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 87 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
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	DRIPX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	—	Jun 2016	DRIPX vs FLCOX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	DRIPX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	DRIPX vs TILVX

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.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	DRIPX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	DRIPX vs FGINX
VALAX	Al Frank Fund	95	—	May 2006	DRIPX vs VALAX
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	DRIPX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	DRIPX vs SABTX

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%.

Symbol	Name	YTD Return	AUM	Inception
YAFFX	AMG Yacktman Focused Fund	31.39%	—	May 1997	DRIPX vs YAFFX
PKAIX	PIMCO RAE US Fund	23.68%	—	Jun 2015	DRIPX vs PKAIX
VALAX	Al Frank Fund	21.52%	—	May 2006	DRIPX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	20.67%	—	Jun 2022	DRIPX vs AVLVX
YACKX	AMG Yacktman Fund	20.51%	—	Jul 1992	DRIPX vs YACKX

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%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	2.91%	—	Sep 2017	DRIPX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.65%	—	Feb 2021	DRIPX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.14%	—	Dec 1973	DRIPX vs RIDAX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.08%	—	Nov 1997	DRIPX vs FLCCX
FALIX	Fidelity Advisor Large Cap Fund Class I	8.08%	—	Feb 1996	DRIPX vs FALIX

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%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BUFBX	Buffalo Flexible Income Fund	-2.83%	—	Aug 1994	DRIPX vs BUFBX
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
TORYX	Torray 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 4 categories, based on PortfoliosLab usage data.

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

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