Royce Smaller-Companies Growth Fund (RYVPX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYVPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYVPX
RYVPX charges 1.49% annually. There are 146 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | RYVPX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | RYVPX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | RYVPX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | RYVPX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | RYVPX vs VISGX |
Best Risk-Adjusted Alternatives to RYVPX
RYVPX has a PortfoliosLab risk / return rank of 59. There are 48 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | RYVPX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | RYVPX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | RYVPX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 87 | — | Nov 2013 | RYVPX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | RYVPX vs OBMCX |
Top Performing RYVPX Alternatives (YTD)
RYVPX is at 22.59% YTD. There are 46 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 65.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 65.50% | — | Dec 2016 | RYVPX vs NESIX | |
| Needham Small Cap Growth Fund | 64.97% | — | May 2002 | RYVPX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 44.90% | — | Dec 2016 | RYVPX vs NEAIX | |
| Needham Aggressive Growth Fund | 44.61% | — | Sep 2001 | RYVPX vs NEAGX | |
| Oberweis Micro Cap Fund | 42.82% | — | Dec 1995 | RYVPX vs OBMCX |
Lowest Volatility Alternatives to RYVPX
RYVPX has 21.16% 1-year volatility. There are 78 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.64% | — | Nov 1995 | RYVPX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | RYVPX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | RYVPX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | RYVPX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | RYVPX vs NBGIX |
Lowest Drawdown Alternatives to RYVPX
RYVPX has a 1-year max drawdown of -15.22%. There are 122 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | RYVPX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | RYVPX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | RYVPX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | RYVPX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | RYVPX vs RFIMX |
Other Mutual Funds from Royce Investment Partners
The 10 most viewed Royce Investment Partners mutual funds shown here include PENNX, RYSEX, RYPRX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Royce Pennsylvania Mutual Fund | Small Cap Blend Equities | 64 | 20.13% | — | Oct 1972 | RYVPX vs PENNX | |
| Royce Special Equity Fund | Small Cap Value Equities | 87 | 23.52% | — | May 1998 | RYVPX vs RYSEX | |
| Royce Premier Fund | Small Cap Blend Equities | 37 | 20.10% | — | Dec 1991 | RYVPX vs RYPRX | |
| Royce Opportunity Fund | Small Cap Value Equities | 83 | 29.70% | — | Nov 1996 | RYVPX vs RYPNX | |
| Royce Micro Cap Series Fund | Small Cap Blend Equities | 88 | 39.28% | — | Dec 1991 | RYVPX vs RYOTX | |
| Royce Total Return Fund | Small Cap Value Equities | 25 | 13.54% | — | Dec 1993 | RYVPX vs RYTRX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 1 | 0.56% | — | — | RYVPX vs RIPIX | |
| Royce Dividend Value Fund | Mid Cap Blend Equities | 35 | 14.74% | — | May 2004 | RYVPX vs RYDVX | |
| Royce Small-Cap Value Fund | Small Cap Value Equities | 72 | 19.84% | — | Jun 2001 | RYVPX vs RYVFX | |
| Royce International Premier Fund | Foreign Small & Mid Cap Equities | 1 | 0.39% | — | Dec 2010 | RYVPX vs RYIPX |
Often Compared With RYVPX
Investors most often compare RYVPX with FTHNX, FCNTX, HSPGX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RYVPX with Any Fund or Stock
Compare RYVPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYVPX with funds that move differently
Royce Smaller-Companies Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYVPX.
Explore RYVPX Diversifiers