DLBMX vs. RYOTX
Compare and contrast key facts about MassMutual Small Cap Opportunities Fund (DLBMX) and Royce Micro Cap Series Fund (RYOTX).
DLBMX is managed by MassMutual. It was launched on Jul 17, 1998. RYOTX is managed by Royce Investment Partners. It was launched on Dec 31, 1991.
Performance
DLBMX vs. RYOTX - Performance Comparison
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DLBMX vs. RYOTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DLBMX MassMutual Small Cap Opportunities Fund | -4.32% | 8.07% | 12.30% | 17.43% | -16.19% | 64.90% | 19.75% | 25.54% | -11.14% | 13.90% |
RYOTX Royce Micro Cap Series Fund | 6.06% | 13.51% | 13.24% | 19.51% | -22.66% | 30.36% | 24.56% | 21.19% | -9.09% | 5.29% |
Returns By Period
In the year-to-date period, DLBMX achieves a -4.32% return, which is significantly lower than RYOTX's 6.06% return. Over the past 10 years, DLBMX has outperformed RYOTX with an annualized return of 12.93%, while RYOTX has yielded a comparatively lower 11.13% annualized return.
DLBMX
- 1D
- -1.26%
- 1M
- -10.93%
- YTD
- -4.32%
- 6M
- -2.11%
- 1Y
- 10.06%
- 3Y*
- 9.62%
- 5Y*
- 10.78%
- 10Y*
- 12.93%
RYOTX
- 1D
- -1.84%
- 1M
- -8.37%
- YTD
- 6.06%
- 6M
- 8.18%
- 1Y
- 41.43%
- 3Y*
- 16.69%
- 5Y*
- 6.90%
- 10Y*
- 11.13%
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DLBMX vs. RYOTX - Expense Ratio Comparison
Both DLBMX and RYOTX have an expense ratio of 1.20%.
Return for Risk
DLBMX vs. RYOTX — Risk / Return Rank
DLBMX
RYOTX
DLBMX vs. RYOTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Small Cap Opportunities Fund (DLBMX) and Royce Micro Cap Series Fund (RYOTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DLBMX | RYOTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.53 | -1.09 |
Sortino ratioReturn per unit of downside risk | 0.77 | 2.14 | -1.37 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.27 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 2.67 | -2.17 |
Martin ratioReturn relative to average drawdown | 1.95 | 9.42 | -7.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DLBMX | RYOTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.53 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.30 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.49 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.58 | -0.18 |
Correlation
The correlation between DLBMX and RYOTX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DLBMX vs. RYOTX - Dividend Comparison
DLBMX's dividend yield for the trailing twelve months is around 10.57%, less than RYOTX's 14.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLBMX MassMutual Small Cap Opportunities Fund | 10.57% | 10.11% | 9.33% | 4.73% | 0.88% | 35.42% | 7.82% | 0.46% | 11.94% | 13.55% | 3.14% | 11.15% |
RYOTX Royce Micro Cap Series Fund | 14.09% | 14.94% | 12.20% | 6.97% | 5.10% | 23.10% | 7.40% | 2.72% | 13.95% | 7.76% | 11.41% | 12.99% |
Drawdowns
DLBMX vs. RYOTX - Drawdown Comparison
The maximum DLBMX drawdown since its inception was -65.12%, which is greater than RYOTX's maximum drawdown of -56.86%. Use the drawdown chart below to compare losses from any high point for DLBMX and RYOTX.
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Drawdown Indicators
| DLBMX | RYOTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.12% | -56.86% | -8.26% |
Max Drawdown (1Y)Largest decline over 1 year | -14.61% | -13.59% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -29.39% | -35.84% | +6.45% |
Max Drawdown (10Y)Largest decline over 10 years | -42.55% | -44.87% | +2.32% |
Current DrawdownCurrent decline from peak | -12.42% | -9.85% | -2.57% |
Average DrawdownAverage peak-to-trough decline | -10.26% | -9.47% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 3.85% | -0.13% |
Volatility
DLBMX vs. RYOTX - Volatility Comparison
The current volatility for MassMutual Small Cap Opportunities Fund (DLBMX) is 6.37%, while Royce Micro Cap Series Fund (RYOTX) has a volatility of 8.66%. This indicates that DLBMX experiences smaller price fluctuations and is considered to be less risky than RYOTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DLBMX | RYOTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 8.66% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.45% | 17.38% | -4.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.21% | 26.43% | -4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.64% | 23.36% | +8.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.12% | 23.01% | +5.11% |