River Oak Discovery Fund (RIVSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to RIVSX
RIVSX charges 1.18% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among RIVSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | RIVSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | RIVSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | RIVSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | RIVSX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | RIVSX vs TISBX |
Best Risk-Adjusted Alternatives to RIVSX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | RIVSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | RIVSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | RIVSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | RIVSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | RIVSX vs PRSVX |
Top Performing RIVSX Alternatives (YTD)
RIVSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | RIVSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | RIVSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | RIVSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | RIVSX vs WEMMX | |
| 1290 GAMCO Small/Mid Cap Value Fund | 4.18% | Nov 12, 2014 | RIVSX vs TNVIX |
Lowest Volatility Alternatives to RIVSX
RIVSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | RIVSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | RIVSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | RIVSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | RIVSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | RIVSX vs CSMDX |
Lowest Drawdown Alternatives to RIVSX
RIVSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | RIVSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | RIVSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | RIVSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | RIVSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | RIVSX vs BOSOX |
Other Mutual Funds from Oak Associates
Most popular Oak Associates mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Red Oak Technology Select Fund | Technology Equities | 46 | -10.98% | Dec 30, 1998 | RIVSX vs ROGSX | |
| White Oak Select Growth Fund | Large Cap Blend Equities | 43 | -7.61% | Aug 3, 1992 | RIVSX vs WOGSX | |
| Black Oak Emerging Technology Fund | Technology Equities | 57 | -1.72% | Dec 28, 2000 | RIVSX vs BOGSX | |
| Pin Oak Equity | Large Cap Blend Equities | 91 | 5.66% | Aug 3, 1992 | RIVSX vs POGSX | |
| Rock Oak Core Growth Fund | Large Cap Blend Equities | 77 | 6.05% | Dec 31, 2004 | RIVSX vs RCKSX | |
| Live Oak Health Sciences Fund | Health & Biotech Equities | 46 | -1.53% | Jun 28, 2001 | RIVSX vs LOGSX |
Often Compared With RIVSX
What investors most often compare with RIVSX, 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.