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 363 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% | 5.10B | Dec 2017 | RIVRX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | RIVRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | RIVRX vs VIGAX |
Best Risk-Adjusted Alternatives to RIVRX
RIVRX has a PortfoliosLab risk / return rank of 3. There are 410 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | RIVRX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | RIVRX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | RIVRX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | RIVRX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | RIVRX vs POGRX |
Top Performing RIVRX Alternatives (YTD)
RIVRX is at -4.89% YTD. There are 413 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | RIVRX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | RIVRX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | RIVRX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | RIVRX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | RIVRX vs FOKFX |
Lowest Volatility Alternatives to RIVRX
RIVRX has 13.67% 1-year volatility. There are 85 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | RIVRX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | RIVRX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | RIVRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | RIVRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | RIVRX vs AWYIX |
Lowest Drawdown Alternatives to RIVRX
RIVRX has a 1-year max drawdown of -18.59%. There are 362 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | RIVRX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | RIVRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | RIVRX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | RIVRX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | RIVRX vs AQEIX |
Often Compared With RIVRX
Investors most often compare RIVRX with QQQ, AMRGX, BLUEX. These 13 comparison targets span 3 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