Go Pro

Royce Small-Cap Trust (RVT) Competitors

Royce Small-Cap Trust logo
$17.76 -0.16 (-0.87%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$17.77 +0.02 (+0.08%)
As of 09/11/2026 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. SNEX, MORN, VCTR, AVAL, and STEP

Should you buy Royce Small-Cap Trust stock or one of its competitors? Royce Small-Cap Trust's main competitors and comparable companies include StoneX Group (SNEX), Morningstar (MORN), Victory Capital (VCTR), Grupo Aval Acciones y Valores (AVAL), and StepStone Group (STEP). 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 StoneX Group?

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

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

In the previous week, StoneX Group had 4 more articles in the media than Royce Small-Cap Trust. MarketBeat recorded 7 mentions for StoneX Group and 3 mentions for Royce Small-Cap Trust. Royce Small-Cap Trust's average media sentiment score of 0.91 beat StoneX Group's score of 0.90 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
StoneX Group
2 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Royce Small-Cap Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

StoneX Group currently has a consensus target price of $112.00, indicating a potential upside of 59.16%. 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
StoneX Group
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.75
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 has a beta of 0.63, suggesting that its share price is 37% less 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.

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
StoneX Group0.33% 20.18% 1.05%
Royce Small-Cap Trust N/A N/A N/A

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
StoneX Group$132.38B0.06$305.90M$4.1916.79
Royce Small-Cap TrustN/AN/AN/AN/AN/A

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 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 contrast the two businesses based on the strength of their institutional ownership, media sentiment, risk, valuation, analyst recommendations, dividends, earnings and profitability.

Royce Small-Cap Trust has a beta of 1.2, suggesting that its stock price is 20% more volatile than the broader market. Comparatively, Morningstar has a beta of 1, suggesting that its stock price has a similar volatility profile to the broader market.

Morningstar has a consensus price target of $227.33, indicating a potential upside of 19.01%. Given Morningstar's stronger consensus rating and higher probable upside, analysts clearly 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

In the previous week, Morningstar had 10 more articles in the media than Royce Small-Cap Trust. MarketBeat recorded 13 mentions for Morningstar and 3 mentions for Royce Small-Cap Trust. Morningstar's average media sentiment score of 1.11 beat Royce Small-Cap Trust's score of 0.91 indicating that Morningstar is being referred to more favorably in the news media.

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

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$2.45B2.93$374.20M$10.5618.09

Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 8.1%. Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.0%. Morningstar pays out 18.9% of its earnings in the form of a dividend. Morningstar has raised its dividend for 16 consecutive years.

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

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%

Summary

Morningstar beats Royce Small-Cap Trust on 12 of the 15 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 better stock? We will compare the two companies based on the strength of their valuation, earnings, dividends, risk, profitability, media sentiment, analyst recommendations and institutional ownership.

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

87.7% of Victory Capital shares are owned by institutional investors. Comparatively, 25.6% of Royce Small-Cap Trust shares are owned by institutional investors. 9.5% of Victory Capital 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 hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Victory Capital has a beta of 1.09, indicating that its share price is 9% 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 pays an annual dividend of $2.00 per share and has a dividend yield of 1.8%. Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 8.1%. 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.

In the previous week, Victory Capital had 4 more articles in the media than Royce Small-Cap Trust. MarketBeat recorded 7 mentions for Victory Capital and 3 mentions for Royce Small-Cap Trust. Royce Small-Cap Trust's average media sentiment score of 0.91 beat Victory Capital's score of 0.71 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
2 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Royce Small-Cap Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Victory Capital presently has a consensus price target of $105.71, indicating a potential downside of 4.16%. Given Victory Capital's stronger consensus rating and higher probable upside, analysts clearly 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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Victory Capital$1.31B5.19$330.06M$5.4420.28
Royce Small-Cap TrustN/AN/AN/AN/AN/A

Summary

Victory Capital beats Royce Small-Cap Trust on 12 of the 16 factors compared between the two stocks.

How does Royce Small-Cap Trust compare to Grupo Aval Acciones y Valores?

Royce Small-Cap Trust (NYSE:RVT) and Grupo Aval Acciones y Valores (NYSE:AVAL) 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, analyst recommendations, risk, profitability, media sentiment, dividends, valuation and earnings.

Grupo Aval Acciones y Valores has a consensus target price of $5.50, indicating a potential upside of 2.44%. Given Grupo Aval Acciones y Valores' stronger consensus rating and higher probable upside, analysts plainly believe Grupo Aval Acciones y Valores 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
Grupo Aval Acciones y Valores
0 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Grupo Aval Acciones y Valores has a net margin of 5.08% compared to Royce Small-Cap Trust's net margin of 0.00%. Grupo Aval Acciones y Valores' return on equity of 6.06% 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
Grupo Aval Acciones y Valores 5.08%6.06%0.60%

Grupo Aval Acciones y Valores 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
Grupo Aval Acciones y Valores$6.76B0.94$344.37M$0.4013.42

Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 8.1%. Grupo Aval Acciones y Valores pays an annual dividend of $0.16 per share and has a dividend yield of 3.0%. Grupo Aval Acciones y Valores pays out 40.0% of its earnings in the form of a dividend.

