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Royce Small-Cap Trust (RVT) Competitors

Royce Small-Cap Trust logo
$17.26 +0.17 (+0.97%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$17.27 +0.01 (+0.08%)
As of 10/2/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

RVT vs. VIRT, SNEX, MORN, VCTR, and BLSH

Should you buy Royce Small-Cap Trust stock or one of its competitors? Royce Small-Cap Trust's main competitors and comparable companies include Virtu Financial (VIRT), StoneX Group (SNEX), Morningstar (MORN), Victory Capital (VCTR), and Bullish (BLSH). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Royce Small-Cap Trust compare to Virtu Financial?

Virtu Financial (NYSE:VIRT) and Royce Small-Cap Trust (NYSE:RVT) are both mid-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, risk, media sentiment, valuation, profitability, analyst recommendations, earnings and dividends.

45.8% of Virtu Financial shares are held by institutional investors. Comparatively, 25.6% of Royce Small-Cap Trust shares are held by institutional investors. 46.8% of Virtu Financial shares are held by company insiders. Comparatively, 0.1% of Royce Small-Cap Trust shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Virtu Financial has higher revenue and earnings than Royce Small-Cap Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Virtu Financial$3.63B2.50$468.36M$6.029.74
Royce Small-Cap Trust$88.69M24.18N/AN/AN/A

Virtu Financial presently has a consensus price target of $58.80, suggesting a potential upside of 0.33%. Given Virtu Financial's stronger consensus rating and higher possible upside, equities analysts plainly believe Virtu Financial is more favorable than Royce Small-Cap Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Virtu Financial
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29
Royce Small-Cap Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Virtu Financial has a net margin of 13.50% compared to Royce Small-Cap Trust's net margin of 0.00%. Virtu Financial's return on equity of 49.06% beat Royce Small-Cap Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Virtu Financial13.50% 49.06% 4.28%
Royce Small-Cap Trust N/A N/A N/A

In the previous week, Virtu Financial had 13 more articles in the media than Royce Small-Cap Trust. MarketBeat recorded 19 mentions for Virtu Financial and 6 mentions for Royce Small-Cap Trust. Royce Small-Cap Trust's average media sentiment score of 1.28 beat Virtu Financial's score of 0.00 indicating that Royce Small-Cap Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Virtu Financial
2 Very Positive mention(s)
5 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Royce Small-Cap Trust
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Virtu Financial pays an annual dividend of $0.96 per share and has a dividend yield of 1.6%. Royce Small-Cap Trust pays an annual dividend of $1.48 per share and has a dividend yield of 8.6%. Virtu Financial pays out 15.9% of its earnings in the form of a dividend.

Virtu Financial has a beta of 0.65, meaning that its share price is 35% less volatile than the broader market. Comparatively, Royce Small-Cap Trust has a beta of 1.22, meaning that its share price is 22% more volatile than the broader market.

Summary

Virtu Financial beats Royce Small-Cap Trust on 10 of the 15 factors compared between the two stocks.

How does Royce Small-Cap Trust compare to StoneX Group?

Royce Small-Cap Trust (NYSE:RVT) and StoneX Group (NASDAQ:SNEX) are both mid-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, earnings, institutional ownership, analyst recommendations, valuation, profitability, risk and media sentiment.

Royce Small-Cap Trust has a beta of 1.22, indicating that its share price is 22% more volatile than the broader market. Comparatively, StoneX Group has a beta of 0.62, indicating that its share price is 38% less volatile than the broader market.

25.6% of Royce Small-Cap Trust shares are held by institutional investors. Comparatively, 75.9% of StoneX Group shares are held by institutional investors. 0.1% of Royce Small-Cap Trust shares are held by company insiders. Comparatively, 11.8% of StoneX Group shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

In the previous week, StoneX Group had 6 more articles in the media than Royce Small-Cap Trust. MarketBeat recorded 12 mentions for StoneX Group and 6 mentions for Royce Small-Cap Trust. Royce Small-Cap Trust's average media sentiment score of 1.28 beat StoneX Group's score of 0.39 indicating that Royce Small-Cap Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Royce Small-Cap Trust
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
StoneX Group
3 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

StoneX Group has a net margin of 0.33% compared to Royce Small-Cap Trust's net margin of 0.00%. StoneX Group's return on equity of 20.18% beat Royce Small-Cap Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Royce Small-Cap TrustN/A N/A N/A
StoneX Group 0.33%20.18%1.05%

StoneX Group has higher revenue and earnings than Royce Small-Cap Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap Trust$88.69M24.18N/AN/AN/A
StoneX Group$132.38B0.06$305.90M$4.1915.71

StoneX Group has a consensus price target of $112.00, indicating a potential upside of 70.19%. Given StoneX Group's stronger consensus rating and higher possible upside, analysts plainly believe StoneX Group is more favorable than Royce Small-Cap Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Royce Small-Cap Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
StoneX Group
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.75

Summary

StoneX Group beats Royce Small-Cap Trust on 11 of the 14 factors compared between the two stocks.

