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 84 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | DRIPX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DRIPX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DRIPX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | DRIPX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | DRIPX vs VVIAX |
Best Risk-Adjusted Alternatives to DRIPX
DRIPX has a PortfoliosLab risk / return rank of 72. There are 128 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | DRIPX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DRIPX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | DRIPX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | DRIPX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | DRIPX vs AVLVX |
Top Performing DRIPX Alternatives (YTD)
DRIPX is at 12.03% YTD. There are 109 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | DRIPX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | DRIPX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | DRIPX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | DRIPX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | DRIPX vs NPRTX |
Lowest Volatility Alternatives to DRIPX
DRIPX has 10.81% 1-year volatility. There are 116 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | DRIPX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | DRIPX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | DRIPX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | DRIPX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | DRIPX vs TMMAX |
Lowest Drawdown Alternatives to DRIPX
DRIPX has a 1-year max drawdown of -7.70%. There are 195 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DRIPX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DRIPX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DRIPX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DRIPX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DRIPX vs SVAIX |
Often Compared With DRIPX
Investors most often compare DRIPX with AON, VTWAX, AUXFX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare DRIPX with Any Fund or Stock
Compare DRIPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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