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Compare · CPZ vs RVT

CPZ vs RVT

Side-by-side comparison of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) and Royce Small-Cap Trust Inc. (RVT): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both CPZ and RVT operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • RVT is the larger of the two at $1.90B, about 7.6x CPZ ($249.7M).
  • Over the past year, CPZ is down 20.7% and RVT is up 16.0% - RVT leads by 36.7 points.
  • RVT has been more active in the news (2 items in the past 4 weeks vs 1 for CPZ).
PerformanceCPZ-20.70%RVT+16.03%
2025-06-09+0.00%2026-06-05
MetricCPZRVT
Company
Calamos Long/Short Equity & Dynamic Income Trust
Royce Small-Cap Trust Inc.
Price
$12.68-0.47%
$17.59-3.19%
Market cap
$249.7M
$1.90B
1M return
-5.93%
-5.73%
1Y return
-20.70%
+16.03%
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NASDAQ
NYSE
IPO
2019
1986
News (4w)
1
2
Recent ratings
0
0
RVT

Royce Small-Cap Trust Inc.

Royce Value Trust Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small cap and micro cap companies. The fund benchmarks the performance of its portfolio against the Russell 2000 Index. Royce Value Trust Inc. was formed on July 1, 1986 and is domiciled in the United States.

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