DRIPX Alternatives & Similar Mutual Funds

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 85 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	DRIPX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	DRIPX vs VIVIX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	DRIPX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	DRIPX vs SWLVX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	254.20B	Nov 2000	DRIPX vs VVIAX

Best Risk-Adjusted Alternatives to DRIPX

DRIPX has a PortfoliosLab risk / return rank of 86. There are 158 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993	DRIPX vs FGIPX
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993	DRIPX vs FGINX
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015	DRIPX vs PKAIX
MDLVX	BlackRock Advantage Large Cap Value Fund Investor ...	98	—	—	DRIPX vs MDLVX
LSVVX	LSV Conservative Value Equity Fund	98	—	Mar 2007	DRIPX vs LSVVX

Top Performing DRIPX Alternatives (YTD)

DRIPX is at 15.43% YTD. There are 120 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	30.43%	—	Jun 2015	DRIPX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	29.15%	—	Nov 1935	DRIPX vs LEXCX
YAFFX	AMG Yacktman Focused Fund	25.82%	—	May 1997	DRIPX vs YAFFX
PXTIX	PIMCO RAE PLUS Fund	25.46%	—	Jun 2005	DRIPX vs PXTIX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	24.91%	—	Jun 2022	DRIPX vs AVLVX

Lowest Volatility Alternatives to DRIPX

DRIPX has 10.92% 1-year volatility. There are 118 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.

Symbol	Name	Volatility 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	DRIPX vs ACTIX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.26%	—	Feb 1996	DRIPX vs FALGX
RIDAX	The Income Fund of America Class R-1	7.35%	—	Dec 1973	DRIPX vs RIDAX
TWEIX	American Century Equity Income Fund	8.58%	6.45B	Aug 1994	DRIPX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.60%	—	Jul 1998	DRIPX vs ACIIX

Lowest Drawdown Alternatives to DRIPX

DRIPX has a 1-year max drawdown of -7.70%. There are 193 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	DRIPX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	DRIPX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	DRIPX vs BUFBX
TORYX	Torray Equity Income Fund	-4.50%	—	Dec 1990	DRIPX vs TORYX
SVAIX	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 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AON	Aon plc		45	2.06%	—	—	DRIPX vs AON
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	Global Equities	67	11.25%	97.00B	Feb 2019	DRIPX vs VTWAX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	90	11.78%	—	Jul 1999	DRIPX vs AUXFX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	38	20.91%	—	Jan 1984	DRIPX vs AVERX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	22	5.88%	—	Jan 2011	DRIPX vs PSECX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	97	14.50%	—	Dec 2019	DRIPX vs TOWFX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	40	7.27%	—	Feb 2001	DRIPX vs HDCTX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	94	17.32%	20.40B	Mar 2016	DRIPX vs VIHAX
GQHPX	GQG Partners US Quality Dividend Income Fund	Quality Factor, Large Cap Value Equities	58	13.55%	—	Jun 2021	DRIPX vs GQHPX
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Blend Equities	73	11.77%	—	Jun 1995	DRIPX vs FLCSX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	95	20.62%	—	Oct 2002	DRIPX vs TILVX
SMVLX	Smead Value Fund	Large Cap Value Equities	90	21.31%	—	Jan 2008	DRIPX vs SMVLX
VALAX	Al Frank Fund	Large Cap Value Equities	94	21.25%	—	May 2006	DRIPX vs VALAX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	96	19.26%	—	Apr 2003	DRIPX vs NEIMX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Low Volatility	58	8.47%	—	Dec 2007	DRIPX vs TMMAX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	95	21.11%	—	Dec 2006	DRIPX vs NQCRX
DQIRX	BNY Mellon Equity Income Fund	Dividend, Large Cap Value Equities	87	14.42%	—	Jul 2006	DRIPX vs DQIRX
FAIRX	Fairholme Fund	Large Cap Value Equities	27	5.24%	—	Dec 1999	DRIPX vs FAIRX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	92	12.43%	—	Feb 1992	DRIPX vs THPGX
IDIVX	Integrity Dividend Harvest Fund	Large Cap Value Equities	97	18.27%	—	May 2012	DRIPX vs IDIVX

Compare DRIPX with Any Fund or Stock

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

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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

The MP 63 Fund (DRIPX) Alternatives