PVIVX vs. RYOTX
Compare and contrast key facts about Paradigm Micro-cap Fund (PVIVX) and Royce Micro Cap Series Fund (RYOTX).
PVIVX is managed by Paradigm Funds. It was launched on Dec 31, 2007. RYOTX is managed by Royce Investment Partners. It was launched on Dec 31, 1991.
Performance
PVIVX vs. RYOTX - Performance Comparison
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PVIVX vs. RYOTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | -1.09% | -4.81% | 13.48% | 17.89% | -20.62% | 27.94% | 46.96% | 22.38% | -10.88% | 15.82% |
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, PVIVX achieves a -1.09% return, which is significantly lower than RYOTX's 6.06% return. Both investments have delivered pretty close results over the past 10 years, with PVIVX having a 11.35% annualized return and RYOTX not far behind at 11.13%.
PVIVX
- 1D
- -1.90%
- 1M
- -11.09%
- YTD
- -1.09%
- 6M
- -5.57%
- 1Y
- 10.38%
- 3Y*
- 5.63%
- 5Y*
- 1.56%
- 10Y*
- 11.35%
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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PVIVX vs. RYOTX - Expense Ratio Comparison
PVIVX has a 1.25% expense ratio, which is higher than RYOTX's 1.20% expense ratio.
Return for Risk
PVIVX vs. RYOTX — Risk / Return Rank
PVIVX
RYOTX
PVIVX vs. RYOTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) 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.
| PVIVX | RYOTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 1.53 | -1.19 |
Sortino ratioReturn per unit of downside risk | 0.69 | 2.14 | -1.46 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.27 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 2.67 | -2.20 |
Martin ratioReturn relative to average drawdown | 1.28 | 9.42 | -8.14 |
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
| PVIVX | RYOTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 1.53 | -1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.30 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.49 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.58 | -0.56 |
Correlation
The correlation between PVIVX and RYOTX is 0.90, 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
PVIVX vs. RYOTX - Dividend Comparison
PVIVX's dividend yield for the trailing twelve months is around 16.11%, more than RYOTX's 14.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | 16.11% | 15.93% | 6.40% | 0.00% | 0.00% | 1.11% | 5.25% | 0.01% | 14.09% | 6.88% | 3.61% | 1.32% |
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
PVIVX vs. RYOTX - Drawdown Comparison
The maximum PVIVX drawdown since its inception was -95.67%, which is greater than RYOTX's maximum drawdown of -56.86%. Use the drawdown chart below to compare losses from any high point for PVIVX and RYOTX.
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Drawdown Indicators
| PVIVX | RYOTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.67% | -56.86% | -38.81% |
Max Drawdown (1Y)Largest decline over 1 year | -14.84% | -13.59% | -1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -95.67% | -35.84% | -59.83% |
Max Drawdown (10Y)Largest decline over 10 years | -95.67% | -44.87% | -50.80% |
Current DrawdownCurrent decline from peak | -94.57% | -9.85% | -84.72% |
Average DrawdownAverage peak-to-trough decline | -16.15% | -9.47% | -6.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 3.85% | +1.59% |
Volatility
PVIVX vs. RYOTX - Volatility Comparison
Paradigm Micro-cap Fund (PVIVX) and Royce Micro Cap Series Fund (RYOTX) have volatilities of 8.39% and 8.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PVIVX | RYOTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 8.66% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 17.65% | 17.38% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.19% | 26.43% | +2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 887.36% | 23.36% | +864.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 627.66% | 23.01% | +604.65% |