Royce Premier Competition

RPFIX Fund

USD 12.97 0.16 1.25%

Royce Premier competes with Royce Opportunity, Royce Opportunity, Royce Opportunity, Royce Premier, and Royce Special; as well as few others. The fund is listed under Small Blend category and is part of Royce family. Analyzing Royce Premier competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Royce Premier to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Royce Premier Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Royce Premier competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
11.86	12.97	14.08

Details

Intrinsic

Valuation

Low	Real	High
11.71	12.82	13.93

Details

Naive

Forecast

Low	Next	High
11.44	12.55	13.65

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
12.77	12.92	13.07

Details

Royce Premier Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Royce Premier and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Royce and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Royce Premier does not affect the price movement of the other competitor.

	ROFCX	ROFIX	ROFRX	RPFIX	RPRCX	RSEIX	RSQCX	RTRRX	RTRIX
ROFCX		1.0	1.0	0.95	0.95	0.93	0.94	0.95	0.94	ROFCX
ROFIX	1.0		1.0	0.96	0.96	0.94	0.94	0.95	0.95	ROFIX
ROFRX	1.0	1.0		0.95	0.96	0.94	0.94	0.95	0.95	ROFRX
RPFIX	0.95	0.96	0.95		1.0	0.98	0.98	0.96	0.96	RPFIX
RPRCX	0.95	0.96	0.96	1.0		0.98	0.98	0.96	0.96	RPRCX
RSEIX	0.93	0.94	0.94	0.98	0.98		1.0	0.97	0.97	RSEIX
RSQCX	0.94	0.94	0.94	0.98	0.98	1.0		0.97	0.97	RSQCX
RTRRX	0.95	0.95	0.95	0.96	0.96	0.97	0.97		1.0	RTRRX
RTRIX	0.94	0.95	0.95	0.96	0.96	0.97	0.97	1.0		RTRIX
	ROFCX	ROFIX	ROFRX	RPFIX	RPRCX	RSEIX	RSQCX	RTRRX	RTRIX

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Risk-Adjusted Indicators

There is a big difference between Royce Mutual Fund performing well and Royce Premier Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Royce Premier's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
ROFCX	1.05	(0.04)	0.03	0.09	1.07	(1.25)	2.42	(1.62)	7.58
ROFIX	1.05	(0.04)	0.03	0.10	1.06	(1.22)	2.44	(1.63)	7.55
ROFRX	1.06	(0.04)	0.03	0.10	1.08	(1.22)	2.41	(1.65)	7.64
RPFIX	0.84	(0.04)	(0.01)	0.09	0.95	(0.90)	2.02	(1.44)	5.89
RPRCX	0.84	(0.05)	(0.01)	0.08	0.95	(0.91)	2.06	(1.42)	5.88
RSEIX	0.79	(0.04)	0.00	0.09	0.75	(0.89)	1.75	(1.26)	7.59
RSQCX	0.78	(0.04)	(0.01)	0.09	0.76	(0.91)	1.79	(1.27)	7.49
RTRRX	0.92	0.00	0.06	0.12	0.79	(1.24)	2.42	(1.67)	7.23
RTRIX	0.92	0.01	0.07	0.13	0.77	(1.25)	2.37	(1.68)	7.18

Unable to evaluate fundamental data of [ROFCX, ROFIX, ROFRX, RPFIX, RPRCX, RSEIX, RSQCX, RTRRX, RTRIX] at this time. Please try again later

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Royce Premier Competitive Analysis

The better you understand Royce Premier competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Royce Premier's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Royce Premier's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

