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BPSIX vs RYPNX

Both BPSIX and RYPNX are mutual funds. BPSIX has a lower 5-year return than RYPNX (10.44% vs 18.08%). BPSIX has a lower expense ratio than RYPNX (1.07% vs 1.23%). Below is the comparison between BPSIX and RYPNX.

BPSIX RYPNX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Value U.S. Equity: Small Value
Family Boston Partners Royce Investment Partners
Net Assets $770.10M $1.54B
Expense Ratio 1.07% 1.23%
Management Style active active
Dividend Yield 0.43% 0.00%
Minimum Investment $100,000.00 $2,000.00
YTD Return 19.19% 23.11%
1-Year Return -2.85% -3.18%
3-Year Return 7.72% 14.63%
5-Year Return 10.44% 18.08%
10-Year Return 10.42% 12.61%

BPSIX description

The Fund seeks to provide long-term growth of capital primarily through investment in equity securities. Current income is a secondary objective. The Fund invests at least 80% of its net assets in equity securities of issuers with small market capitalizations having value characteristics.

BPSIX performance & returns

YTD Return 19.19%
1-Month Return -6.23%
3-Month Return -2.85%
1-Year Return -2.85%
3-Year Return 7.72%
5-Year Return 10.44%
10-Year Return 10.42%
BPSIX expense ratio is 1.07%.

BPSIX holdings

Top 10 Holdings (19.81% of Total Assets)

Name Symbol % Assets
Graphic Packaging Holding Co GPK 2.66%
Lithia Motors Inc Class A LAD 2.40%
Synnex Corp SNX 2.24%
Change Healthcare Inc CHNG 2.12%
National General Holdings Corp NGHC 1.95%
ABM Industries Inc ABM 1.79%
Valvoline Inc VVV 1.76%
Walker & Dunlop Inc WD 1.63%
SLM Corp SLM 1.63%
Energizer Holdings Inc ENR 1.63%

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RYPNX description

The Fund seeks long-term growth of capital. The Fund invests primarily in the equity securities of small-cap and micro-cap companies in an attempt to take advantage of what it believes are opportunistic situations for undervalued securities. Normally, the Fund invests at least 65% of its net assets in equity securities.

RYPNX performance & returns

YTD Return 23.11%
1-Month Return -7.19%
3-Month Return -3.18%
1-Year Return -3.18%
3-Year Return 14.63%
5-Year Return 18.08%
10-Year Return 12.61%
RYPNX expense ratio is 1.23%.

RYPNX holdings

Top 10 Holdings (9.24% of Total Assets)

Name Symbol % Assets
Owens & Minor Inc OMI 1.25%
Alpha & Omega Semiconductor Ltd AOSL.HK 0.98%
R1 RCM Inc RCM 0.97%
Surgery Partners Inc SGRY 0.95%
Air Lease Corp Class A AL 0.89%
Herc Holdings Inc HRI 0.86%
Stewart Information Services Corp STC 0.84%
Magnite Inc MGNI 0.84%
Avaya Holdings Corp AVYA 0.83%
Ameresco Inc Class A AMRC 0.83%

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