How does Royce Small-Cap Trust compare to Morningstar?

Morningstar (NASDAQ:MORN) and Royce Small-Cap Trust (NYSE:RVT) are both mid-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their risk, valuation, institutional ownership, earnings, media sentiment, dividends, profitability and analyst recommendations.

Morningstar has a net margin of 16.43% compared to Royce Small-Cap Trust's net margin of 0.00%. Morningstar's return on equity of 38.57% beat Royce Small-Cap Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar16.43% 38.57% 12.22%
Royce Small-Cap Trust N/A N/A N/A

Morningstar has a beta of 1.02, meaning that its stock price is 2% more volatile than the broader market. Comparatively, Royce Small-Cap Trust has a beta of 1.22, meaning that its stock price is 22% more volatile than the broader market.

Morningstar has higher revenue and earnings than Royce Small-Cap Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morningstar$2.45B2.82$374.20M$10.5617.38
Royce Small-Cap Trust$88.69M24.18N/AN/AN/A

Morningstar presently has a consensus price target of $227.33, indicating a potential upside of 23.85%. Given Morningstar's stronger consensus rating and higher probable upside, research analysts clearly believe Morningstar is more favorable than Royce Small-Cap Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
Royce Small-Cap Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

57.0% of Morningstar shares are owned by institutional investors. Comparatively, 25.6% of Royce Small-Cap Trust shares are owned by institutional investors. 38.8% of Morningstar shares are owned by company insiders. Comparatively, 0.1% of Royce Small-Cap Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Morningstar had 10 more articles in the media than Royce Small-Cap Trust. MarketBeat recorded 16 mentions for Morningstar and 6 mentions for Royce Small-Cap Trust. Royce Small-Cap Trust's average media sentiment score of 1.28 beat Morningstar's score of 0.40 indicating that Royce Small-Cap Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morningstar
2 Very Positive mention(s)
3 Positive mention(s)
11 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Royce Small-Cap Trust
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.1%. Royce Small-Cap Trust pays an annual dividend of $1.48 per share and has a dividend yield of 8.6%. Morningstar pays out 18.9% of its earnings in the form of a dividend. Morningstar has raised its dividend for 16 consecutive years.

Summary

Morningstar beats Royce Small-Cap Trust on 11 of the 16 factors compared between the two stocks.

How does Royce Small-Cap Trust compare to Victory Capital?

Royce Small-Cap Trust (NYSE:RVT) and Victory Capital (NASDAQ:VCTR) are both mid-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, earnings, media sentiment, valuation, profitability, dividends, risk and analyst recommendations.

Royce Small-Cap Trust has a beta of 1.22, indicating that its stock price is 22% more volatile than the broader market. Comparatively, Victory Capital has a beta of 1.12, indicating that its stock price is 12% more volatile than the broader market.

25.6% of Royce Small-Cap Trust shares are owned by institutional investors. Comparatively, 87.7% of Victory Capital shares are owned by institutional investors. 0.1% of Royce Small-Cap Trust shares are owned by insiders. Comparatively, 9.5% of Victory Capital shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Victory Capital has higher revenue and earnings than Royce Small-Cap Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap Trust$88.69M24.18N/AN/AN/A
Victory Capital$1.31B5.33$330.06M$5.4420.81

Victory Capital has a consensus price target of $113.33, indicating a potential upside of 0.09%. Given Victory Capital's stronger consensus rating and higher possible upside, analysts plainly believe Victory Capital is more favorable than Royce Small-Cap Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Royce Small-Cap Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Victory Capital
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29

