Royce Small-Cap Trust (RVT) Competitors

Royce Small-Cap Trust logo
$17.91 -0.16 (-0.89%)
As of 03:22 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?

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

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

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 news media.

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

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap Trust$88.69M24.16N/AN/AN/A
Blue Owl Capital$1.85B2.89$800.36M$0.7015.40

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 an annual dividend of $1.48 per share and has a dividend yield of 13.7%. 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 increased 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.

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
Royce Small-Cap TrustN/A N/A N/A
Blue Owl Capital 20.21%9.76%4.27%

Blue Owl Capital has a consensus price target of $13.00, suggesting a potential upside of 20.59%. 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
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
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75

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?

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

DNP Select Income Fund pays an annual dividend of $0.78 per share and has a dividend yield of 7.2%. 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 has a beta of 0.35, meaning that its stock price is 65% less volatile than the broader market. Comparatively, Royce Small-Cap Trust has a beta of 1.2, meaning that its stock price is 20% more volatile than the broader market.

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 media.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
DNP Select Income FundN/AN/AN/AN/AN/A
Royce Small-Cap Trust$88.69M24.16N/AN/AN/A

8.5% of DNP Select Income Fund shares are held by institutional investors. Comparatively, 25.6% of Royce Small-Cap Trust shares are held by institutional investors. 0.0% of DNP Select Income Fund 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 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
DNP Select Income FundN/A N/A N/A
Royce Small-Cap Trust N/A N/A N/A

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?

Adams Diversified Equity Fund (NYSE:ADX) 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, analyst recommendations, media sentiment, earnings, dividends, profitability, valuation and risk.

Adams Diversified Equity Fund has a beta of 1.02, suggesting that its stock price is 2% more 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.

28.4% of Adams Diversified Equity Fund shares are held by institutional investors. Comparatively, 25.6% of Royce Small-Cap Trust shares are held by institutional investors. 0.1% of Adams Diversified Equity Fund 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 hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity FundN/AN/AN/AN/AN/A
Royce Small-Cap Trust$88.69M24.16N/AN/AN/A

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

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

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?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap Trust$88.69M24.16N/AN/AN/A
FS KKR Capital-$448M-6.40$11M-$1.97N/A

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
Royce Small-Cap TrustN/A N/A N/A
FS KKR Capital -38.65%4.34%1.85%

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

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 news media.

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

FS KKR Capital has a consensus price target of $10.58, suggesting a potential upside of 3.45%. Given FS KKR Capital's stronger consensus rating and higher probable upside, 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
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
1 Sell rating(s)
7 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.88

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

25.6% of Royce Small-Cap Trust shares are owned by institutional investors. Comparatively, 36.3% of FS KKR Capital shares are owned by institutional investors. 0.1% of Royce Small-Cap Trust shares are owned by insiders. Comparatively, 0.2% of FS KKR Capital shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

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?

Pimco Corporate & Income Opportunity Fund (NYSE:PTY) 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 institutional ownership, media sentiment, risk, profitability, analyst recommendations, valuation, earnings and dividends.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Pimco Corporate & Income Opportunity FundN/AN/AN/AN/AN/A
Royce Small-Cap Trust$88.69M24.16N/AN/AN/A

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

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

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 media.

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

10.3% of Pimco Corporate & Income Opportunity Fund 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 stock will outperform the market over the long term.

Summary

Royce Small-Cap Trust beats Pimco Corporate & Income Opportunity Fund on 4 of the 6 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 TrustFIN IndustryFinance SectorNYSE Exchange
Market Cap$2.14B$4.70B$13.95B$23.12B
Dividend Yield8.03%6.82%5.75%4.06%
P/E RatioN/A0.0220.2131.02
Price / Sales24.1625.90139.8120.86
Price / CashN/A4.8019.5418.65
Price / BookN/A3.112.254.65
Net IncomeN/A$388.27M$1.14B$1.07B
7 Day Performance-0.17%-0.46%-0.28%-1.12%
1 Month Performance-2.13%0.12%1.06%0.10%
1 Year Performance21.84%13.00%15.36%24.24%

Royce Small-Cap Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RVT
Royce Small-Cap Trust
N/A$17.91
-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
1.704 of 5 stars
$10.81
-1.1%
$10.58
-2.1%
-50.7%$3.06B$1.52BN/AN/A

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