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Compare · RVT vs VGM

RVT vs VGM

Side-by-side comparison of Royce Small-Cap Trust Inc. (RVT) and Invesco Trust for Investment Grade Municipals (VGM): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both RVT and VGM operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • RVT is the larger of the two at $1.79B, about 2.6x VGM ($677.8M).
  • Over the past year, RVT is up 32.8% and VGM is up 5.8% - RVT leads by 27.0 points.
PerformanceRVT+32.84%VGM+5.79%
2025-04-28+0.00%2026-04-24
MetricRVTVGM
Company
Royce Small-Cap Trust Inc.
Invesco Trust for Investment Grade Municipals
Price
$18.36+0.71%
$10.13+0.20%
Market cap
$1.79B
$677.8M
1M return
+8.67%
+2.27%
1Y return
+32.84%
+5.79%
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
1986
News (4w)
0
0
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.

VGM

Invesco Trust for Investment Grade Municipals

Invesco Trust for Investment Grade Municipals is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secured Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal securities which include municipal bonds, municipal notes, municipal commercial paper, and lease obligations. It employs fundamental analysis with bottom-up security selection approach to create its portfolio. The fund was formerly known as Invesco Van Kampen Trust for Investment Grade Municipals. Invesco Trust for Investment Grade Municipals was formed on January 24, 1992 and is domiciled in the United States.