RYIPX vs. RYVPX
RYIPX (Royce International Premier Fund) and RYVPX (Royce Smaller-Companies Growth Fund) are both mutual funds - RYIPX is a Foreign Small & Mid Cap Equities fund managed by Royce Investment Partners, while RYVPX is a Small Cap Growth Equities fund managed by Royce Investment Partners. Over the past 10 years, RYIPX returned 4.37%/yr vs 11.95%/yr for RYVPX. Their 0.59 correlation means they have sometimes moved together and sometimes differently. RYIPX charges 1.44%/yr vs 1.49%/yr for RYVPX.
Performance
RYIPX vs. RYVPX - Performance Comparison
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Returns By Period
In the year-to-date period, RYIPX achieves a 1.70% return, which is significantly lower than RYVPX's 18.61% return. Over the past 10 years, RYIPX has underperformed RYVPX with an annualized return of 4.37%, while RYVPX has yielded a comparatively higher 11.95% annualized return.
RYIPX
- 1D
- 2.17%
- 1M
- -0.26%
- 6M
- 1.04%
- YTD
- 1.70%
- 1Y
- -3.06%
- 3Y*
- 1.66%
- 5Y*
- -4.83%
- 10Y*
- 4.37%
- ALL TIME*
- 4.80%
RYVPX
- 1D
- 2.21%
- 1M
- -3.75%
- 6M
- 16.52%
- YTD
- 18.61%
- 1Y
- 33.19%
- 3Y*
- 18.93%
- 5Y*
- 5.18%
- 10Y*
- 11.95%
- ALL TIME*
- 11.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RYIPX vs. RYVPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYIPX Royce International Premier Fund | 1.70% | 9.37% | -7.37% | 7.68% | -27.27% | 5.77% | 15.74% | 34.22% | -12.76% | 39.80% |
RYVPX Royce Smaller-Companies Growth Fund | 18.61% | 19.53% | 21.81% | 16.97% | -32.45% | 6.61% | 49.45% | 23.68% | -10.81% | 17.71% |
Correlation
The correlation between RYIPX and RYVPX is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.56 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.62 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.58 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011 | 0.60 |
The correlation between RYIPX and RYVPX has been stable across timeframes, ranging from 0.54 to 0.61 - a consistent structural relationship.
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Return for Risk
RYIPX vs. RYVPX — Risk / Return Rank
RYIPX
RYVPX
RYIPX vs. RYVPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce International Premier Fund (RYIPX) and Royce Smaller-Companies Growth Fund (RYVPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RYIPX | RYVPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.67 | ||
| Sortino ratioReturn per unit of downside risk | -2.30 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.24 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 2.04 | -2.24 |
| Martin ratioReturn relative to average drawdown | -0.48 | 6.53 | -7.01 |
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Drawdowns
RYIPX vs. RYVPX - Drawdown Comparison
The maximum RYIPX drawdown since its inception was -42.14%, smaller than the maximum RYVPX drawdown of -59.03%. Use the drawdown chart below to compare losses from any high point for RYIPX and RYVPX.
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Drawdown Indicators
| RYIPX | RYVPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.14% | -59.03% | +16.89% |
Max Drawdown (1Y)Largest decline over 1 year | -15.56% | -15.22% | -0.34% |
Max Drawdown (3Y)Largest decline over 3 years | -17.41% | -25.76% | +8.35% |
Max Drawdown (5Y)Largest decline over 5 years | -42.14% | -48.19% | +6.05% |
Max Drawdown (10Y)Largest decline over 10 years | -42.14% | -48.19% | +6.05% |
Current DrawdownCurrent decline from peak | -26.35% | -5.71% | -20.64% |
Average DrawdownAverage peak-to-trough decline | -12.51% | -13.10% | +0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.37% | 4.75% | +1.62% |
Volatility
RYIPX vs. RYVPX - Volatility Comparison
The current volatility for Royce International Premier Fund (RYIPX) is 4.63%, while Royce Smaller-Companies Growth Fund (RYVPX) has a volatility of 6.33%. This indicates that RYIPX experiences smaller price fluctuations and is considered to be less risky than RYVPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYIPX | RYVPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 6.33% | -1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 11.57% | 16.62% | -5.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 21.54% | -7.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.57% | 26.42% | -10.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.08% | 25.00% | -9.92% |
RYIPX vs. RYVPX - Expense Ratio Comparison
RYIPX has a 1.44% expense ratio, which is lower than RYVPX's 1.49% expense ratio.
Dividends
RYIPX vs. RYVPX - Dividend Comparison
RYIPX's dividend yield for the trailing twelve months is around 0.78%, less than RYVPX's 14.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYIPX Royce International Premier Fund | 0.78% | 0.79% | 4.10% | 2.18% | 3.18% | 4.51% | 0.00% | 0.20% | 0.00% | 0.71% | 2.40% | 2.61% |
RYVPX Royce Smaller-Companies Growth Fund | 14.15% | 16.79% | 2.92% | 0.00% | 4.34% | 34.97% | 10.32% | 3.47% | 45.66% | 20.89% | 11.40% | 24.57% |
Frequently Asked Questions
RYIPX and RYVPX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RYVPX has higher volatility (6.33%) compared to RYIPX (4.63%). In terms of maximum drawdown, RYIPX dropped -42.14% vs RYVPX's -59.03%.
RYVPX currently has the higher Sharpe Ratio (1.44 vs -0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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