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Royce Small-Cap Trust (RVT) Competitors

Royce Small-Cap Trust logo
$18.70 +0.15 (+0.81%)
As of 08/21/2026 03:58 PM Eastern

RVT vs. XP, GLXY, MORN, SNEX, and VCTR

Should you buy Royce Small-Cap Trust stock or one of its competitors? Royce Small-Cap Trust's main competitors and comparable companies include XP (XP), Galaxy Digital (GLXY), Morningstar (MORN), StoneX Group (SNEX), and Victory Capital (VCTR). 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 XP?

XP (NASDAQ:XP) 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 analyst recommendations, profitability, media sentiment, institutional ownership, risk, dividends, valuation and earnings.

XP pays an annual dividend of $0.40 per share and has a dividend yield of 2.4%. Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 7.7%. XP pays out 20.9% of its earnings in the form of a dividend.

XP has a beta of 1.1, suggesting that its share price is 10% more volatile than the broader market. Comparatively, Royce Small-Cap Trust has a beta of 1.2, suggesting that its share price is 20% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
XP$3.30B2.74$925.91M$1.918.80
Royce Small-Cap TrustN/AN/AN/AN/AN/A

In the previous week, XP had 12 more articles in the media than Royce Small-Cap Trust. MarketBeat recorded 16 mentions for XP and 4 mentions for Royce Small-Cap Trust. Royce Small-Cap Trust's average media sentiment score of 1.74 beat XP's score of 1.07 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
XP
8 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Royce Small-Cap Trust
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

XP currently has a consensus target price of $23.33, suggesting a potential upside of 38.81%. Given XP's stronger consensus rating and higher probable upside, analysts plainly believe XP is more favorable than Royce Small-Cap Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
XP
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60
Royce Small-Cap Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

XP has a net margin of 27.20% compared to Royce Small-Cap Trust's net margin of 0.00%. XP's return on equity of 22.19% beat Royce Small-Cap Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
XP27.20% 22.19% 1.33%
Royce Small-Cap Trust N/A N/A N/A

59.2% of XP shares are owned by institutional investors. Comparatively, 25.6% of Royce Small-Cap Trust shares are owned by institutional investors. 0.1% of Royce Small-Cap Trust shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

XP beats Royce Small-Cap Trust on 9 of the 14 factors compared between the two stocks.

How does Royce Small-Cap Trust compare to Galaxy Digital?

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

In the previous week, Royce Small-Cap Trust had 1 more articles in the media than Galaxy Digital. MarketBeat recorded 4 mentions for Royce Small-Cap Trust and 3 mentions for Galaxy Digital. Royce Small-Cap Trust's average media sentiment score of 1.74 beat Galaxy Digital's score of 0.76 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Galaxy Digital
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Royce Small-Cap Trust has a beta of 1.2, indicating that its share price is 20% more volatile than the broader market. Comparatively, Galaxy Digital has a beta of 5.06, indicating that its share price is 406% more volatile than the broader market.

Royce Small-Cap Trust has a net margin of 0.00% compared to Galaxy Digital's net margin of -0.75%. Royce Small-Cap Trust's return on equity of 0.00% beat Galaxy Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Royce Small-Cap TrustN/A N/A N/A
Galaxy Digital -0.75%-6.25%-1.67%

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. Comparatively, 51.5% of Galaxy Digital shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Galaxy Digital has a consensus price target of $38.67, indicating a potential upside of 63.56%. Given Galaxy Digital's stronger consensus rating and higher probable upside, analysts clearly believe Galaxy Digital 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
Galaxy Digital
2 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.57

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap TrustN/AN/AN/AN/AN/A
Galaxy Digital$61.36B0.15-$241.35M-$0.65N/A

Summary

Royce Small-Cap Trust and Galaxy Digital tied by winning 6 of the 12 factors compared between the two stocks.

How does Royce Small-Cap Trust compare to Morningstar?

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

Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 7.7%. Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 0.9%. Morningstar pays out 18.9% of its earnings in the form of a dividend. Morningstar has increased its dividend for 16 consecutive years.

