Riverbridge Growth Fund (RIVRX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RIVRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RIVRX
RIVRX charges 1.25% annually. There are 358 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | RIVRX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | RIVRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | RIVRX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | RIVRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | RIVRX vs VIGAX |
Best Risk-Adjusted Alternatives to RIVRX
RIVRX has a PortfoliosLab risk / return rank of 2. There are 408 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | RIVRX vs POGRX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | RIVRX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 90 | 31.20B | Nov 2001 | RIVRX vs VHCAX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | RIVRX vs FCGSX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | RIVRX vs CHAIX |
Top Performing RIVRX Alternatives (YTD)
RIVRX is at -6.61% YTD. There are 410 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | RIVRX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 31.58% | — | Feb 2004 | RIVRX vs RYGRX | |
| PrimeCap Odyssey Growth Fund | 30.21% | — | Nov 2004 | RIVRX vs POGRX | |
| ICON Equity Fund | 29.13% | — | Oct 2002 | RIVRX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.53% | — | Feb 2017 | RIVRX vs FUMIX |
Lowest Volatility Alternatives to RIVRX
RIVRX has 14.22% 1-year volatility. There are 72 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.03% | — | Sep 2019 | RIVRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.56% | — | Jan 2005 | RIVRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.87% | — | Dec 2015 | RIVRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.11% | — | Apr 2010 | RIVRX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.53% | — | Jan 1991 | RIVRX vs BLUEX |
Lowest Drawdown Alternatives to RIVRX
RIVRX has a 1-year max drawdown of -18.59%. There are 357 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | RIVRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | RIVRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | RIVRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | RIVRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | RIVRX vs DNVYX |
Often Compared With RIVRX
Investors most often compare RIVRX with QQQ, AMRGX, BPTRX. These 15 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare RIVRX with Any Fund or Stock
Compare RIVRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RIVRX with funds that move differently
Riverbridge Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RIVRX.
Explore RIVRX Diversifiers