Royce Small-Cap Trust (RVT) Competitors

Royce Small-Cap Trust logo
$17.90 -0.17 (-0.94%)
As of 03:57 PM Eastern

RVT vs. OBDC, DNP, ADX, FSK, and PTY

Should you buy Royce Small-Cap Trust stock or one of its competitors? MarketBeat compares Royce Small-Cap Trust with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Royce Small-Cap Trust include Blue Owl Capital (OBDC), DNP Select Income Fund (DNP), Adams Diversified Equity Fund (ADX), FS KKR Capital (FSK), and Pimco Corporate & Income Opportunity Fund (PTY). These companies are all part of the "financial services" industry.

How does Royce Small-Cap Trust compare to Blue Owl Capital?

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

Blue Owl Capital presently has a consensus target price of $13.00, suggesting a potential upside of 20.37%. Given Blue Owl Capital's stronger consensus rating and higher probable upside, analysts plainly believe Blue Owl Capital is more favorable than Royce Small-Cap Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)
4 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

Blue Owl Capital has a net margin of 20.21% compared to Royce Small-Cap Trust's net margin of 0.00%. Blue Owl Capital's return on equity of 9.76% beat Royce Small-Cap Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Blue Owl Capital20.21% 9.76% 4.27%
Royce Small-Cap Trust N/A N/A N/A

In the previous week, Blue Owl Capital's average media sentiment score of 1.71 beat Royce Small-Cap Trust's score of 0.00 indicating that Blue Owl Capital is being referred to more favorably in the media.

Company Overall Sentiment
Blue Owl Capital Very Positive
Royce Small-Cap Trust Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blue Owl Capital$1.85B2.90$800.36M$0.7015.43
Royce Small-Cap Trust$88.69M24.15N/AN/AN/A

Blue Owl Capital has a beta of 0.62, meaning that its share price is 38% less volatile than the broader market. Comparatively, Royce Small-Cap Trust has a beta of 1.2, meaning that its share price is 20% more volatile than the broader market.

Blue Owl Capital pays an annual dividend of $1.48 per share and has a dividend yield of 13.7%. Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 8.0%. Blue Owl Capital pays out 211.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Blue Owl Capital has raised its dividend for 2 consecutive years. Blue Owl Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

42.8% of Blue Owl Capital shares are owned by institutional investors. Comparatively, 25.6% of Royce Small-Cap Trust shares are owned by institutional investors. 0.1% of Blue Owl Capital shares are owned by insiders. Comparatively, 0.1% of Royce Small-Cap Trust 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.

Summary

Blue Owl Capital beats Royce Small-Cap Trust on 13 of the 16 factors compared between the two stocks.

How does Royce Small-Cap Trust compare to DNP Select Income Fund?

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap Trust$88.69M24.15N/AN/AN/A
DNP Select Income FundN/AN/AN/AN/AN/A

Royce Small-Cap Trust has a beta of 1.2, suggesting that its share price is 20% more volatile than the broader market. Comparatively, DNP Select Income Fund has a beta of 0.35, suggesting that its share price is 65% less volatile than the broader market.

Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 8.0%. DNP Select Income Fund pays an annual dividend of $0.78 per share and has a dividend yield of 7.2%.

25.6% of Royce Small-Cap Trust shares are held by institutional investors. Comparatively, 8.5% of DNP Select Income Fund shares are held by institutional investors. 0.1% of Royce Small-Cap Trust shares are held by insiders. Comparatively, 0.0% of DNP Select Income Fund shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Company Net Margins Return on Equity Return on Assets
Royce Small-Cap TrustN/A N/A N/A
DNP Select Income Fund N/A N/A N/A

In the previous week, DNP Select Income Fund had 1 more articles in the media than Royce Small-Cap Trust. MarketBeat recorded 1 mentions for DNP Select Income Fund and 0 mentions for Royce Small-Cap Trust. DNP Select Income Fund's average media sentiment score of 0.75 beat Royce Small-Cap Trust's score of 0.00 indicating that DNP Select Income Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Royce Small-Cap Trust Neutral
DNP Select Income Fund Positive

Summary

Royce Small-Cap Trust beats DNP Select Income Fund on 5 of the 7 factors compared between the two stocks.

How does Royce Small-Cap Trust compare to Adams Diversified Equity Fund?

Royce Small-Cap Trust (NYSE:RVT) and Adams Diversified Equity Fund (NYSE:ADX) 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, risk, earnings, profitability, institutional ownership, dividends, analyst recommendations and valuation.

25.6% of Royce Small-Cap Trust shares are owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 0.1% of Royce Small-Cap Trust shares are owned by company insiders. Comparatively, 0.1% of Adams Diversified Equity Fund shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

In the previous week, Royce Small-Cap Trust's average media sentiment score of 0.00 equaled Adams Diversified Equity Fund'saverage media sentiment score.

Company Overall Sentiment
Royce Small-Cap Trust Neutral
Adams Diversified Equity Fund Neutral

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap Trust$88.69M24.15N/AN/AN/A
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Royce Small-Cap Trust has a beta of 1.2, meaning that its stock price is 20% more volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.02, meaning that its stock price is 2% more volatile than the broader market.

Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 8.0%. Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.5%.

Company Net Margins Return on Equity Return on Assets
Royce Small-Cap TrustN/A N/A N/A
Adams Diversified Equity Fund N/A N/A N/A

Summary

Royce Small-Cap Trust beats Adams Diversified Equity Fund on 3 of the 5 factors compared between the two stocks.

How does Royce Small-Cap Trust compare to FS KKR Capital?