In the previous week, Morningstar had 19 more articles in the media than Royce Small-Cap Trust. MarketBeat recorded 23 mentions for Morningstar and 4 mentions for Royce Small-Cap Trust. Royce Small-Cap Trust's average media sentiment score of 1.74 beat Morningstar's score of 0.46 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Morningstar
12 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Neutral

Royce Small-Cap Trust has a beta of 1.2, meaning that its share price is 20% more volatile than the broader market. Comparatively, Morningstar has a beta of 0.99, meaning that its share price is 1% less 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
Royce Small-Cap TrustN/AN/AN/AN/AN/A
Morningstar$2.45B3.31$374.20M$10.5620.45

25.6% of Royce Small-Cap Trust shares are held by institutional investors. Comparatively, 57.0% of Morningstar shares are held by institutional investors. 0.1% of Royce Small-Cap Trust shares are held by insiders. Comparatively, 38.8% of Morningstar shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

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
Royce Small-Cap TrustN/A N/A N/A
Morningstar 16.43%38.57%12.22%

Morningstar has a consensus target price of $227.33, indicating a potential upside of 5.26%. Given Morningstar's stronger consensus rating and higher possible upside, analysts plainly believe Morningstar 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
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

Summary

Morningstar beats Royce Small-Cap Trust on 11 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 superior stock? We will compare the two businesses based on the strength of their media sentiment, institutional ownership, profitability, dividends, earnings, analyst recommendations, valuation and risk.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap TrustN/AN/AN/AN/AN/A
StoneX Group$132.38B0.06$305.90M$4.1916.34

StoneX Group has a consensus price target of $112.00, indicating a potential upside of 63.58%. Given StoneX Group's stronger consensus rating and higher possible upside, analysts clearly 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)
1 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
3.00

In the previous week, StoneX Group had 6 more articles in the media than Royce Small-Cap Trust. MarketBeat recorded 10 mentions for StoneX Group and 4 mentions for Royce Small-Cap Trust. Royce Small-Cap Trust's average media sentiment score of 1.74 beat StoneX Group's score of 0.63 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
StoneX Group
4 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Royce Small-Cap Trust has a beta of 1.2, suggesting that its share price is 20% more volatile than the broader market. Comparatively, StoneX Group has a beta of 0.66, suggesting that its share price is 34% less volatile than the broader market.

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%

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

Summary

StoneX Group beats Royce Small-Cap Trust on 11 of the 13 factors compared between the two stocks.

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

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

Victory Capital pays an annual dividend of $2.00 per share and has a dividend yield of 1.7%. Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 7.7%. 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.

87.7% of Victory Capital shares are held by institutional investors. Comparatively, 25.6% of Royce Small-Cap Trust shares are held by institutional investors. 9.5% of Victory Capital 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, large money managers and hedge funds believe a stock will outperform the market over the long term.

Victory Capital has a beta of 1.08, indicating that its share price is 8% more volatile than the broader market. Comparatively, Royce Small-Cap Trust has a beta of 1.2, indicating that its share price is 20% more volatile than the broader market.

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
Victory Capital29.57% 24.17% 13.77%
Royce Small-Cap Trust N/A N/A N/A

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Victory Capital$1.31B5.45$330.06M$5.4421.26
Royce Small-Cap TrustN/AN/AN/AN/AN/A

Victory Capital currently has a consensus target price of $101.00, indicating a potential downside of 12.65%. Given Victory Capital's stronger consensus rating and higher probable upside, equities 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
Victory Capital
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.63
Royce Small-Cap Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Royce Small-Cap Trust had 2 more articles in the media than Victory Capital. MarketBeat recorded 4 mentions for Royce Small-Cap Trust and 2 mentions for Victory Capital. Royce Small-Cap Trust's average media sentiment score of 1.74 beat Victory Capital's score of 0.54 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
Victory Capital
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Royce Small-Cap Trust
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Summary

Victory Capital beats Royce Small-Cap Trust on 11 of the 16 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$2.32B$5.66B$13.63B$24.30B
Dividend Yield7.70%7.38%5.89%3.70%
P/E RatioN/A39.0929.6130.31
Price / SalesN/A1,235.25516.5719.89
Price / CashN/A48.3138.1932.49
Price / BookN/A2.132.186.77
Net IncomeN/A$416.48M$1.31B$1.07B
7 Day Performance-1.60%-0.25%-0.30%-0.65%
1 Month Performance4.06%2.06%2.37%3.38%
1 Year Performance17.46%5.71%9.68%14.90%

Royce Small-Cap Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RVT
Royce Small-Cap Trust
N/A$18.70
+0.8%
N/A+17.5%$2.32BN/AN/A50
XP
XP
4.842 of 5 stars
$16.48
+4.0%
$23.33
+41.6%
+1.6%$8.88B$3.30B8.658,069
GLXY
Galaxy Digital
3.6447 of 5 stars
$22.28
+9.0%
$38.83
+74.3%
-7.5%$8.69B$43.76BN/A528
MORN
Morningstar
3.1652 of 5 stars
$216.46
+3.7%
$227.33
+5.0%
-18.1%$8.11B$2.45B20.4810,973
SNEX
StoneX Group
4.0712 of 5 stars
$66.90
+0.8%
$112.00
+67.4%
+3.9%$8.07B$132.38B15.975,400

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This page (NYSE:RVT) was last updated on 8/23/2026 by MarketBeat.com Staff.
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