The MP 63 Fund (DRIPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DRIPX
DRIPX charges 0.63% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among DRIPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | DRIPX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | DRIPX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | DRIPX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | DRIPX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | DRIPX vs TILVX |
Best Risk-Adjusted Alternatives to DRIPX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | DRIPX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | DRIPX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | DRIPX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | DRIPX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | DRIPX vs VALAX |
Top Performing DRIPX Alternatives (YTD)
DRIPX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | DRIPX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | DRIPX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | DRIPX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | DRIPX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | DRIPX vs HFCVX |
Lowest Volatility Alternatives to DRIPX
DRIPX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | DRIPX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | DRIPX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | DRIPX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | DRIPX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | DRIPX vs ACIIX |
Lowest Drawdown Alternatives to DRIPX
DRIPX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | DRIPX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | DRIPX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | DRIPX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | DRIPX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | DRIPX vs PSECX |
Often Compared With DRIPX
What investors most often compare with DRIPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Aon plc | 13 | -8.33% | — | DRIPX vs AON | ||
| Vanguard Total World Stock Index Fund Admiral Shar... | Large Cap Growth Equities | 64 | -4.69% | Feb 7, 2019 | DRIPX vs VTWAX | |
| Vanguard Value Index Fund Admiral Shares | Large Cap Value Equities | 58 | 1.63% | Nov 13, 2000 | DRIPX vs VVIAX |
Compare DRIPX with Any Fund or Stock
Compare DRIPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.