Royce Special Financials

RSEFX Fund  USD 18.47  0.03  0.16%   
You can utilize fundamental analysis to find out if Royce Special Equity is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to analyze and collect data for sixteen available financial ratios for Royce Special Equity, which can be compared to its competitors. The fund experiences a normal downward trend and little activity. Check odds of Royce Special to be traded at $18.29 in 90 days.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Royce Special Fund Summary

Royce Special competes with Royce Small-cap, Royce Dividend, Royce Premier, Royce Special, and Royce Opportunity. The funds investment adviser invests the funds assets primarily in equity securities of small-cap companies. The fund invests at least 80 percent of its net assets in equity securities of small-cap companies, under normal circumstances. Although the fund normally focuses on securities of U.S. companies, it may invest up to 10 percent of its net assets in securities of companies headquartered in foreign countries.
Specialization
Small Value, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS7809055277
Business AddressRoyce Fund
Mutual Fund FamilyRoyce Investment Partners
Mutual Fund CategorySmall Value
BenchmarkDow Jones Industrial
Phone800 221 4268
CurrencyUSD - US Dollar

Royce Special Key Financial Ratios

Royce Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Royce Special's current stock value. Our valuation model uses many indicators to compare Royce Special value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Royce Special competition to find correlations between indicators driving Royce Special's intrinsic value. More Info.
Royce Special Equity is rated second largest fund in price to earning among similar funds. It also is rated second largest fund in price to book among similar funds fabricating about  0.09  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Royce Special Equity is roughly  10.65 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Royce Special's earnings, one of the primary drivers of an investment's value.

Royce Special Equity Systematic Risk

Royce Special's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Royce Special volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was seven with a total number of output elements of fifty-four. The Beta measures systematic risk based on how returns on Royce Special Equity correlated with the market. If Beta is less than 0 Royce Special generally moves in the opposite direction as compared to the market. If Royce Special Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Royce Special Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Royce Special is generally in the same direction as the market. If Beta > 1 Royce Special moves generally in the same direction as, but more than the movement of the benchmark.
Royce Special Equity is rated third largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 4.46 Billion. Royce Special retains roughly 804.64 Million in net asset claiming about 18% of funds listed under Small Value category.

Royce Special December 5, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Royce Special help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Royce Special Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Royce Special Equity based on widely used predictive technical indicators. In general, we focus on analyzing Royce Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Royce Special's daily price indicators and compare them against related drivers.

Other Information on Investing in Royce Mutual Fund

Royce Special 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 Special security.
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
Content Syndication
Quickly integrate customizable finance content to your own investment portal