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	RPFIX	ROFCX	ROFIX	ROFRX	RPRCX	RSEIX	RSQCX	RTRRX	RTRIX
	1.25 12.97 Royce	1.67 13.36 Royce	1.70 17.93 Royce	1.68 15.12 Royce	1.38 9.54 Royce	1.33 18.27 ROYCE	1.34 16.59 Royce	1.69 9.02 Royce	1.71 8.34 Royce
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Not too volatile	Not too volatile
Market Performance (90 Days Performance)	Modest	Insignificant	Modest	Modest	Insignificant	Modest	Modest	OK	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Buy	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold
Net Asset	2.28 B	1.28 B	1.28 B	1.28 B	2.28 B	1.4 B	1.4 B	2.15 B	2.15 B
Minimum Initial Investment	1000 K	N/A	1000 K	N/A	N/A	1000 K	N/A	N/A	1000 K
Price To Book	2.53	1.31	1.31	1.31	2.53	1.76	1.76	1.96	1.96
Five Year Return	8.45	12.12	13.17	12.34	7.16	8.68	7.53	9.25	10.07
One Year Return	18.95	20.55	20.92	20.07	17.62	13.67	12.86	23.01	23.67
Last Dividend Paid	0.13	N/A	N/A	N/A	0.02	0.28	0.09	0.02	0.02
Price To Earning	8.8	3.61	4.76	3.99	6.58	17.83	17.03	40.74	37.97
Price To Sales	1.57	0.53	0.53	0.53	1.57	1.0	1.0	1.15	1.15
Cash Position Weight	8.48	4.74	5.6	4.74	6.14	16.03	19.78	2.29	1.48
Equity Positions Weight	91.52	95.26	94.4	95.26	93.86	83.97	80.21	95.88	98.32
Three Year Return	3.25	0.28	0.84	0.13	2.06	3.38	2.28	5.01	5.51
Annual Yield	0.0011	N/A	9.0E-4	N/A	N/A	0.015	0.0055	0.0195	0.0326
Year To Date Return	7.43	8.04	8.57	7.89	6.44	5.74	4.65	10.32	11.31
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.07
Ten Year Return	9.25	6.1	7.43	6.6	8.01	6.96	5.76	6.84	7.62
Day Typical Price	12.97	13.36	17.93	15.12	9.54	18.27	16.59	9.02	8.34
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	0.16	0.22	0.3	0.25	0.13	0.24	0.22	0.15	0.14
Rate Of Daily Change	1.01	1.02	1.02	1.02	1.01	1.01	1.01	1.02	1.02
Day Median Price	12.97	13.36	17.93	15.12	9.54	18.27	16.59	9.02	8.34
Price Action Indicator	0.08	0.11	0.15	0.13	0.065	0.12	0.11	0.075	0.07
Relative Strength Index	47.63	20.41	18.52	19.5	49.29	36.48	37.12	33.94	31.59
Coefficient Of Variation	956.44	876.0	850.57	869.26	993.36	894.77	927.28	676.96	663.01
Mean Deviation	0.8353	1.05	1.05	1.06	0.839	0.7853	0.784	0.9226	0.9238
Jensen Alpha	(0.04)	(0.04)	(0.04)	(0.04)	(0.05)	(0.04)	(0.04)	0.0045	0.008
Total Risk Alpha	(0.07)	(0.07)	(0.07)	(0.07)	(0.07)	(0.06)	(0.07)	(0.02)	(0.02)
Sortino Ratio	(0.01)	0.0293	0.0333	0.0307	(0.01)	(0)	(0.01)	0.0636	0.0655
Downside Variance	1.18	1.53	1.52	1.54	1.21	0.8199	0.8004	0.9939	1.05
Standard Deviation	1.14	1.46	1.46	1.47	1.14	1.16	1.15	1.31	1.31
Kurtosis	1.99	3.42	3.3	3.46	2.07	7.59	7.37	4.83	4.72
Potential Upside	2.02	2.42	2.44	2.41	2.06	1.75	1.79	2.42	2.37
Treynor Ratio	0.0872	0.0945	0.0973	0.0952	0.0838	0.0932	0.0895	0.1238	0.1261
Maximum Drawdown	5.89	7.58	7.55	7.64	5.88	7.59	7.49	7.23	7.18
Variance	1.3	2.14	2.14	2.16	1.31	1.34	1.33	1.73	1.72
Market Risk Adjusted Performance	0.0972	0.1045	0.1073	0.1052	0.0938	0.1032	0.0995	0.1338	0.1361
Risk Adjusted Performance	0.0835	0.0923	0.0949	0.093	0.0805	0.0891	0.086	0.1175	0.1198
Skewness	0.3313	0.7402	0.7259	0.7392	0.3028	1.77	1.74	1.39	1.38
Semi Deviation	0.9544	1.07	1.06	1.08	0.9515	0.753	0.7608	0.7929	0.7696
Information Ratio	(0.01)	0.0247	0.0281	0.026	(0.01)	(0)	(0.01)	0.0482	0.0512
Value At Risk	(1.44)	(1.62)	(1.63)	(1.65)	(1.42)	(1.26)	(1.27)	(1.67)	(1.68)
Expected Short fall	(0.90)	(1.25)	(1.22)	(1.22)	(0.91)	(0.89)	(0.91)	(1.24)	(1.25)
Downside Deviation	1.09	1.24	1.23	1.24	1.1	0.9055	0.8946	0.9969	1.03
Semi Variance	0.9109	1.14	1.13	1.16	0.9053	0.567	0.5789	0.6287	0.5923

Royce Premier Competition Performance Charts

Five steps to successful analysis of Royce Premier Competition

Royce Premier's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Royce Premier in relation to its competition. Royce Premier's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Royce Premier in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Royce Premier's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Royce Premier, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Royce Premier position

In addition to having Royce Premier in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion theme has 40 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Compulsion Theme or any other thematic opportunities.

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Royce Premier financial ratios help investors to determine whether Royce Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Royce with respect to the benefits of owning Royce Premier security.

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Royce Premier Competition

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Royce Premier Competition Correlation Matrix

Risk-Adjusted Indicators

Royce Premier Competitive Analysis

Royce Premier Competition Performance Charts

Five steps to successful analysis of Royce Premier Competition

Complement your Royce Premier position

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Compulsion

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