In the previous week, Royce Small-Cap Trust had 5 more articles in the media than Victory Capital. MarketBeat recorded 6 mentions for Royce Small-Cap Trust and 1 mentions for Victory Capital. Victory Capital's average media sentiment score of 1.88 beat Royce Small-Cap Trust's score of 1.28 indicating that Victory Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Royce Small-Cap Trust
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Victory Capital
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Victory Capital has a net margin of 29.57% compared to Royce Small-Cap Trust's net margin of 0.00%. Victory Capital's return on equity of 24.17% beat Royce Small-Cap Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Royce Small-Cap TrustN/A N/A N/A
Victory Capital 29.57%24.17%13.77%

Royce Small-Cap Trust pays an annual dividend of $1.48 per share and has a dividend yield of 8.6%. Victory Capital pays an annual dividend of $2.00 per share and has a dividend yield of 1.8%. Victory Capital pays out 36.8% of its earnings in the form of a dividend. Victory Capital has raised its dividend for 6 consecutive years.

Summary

Victory Capital beats Royce Small-Cap Trust on 11 of the 16 factors compared between the two stocks.

How does Royce Small-Cap Trust compare to Bullish?

Royce Small-Cap Trust (NYSE:RVT) and Bullish (NYSE:BLSH) are both mid-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their profitability, risk, institutional ownership, valuation, media sentiment, earnings, analyst recommendations and dividends.

In the previous week, Bullish had 29 more articles in the media than Royce Small-Cap Trust. MarketBeat recorded 35 mentions for Bullish and 6 mentions for Royce Small-Cap Trust. Royce Small-Cap Trust's average media sentiment score of 1.28 beat Bullish's score of 0.24 indicating that Royce Small-Cap Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Royce Small-Cap Trust
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Bullish
5 Very Positive mention(s)
10 Positive mention(s)
12 Neutral mention(s)
7 Negative mention(s)
0 Very Negative mention(s)
Neutral

Royce Small-Cap Trust has higher earnings, but lower revenue than Bullish.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap Trust$88.69M24.18N/AN/AN/A
Bullish$288.45M17.87-$764.68M-$9.26N/A

Bullish has a consensus price target of $44.64, indicating a potential upside of 30.61%. Given Bullish's stronger consensus rating and higher probable upside, analysts plainly believe Bullish is more favorable than Royce Small-Cap Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Royce Small-Cap Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Bullish
1 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.33

Royce Small-Cap Trust has a net margin of 0.00% compared to Bullish's net margin of -389.38%. Bullish's return on equity of 2.48% beat Royce Small-Cap Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Royce Small-Cap TrustN/A N/A N/A
Bullish -389.38%2.48%2.06%

25.6% of Royce Small-Cap Trust shares are held by institutional investors. 0.1% of Royce Small-Cap Trust shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Royce Small-Cap Trust has a beta of 1.22, meaning that its share price is 22% more volatile than the broader market. Comparatively, Bullish has a beta of 0.7, meaning that its share price is 30% less volatile than the broader market.

Summary

Bullish beats Royce Small-Cap Trust on 7 of the 13 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding RVT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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RVT vs. The Competition

MetricRoyce Small-Cap TrustCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$2.12B$5.18B$13.42B$22.65B
Dividend Yield8.64%7.56%6.03%3.72%
P/E RatioN/A29.4024.4927.75
Price / Sales24.181,193.79498.7923.33
Price / CashN/A47.7746.4538.88
Price / BookN/A3.492.704.64
Net IncomeN/A$417.69M$1.32B$1.08B
7 Day Performance-0.32%-0.71%-1.04%-1.06%
1 Month Performance-6.52%4.84%0.37%-5.50%
1 Year Performance5.67%11.38%11.52%5.13%

Royce Small-Cap Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RVT
Royce Small-Cap Trust
N/A$17.26
+1.0%
N/A+6.1%$2.12B$88.69MN/A50
VIRT
Virtu Financial
3.6488 of 5 stars
$53.40
-2.0%
$58.80
+10.1%
+71.2%$8.29B$3.63B8.871,027
SNEX
StoneX Group
4.0256 of 5 stars
$67.92
-2.0%
$112.00
+64.9%
-3.9%$8.22B$132.38B16.265,400
MORN
Morningstar
3.7688 of 5 stars
$200.19
+2.5%
$227.33
+13.6%
-18.9%$7.51B$2.45B18.9710,973
VCTR
Victory Capital
4.3854 of 5 stars
$107.07
+2.0%
$105.71
-1.3%
+76.8%$6.58B$1.31B19.68699

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This page (NYSE:RVT) was last updated on 10/3/2026 by MarketBeat.com Staff.
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