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The MP 63 Fund (DRIPX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DRIPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to DRIPX

DRIPX charges 0.63% annually. There are 87 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to DRIPX

DRIPX has a PortfoliosLab risk / return rank of 52. There are 191 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.


Top Performing DRIPX Alternatives (YTD)

DRIPX is at 9.31% YTD. There are 151 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.


Lowest Volatility Alternatives to DRIPX

DRIPX has 10.56% 1-year volatility. There are 123 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.


Lowest Drawdown Alternatives to DRIPX

DRIPX has a 1-year max drawdown of -7.70%. There are 199 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.


Often Compared With DRIPX

Investors most often compare DRIPX with AON, VTWAX, AUXFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Aon plc
12
-9.49%
DRIPX vs AON
Vanguard Total World Stock Index Fund Admiral Shar...Large Cap Growth Equities
71
12.73%
90.20BFeb 2019DRIPX vs VTWAX
Auxier Focus FundLarge Cap Value Equities
52
6.60%
Jul 1999DRIPX vs AUXFX
American Century Equity Income Fund Class ILarge Cap Value Equities
38
5.70%
Jul 1998DRIPX vs ACIIX
Ave Maria Value Focused FundLarge Cap Value Equities
13
16.43%
Jan 1984DRIPX vs AVERX
Rational Equity Armor FundLarge Cap Value Equities
56
10.89%
Feb 2001DRIPX vs HDCTX
1789 Growth and Income FundLarge Cap Value Equities
11
2.70%
Jan 2011DRIPX vs PSECX
GQG Partners US Quality Dividend Income FundLarge Cap Value Equities
24
9.60%
Jun 2021DRIPX vs GQHPX
Towpath Focus FundLarge Cap Value Equities
83
6.83%
Dec 2019DRIPX vs TOWFX
Vanguard International High Dividend Yield Index F...Large Cap Value Equities, Dividend, Foreign Large Cap Equities
73
11.85%
20.00BMar 2016DRIPX vs VIHAX
Voya Corporate Leaders Trust FundLarge Cap Value Equities
52
17.73%
Nov 1935DRIPX vs LEXCX
Vanguard Value Index Fund Admiral SharesLarge Cap Value Equities
79
11.28%
238.00BNov 2000DRIPX vs VVIAX
Neiman Large Cap Value FundLarge Cap Value Equities
93
15.83%
Apr 2003DRIPX vs NEIMX
American Century Equity Income FundLarge Cap Value Equities
37
5.54%
6.45BAug 1994DRIPX vs TWEIX
SEI Institutional Managed Trust Tax-Managed Manage...Large Cap Value Equities
22
4.94%
Dec 2007DRIPX vs TMMAX
Fidelity Large Cap Stock FundLarge Cap Value Equities
79
10.03%
Jun 1995DRIPX vs FLCSX
Smead Value FundLarge Cap Value Equities
65
12.94%
Jan 2008DRIPX vs SMVLX
Nuveen Large Cap Value FundLarge Cap Value Equities
90
15.38%
Dec 2006DRIPX vs NQCRX
Fairholme FundLarge Cap Value Equities
28
5.06%
Dec 1999DRIPX vs FAIRX
PIMCO RAE PLUS FundLarge Cap Value Equities
93
19.95%
Jun 2005DRIPX vs PXTIX

Compare DRIPX with Any Fund or Stock

Compare DRIPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair DRIPX with funds that move differently

The MP 63 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRIPX.

Explore DRIPX Diversifiers