Royce Small-Cap Value Fund (RYVFX) 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 RYVFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYVFX
RYVFX charges 1.49% annually. There are 112 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 | RYVFX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | RYVFX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | RYVFX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | RYVFX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | RYVFX vs VRTVX |
Best Risk-Adjusted Alternatives to RYVFX
RYVFX has a PortfoliosLab risk / return rank of 65. There are 54 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 | RYVFX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | RYVFX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | RYVFX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | RYVFX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | RYVFX vs AVALX |
Top Performing RYVFX Alternatives (YTD)
RYVFX is at 18.40% YTD. There are 57 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 | RYVFX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | RYVFX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | RYVFX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | RYVFX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | RYVFX vs WSCVX |
Lowest Volatility Alternatives to RYVFX
RYVFX has 17.46% 1-year volatility. There are 62 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 | RYVFX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | RYVFX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | RYVFX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | RYVFX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | RYVFX vs ARSMX |
Lowest Drawdown Alternatives to RYVFX
RYVFX has a 1-year max drawdown of -9.17%. There are 39 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 | RYVFX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | RYVFX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | RYVFX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | RYVFX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | RYVFX vs TSLTX |
Other Mutual Funds from Royce Investment Partners
The 9 most viewed Royce Investment Partners mutual funds shown here include PENNX, RYPRX, RYSEX 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 | RYVFX vs PENNX | |
| Royce Premier Fund | Small Cap Blend Equities | 40 | 20.87% | — | Dec 1991 | RYVFX vs RYPRX | |
| Royce Special Equity Fund | Small Cap Value Equities | 83 | 20.74% | — | May 1998 | RYVFX vs RYSEX | |
| Royce Total Return Fund | Small Cap Value Equities | 18 | 8.58% | — | Dec 1993 | RYVFX vs RYTRX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 2 | 0.08% | — | — | RYVFX vs RIPIX | |
| Royce Micro Cap Series Fund | Small Cap Blend Equities | 90 | 40.27% | — | Dec 1991 | RYVFX vs RYOTX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 31 | 11.55% | — | May 2004 | RYVFX vs RYDVX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 44 | 19.38% | — | Jun 2001 | RYVFX vs RYVPX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 2 | -0.07% | — | Dec 2010 | RYVFX vs RYIPX |
Often Compared With RYVFX
Investors most often compare RYVFX with AVUV, HRTVX, JMCRX. These 19 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare RYVFX with Any Fund or Stock
Compare RYVFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYVFX with funds that move differently
Royce Small-Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYVFX.
Explore RYVFX Diversifiers