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | RYTRX vs MMEYX |
Lowest Volatility Alternatives to RYTRX
RYTRX 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 | RYTRX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | RYTRX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | RYTRX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | RYTRX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | RYTRX vs TASCX |
Lowest Drawdown Alternatives to RYTRX
RYTRX 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 | RYTRX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | RYTRX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | RYTRX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | RYTRX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | RYTRX 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 | RYTRX vs PENNX | |
| Royce Premier Fund | Small Cap Blend Equities | 29 | 1.55% | Dec 31, 1991 | RYTRX vs RYPRX | |
| Royce Opportunity Fund | Small Cap Value Equities | 69 | 3.47% | Nov 19, 1996 | RYTRX vs RYPNX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 1 | 1.00% | May 3, 2004 | RYTRX vs RYDVX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 40 | -8.47% | Jun 14, 2001 | RYTRX vs RYVPX | |
| Royce Micro Cap Series Fund | Small Cap Blend Equities | 83 | 6.06% | Dec 31, 1991 | RYTRX vs RYOTX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 4 | -9.90% | — | RYTRX vs RIPIX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 3 | -9.99% | Dec 30, 2010 | RYTRX vs RYIPX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 54 | 2.26% | Jun 14, 2001 | RYTRX vs RYVFX |
Often Compared With RYTRX
What investors most often compare with RYTRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 37 | -1.21% | Nov 13, 2000 | RYTRX vs VSMAX | |
| Vanguard Mid-Cap ETF | Mid Cap Growth Equities | 46 | -0.68% | Jan 26, 2004 | RYTRX vs VO | |
| Royce Quant Small-Cap Quality Value ETF | Small Cap Value Equities, Actively Managed | 48 | 2.33% | Jul 12, 2017 | RYTRX vs SQLV | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | RYTRX vs SSCVX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | RYTRX vs VSCAX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | RYTRX vs PRVIX |
Compare RYTRX with Any Fund or Stock
Compare RYTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.