In the previous week, Royce Small-Cap Trust had 3 more articles in the media than Grupo Aval Acciones y Valores. MarketBeat recorded 3 mentions for Royce Small-Cap Trust and 0 mentions for Grupo Aval Acciones y Valores. Royce Small-Cap Trust's average media sentiment score of 0.91 beat Grupo Aval Acciones y Valores' score of 0.00 indicating that Royce Small-Cap Trust is being referred to more favorably in the media.

Company Overall Sentiment
Royce Small-Cap Trust Positive
Grupo Aval Acciones y Valores Neutral

Royce Small-Cap Trust has a beta of 1.2, suggesting that its stock price is 20% more volatile than the broader market. Comparatively, Grupo Aval Acciones y Valores has a beta of 0.57, suggesting that its stock price is 43% less volatile than the broader market.

25.6% of Royce Small-Cap Trust shares are owned by institutional investors. Comparatively, 0.2% of Grupo Aval Acciones y Valores 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, large money managers and endowments believe a company will outperform the market over the long term.

Summary

Royce Small-Cap Trust beats Grupo Aval Acciones y Valores on 7 of the 13 factors compared between the two stocks.

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

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

Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 8.1%. StepStone Group pays an annual dividend of $1.32 per share and has a dividend yield of 2.7%. StepStone Group pays out -17.1% of its earnings in the form of a dividend. StepStone Group has increased its dividend for 3 consecutive years.

In the previous week, StepStone Group had 8 more articles in the media than Royce Small-Cap Trust. MarketBeat recorded 11 mentions for StepStone Group and 3 mentions for Royce Small-Cap Trust. StepStone Group's average media sentiment score of 1.11 beat Royce Small-Cap Trust's score of 0.91 indicating that StepStone Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Royce Small-Cap Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
StepStone Group
5 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

25.6% of Royce Small-Cap Trust shares are owned by institutional investors. Comparatively, 55.5% of StepStone Group shares are owned by institutional investors. 0.1% of Royce Small-Cap Trust shares are owned by insiders. Comparatively, 15.7% of StepStone Group shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap TrustN/AN/AN/AN/AN/A
StepStone Group$1.99B2.93-$535.81M-$7.72N/A

Royce Small-Cap Trust has a beta of 1.2, suggesting that its stock price is 20% more volatile than the broader market. Comparatively, StepStone Group has a beta of 1.29, suggesting that its stock price is 29% more volatile than the broader market.

StepStone Group has a consensus target price of $70.56, suggesting a potential upside of 44.23%. Given StepStone Group's stronger consensus rating and higher possible upside, analysts clearly believe StepStone 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
StepStone Group
1 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.64

Royce Small-Cap Trust has a net margin of 0.00% compared to StepStone Group's net margin of -30.53%. StepStone Group's return on equity of 43.38% 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
StepStone Group -30.53%43.38%4.40%

Summary

StepStone Group beats Royce Small-Cap Trust on 13 of the 15 factors compared between the two stocks.

Get Royce Small-Cap Trust News Delivered to You Automatically

Sign up to receive the latest news and ratings for RVT and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

RVT vs. The Competition

MetricRoyce Small-Cap TrustCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$2.21B$5.52B$13.80B$23.39B
Dividend Yield8.10%7.47%5.94%3.56%
P/E RatioN/A28.7023.9124.75
Price / SalesN/A1,232.66509.4821.22
Price / CashN/A47.9240.4534.17
Price / BookN/A3.532.754.74
Net IncomeN/A$418.04M$1.32B$1.07B
7 Day Performance-3.92%-1.39%-1.17%-2.00%
1 Month Performance-5.61%-1.45%0.25%-2.69%
1 Year Performance10.09%4.83%9.27%10.45%

Royce Small-Cap Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RVT
Royce Small-Cap Trust
N/A$17.76
-0.9%
N/A+7.5%$2.21BN/AN/A50
SNEX
StoneX Group
4.4702 of 5 stars
$65.94
-2.8%
$112.00
+69.8%
+7.2%$7.95B$157.71B15.735,400
MORN
Morningstar
4.3071 of 5 stars
$208.16
-0.8%
$227.33
+9.2%
-25.7%$7.81B$2.45B19.7110,973
VCTR
Victory Capital
4.129 of 5 stars
$111.41
-1.5%
$105.71
-5.1%
+56.0%$6.86B$1.56B20.50510
AVAL
Grupo Aval Acciones y Valores
2.2643 of 5 stars
$5.32
+1.5%
$5.50
+3.5%
+58.6%$6.31B$6.76B13.2967,585

Related Companies and Tools


This page (NYSE:RVT) was last updated on 9/12/2026 by MarketBeat.com Staff.
From Our Partners