River Oak Discovery Fund (RIVSX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RIVSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RIVSX
RIVSX charges 1.18% annually. There are 125 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | RIVSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | RIVSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | RIVSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | RIVSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | RIVSX vs VSMAX |
Best Risk-Adjusted Alternatives to RIVSX
RIVSX has a PortfoliosLab risk / return rank of 92. There are 3 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | RIVSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | RIVSX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | RIVSX vs MOPIX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | RIVSX vs RYOTX | |
| Neuberger Berman Intrinsic Value Fund | 87 | — | May 2010 | RIVSX vs NINLX |
Top Performing RIVSX Alternatives (YTD)
RIVSX is at 34.61% YTD. There are 2 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.81% | — | Dec 1991 | RIVSX vs RYOTX | |
| Paradigm Micro-cap Fund | 37.88% | — | Dec 2007 | RIVSX vs PVIVX | |
| Hodges Small Cap Fund | 33.25% | — | Dec 2007 | RIVSX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 32.59% | — | Apr 1997 | RIVSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 32.43% | — | Apr 1997 | RIVSX vs WESCX |
Lowest Volatility Alternatives to RIVSX
RIVSX has 18.98% 1-year volatility. There are 121 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.47% | — | Nov 1996 | RIVSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.11% | — | Sep 1996 | RIVSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.66% | — | Feb 2017 | RIVSX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | RIVSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | RIVSX vs BOSOX |
Lowest Drawdown Alternatives to RIVSX
RIVSX has a 1-year max drawdown of -9.11%. There are 32 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | RIVSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | RIVSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | RIVSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | RIVSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | RIVSX vs SSCDX |
Other Mutual Funds from Oak Associates
The 6 most viewed Oak Associates mutual funds shown here include ROGSX, POGSX, BOGSX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Red Oak Technology Select Fund | Technology Equities | 48 | 17.65% | — | Dec 1998 | RIVSX vs ROGSX | |
| Pin Oak Equity | Large Cap Blend Equities | 86 | 17.12% | — | Aug 1992 | RIVSX vs POGSX | |
| Black Oak Emerging Technology Fund | Technology Equities | 86 | 45.03% | — | Dec 2000 | RIVSX vs BOGSX | |
| White Oak Select Growth Fund | Large Cap Blend Equities | 56 | 11.36% | — | Aug 1992 | RIVSX vs WOGSX | |
| Rock Oak Core Growth Fund | Large Cap Blend Equities | 62 | 15.47% | — | Dec 2004 | RIVSX vs RCKSX | |
| Live Oak Health Sciences Fund | Health & Biotech Equities | 22 | 0.00% | — | Jun 2001 | RIVSX vs LOGSX |
Often Compared With RIVSX
Investors most often compare RIVSX with QQQ, SIVIX, RYRRX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RIVSX with Any Fund or Stock
Compare RIVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RIVSX with funds that move differently
River Oak Discovery Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RIVSX.
Explore RIVSX Diversifiers