Royce Small-Cap Value Fund (RYVFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to RYVFX
RYVFX charges 1.49% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among RYVFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | RYVFX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | RYVFX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | RYVFX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | RYVFX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | RYVFX vs VSMVX |
Best Risk-Adjusted Alternatives to RYVFX
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 | RYVFX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | RYVFX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | RYVFX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | RYVFX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | RYVFX vs MMEYX |
Top Performing RYVFX Alternatives (YTD)
RYVFX 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 | RYVFX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | RYVFX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | RYVFX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | RYVFX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | RYVFX vs MMEYX |
Lowest Volatility Alternatives to RYVFX
RYVFX 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 | RYVFX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | RYVFX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | RYVFX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | RYVFX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | RYVFX vs TASCX |
Lowest Drawdown Alternatives to RYVFX
RYVFX 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 | RYVFX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | RYVFX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | RYVFX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | RYVFX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | RYVFX 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 | RYVFX vs PENNX | |
| Royce Premier Fund | Small Cap Blend Equities | 29 | 1.55% | Dec 31, 1991 | RYVFX vs RYPRX | |
| Royce Opportunity Fund | Small Cap Value Equities | 69 | 3.47% | Nov 19, 1996 | RYVFX vs RYPNX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 1 | 1.00% | May 3, 2004 | RYVFX vs RYDVX | |
| Royce Smaller-Companies Growth Fund | Small Cap Growth Equities | 40 | -8.47% | Jun 14, 2001 | RYVFX vs RYVPX | |
| Royce Total Return Fund | Small Cap Value Equities | 11 | -2.76% | Dec 15, 1993 | RYVFX vs RYTRX | |
| Royce Micro Cap Series Fund | Small Cap Blend Equities | 83 | 6.06% | Dec 31, 1991 | RYVFX vs RYOTX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 4 | -9.90% | — | RYVFX vs RIPIX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 3 | -9.99% | Dec 30, 2010 | RYVFX vs RYIPX |
Often Compared With RYVFX
What investors most often compare with RYVFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | RYVFX vs AVUV | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | RYVFX vs VSCAX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | RYVFX vs SSCVX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | RYVFX vs PRVIX |
Compare RYVFX with Any Fund or Stock
Compare RYVFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.