FS KKR Capital (NYSE:FSK) 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 analyst recommendations, institutional ownership, media sentiment, earnings, dividends, profitability, valuation and risk.

FS KKR Capital currently has a consensus price target of $10.58, indicating a potential upside of 3.45%. Given FS KKR Capital's stronger consensus rating and higher possible upside, equities analysts plainly believe FS KKR Capital is more favorable than Royce Small-Cap Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
FS KKR Capital
1 Sell rating(s)
7 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.88
Royce Small-Cap Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

FS KKR Capital has a beta of 0.83, suggesting that its stock price is 17% less volatile than the broader market. Comparatively, Royce Small-Cap Trust has a beta of 1.2, suggesting that its stock price is 20% more volatile than the broader market.

Royce Small-Cap Trust has a net margin of 0.00% compared to FS KKR Capital's net margin of -38.65%. FS KKR Capital's return on equity of 4.34% beat Royce Small-Cap Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
FS KKR Capital-38.65% 4.34% 1.85%
Royce Small-Cap Trust N/A N/A N/A

In the previous week, FS KKR Capital had 23 more articles in the media than Royce Small-Cap Trust. MarketBeat recorded 23 mentions for FS KKR Capital and 0 mentions for Royce Small-Cap Trust. FS KKR Capital's average media sentiment score of 0.26 beat Royce Small-Cap Trust's score of 0.00 indicating that FS KKR Capital is being referred to more favorably in the media.

Company Overall Sentiment
FS KKR Capital Neutral
Royce Small-Cap Trust Neutral

FS KKR Capital has higher earnings, but lower revenue than Royce Small-Cap Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
FS KKR Capital-$448M-6.40$11M-$1.97N/A
Royce Small-Cap Trust$88.69M24.15N/AN/AN/A

36.3% of FS KKR Capital shares are held by institutional investors. Comparatively, 25.6% of Royce Small-Cap Trust shares are held by institutional investors. 0.2% of FS KKR Capital shares are held by insiders. Comparatively, 0.1% of Royce Small-Cap Trust shares are held by 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.

FS KKR Capital pays an annual dividend of $1.68 per share and has a dividend yield of 16.4%. Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 8.0%. FS KKR Capital pays out -85.3% of its earnings in the form of a dividend.

Summary

FS KKR Capital beats Royce Small-Cap Trust on 10 of the 14 factors compared between the two stocks.

How does Royce Small-Cap Trust compare to Pimco Corporate & Income Opportunity Fund?

Royce Small-Cap Trust (NYSE:RVT) and Pimco Corporate & Income Opportunity Fund (NYSE:PTY) are both mid-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, profitability, earnings, valuation, institutional ownership, analyst recommendations, dividends and risk.

25.6% of Royce Small-Cap Trust shares are owned by institutional investors. Comparatively, 10.3% of Pimco Corporate & Income Opportunity Fund shares are owned by institutional investors. 0.1% of Royce Small-Cap Trust 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap Trust$88.69M24.15N/AN/AN/A
Pimco Corporate & Income Opportunity FundN/AN/AN/AN/AN/A

Royce Small-Cap Trust has a beta of 1.2, suggesting that its share price is 20% more volatile than the broader market. Comparatively, Pimco Corporate & Income Opportunity Fund has a beta of 0.82, suggesting that its share price is 18% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
Royce Small-Cap TrustN/A N/A N/A
Pimco Corporate & Income Opportunity Fund N/A N/A N/A

In the previous week, Pimco Corporate & Income Opportunity Fund's average media sentiment score of 1.17 beat Royce Small-Cap Trust's score of 0.00 indicating that Pimco Corporate & Income Opportunity Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Royce Small-Cap Trust Neutral
Pimco Corporate & Income Opportunity Fund Positive

Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 8.0%. Pimco Corporate & Income Opportunity Fund pays an annual dividend of $1.43 per share and has a dividend yield of 12.2%.

Summary

Royce Small-Cap Trust beats Pimco Corporate & Income Opportunity Fund on 4 of the 6 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 TrustFIN IndustryFinance SectorNYSE Exchange
Market Cap$2.14B$4.70B$13.94B$23.13B
Dividend Yield8.03%6.82%5.75%4.06%
P/E RatioN/A0.0220.2231.09
Price / Sales24.1522.32139.7120.82
Price / CashN/A4.8019.5418.65
Price / BookN/A3.132.254.66
Net IncomeN/A$388.27M$1.14B$1.07B
7 Day Performance-0.22%-0.48%-0.24%-1.06%
1 Month Performance-2.19%0.10%1.11%0.17%
1 Year Performance21.77%13.00%15.46%24.36%

Royce Small-Cap Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RVT
Royce Small-Cap Trust
N/A$17.90
-0.9%
N/A+24.6%$2.14B$88.69MN/A50
OBDC
Blue Owl Capital
4.5143 of 5 stars
$11.11
+0.2%
$13.00
+17.1%
-25.3%$5.50B$1.85B15.86N/A
DNP
DNP Select Income Fund
N/A$10.79
+0.6%
N/A+11.3%$4.04BN/AN/A590
ADX
Adams Diversified Equity Fund
N/A$25.28
-0.5%
N/A+21.1%$3.11BN/AN/A30
FSK
FS KKR Capital
1.6899 of 5 stars
$10.81
-1.1%
$10.58
-2.1%
-50.7%$3.06B$1.52BN/AN/A

Related Companies and Tools


This page (NYSE:RVT) was last updated on 6/23/2026 by MarketBeat.com Staff.
From Our Partners