Red Oak Technology Select Fund (ROGSX) Alternatives
Red Oak Technology Select Fund (ROGSX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ROGSX. 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 ROGSX
ROGSX charges 0.92% annually. Among mutual funds in the Technology Equities category, these options have the lowest expense ratios among ROGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.10% | Mar 25, 2004 | ROGSX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | Mar 11, 2005 | ROGSX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | Jun 24, 2013 | ROGSX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | Apr 4, 2024 | ROGSX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | Oct 2, 2018 | ROGSX vs FIKHX |
Best Risk-Adjusted Alternatives to ROGSX
Among mutual funds in the Technology 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 | |
|---|---|---|---|---|
| ARK Venture Fund | 99 | Sep 23, 2022 | ROGSX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 97 | Jul 28, 1985 | ROGSX vs FDCPX | |
| Fidelity Select Semiconductors Portfolio | 94 | Jul 29, 1985 | ROGSX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 93 | Oct 2, 2018 | ROGSX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 92 | Dec 27, 2000 | ROGSX vs FELIX |
Top Performing ROGSX Alternatives (YTD)
ROGSX alternatives from the Technology Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Firsthand Alternative Energy Fund | 9.56% | Oct 28, 2007 | ROGSX vs ALTEX | |
| Fidelity Select Tech Hardware Portfolio | 9.40% | Jul 28, 1985 | ROGSX vs FDCPX | |
| ARK Venture Fund | 6.04% | Sep 23, 2022 | ROGSX vs ARKVX | |
| Columbia Seligman Premium Technology Growth Closed... | 4.31% | Nov 25, 2009 | ROGSX vs STK | |
| Rydex Electronics Fund | 1.62% | Mar 31, 1998 | ROGSX vs RYSIX |
Lowest Volatility Alternatives to ROGSX
ROGSX alternatives from the Technology Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.62% | Nov 1, 1993 | ROGSX vs GTTIX | |
| Towpath Technology Fund | 18.27% | Feb 2, 2021 | ROGSX vs TOWTX | |
| ARK Venture Fund | 18.44% | Sep 23, 2022 | ROGSX vs ARKVX | |
| Vanguard Communication Services Index Fund Admiral... | 20.09% | Mar 11, 2005 | ROGSX vs VTCAX | |
| Nationwide NYSE Arca Tech 100 Index Fund | 22.50% | Jun 9, 1996 | ROGSX vs NWJCX |
Lowest Drawdown Alternatives to ROGSX
ROGSX alternatives from the Technology Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| ARK Venture Fund | -8.14% | Sep 23, 2022 | ROGSX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.45% | Nov 1, 1993 | ROGSX vs GTTIX | |
| Towpath Technology Fund | -11.62% | Feb 2, 2021 | ROGSX vs TOWTX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -12.75% | Jun 9, 1996 | ROGSX vs NWJCX | |
| Black Oak Emerging Technology Fund | -12.77% | Dec 28, 2000 | ROGSX vs BOGSX |
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 | |
|---|---|---|---|---|---|---|
| White Oak Select Growth Fund | Large Cap Blend Equities | 43 | -7.61% | Aug 3, 1992 | ROGSX vs WOGSX | |
| Pin Oak Equity | Large Cap Blend Equities | 91 | 5.66% | Aug 3, 1992 | ROGSX vs POGSX | |
| Rock Oak Core Growth Fund | Large Cap Blend Equities | 77 | 6.05% | Dec 31, 2004 | ROGSX vs RCKSX | |
| River Oak Discovery Fund | Small Cap Blend Equities | 65 | 4.25% | Jun 30, 2005 | ROGSX vs RIVSX | |
| Live Oak Health Sciences Fund | Health & Biotech Equities | 46 | -1.53% | Jun 28, 2001 | ROGSX vs LOGSX |
Often Compared With ROGSX
What investors most often compare with ROGSX, based on PortfoliosLab usage data.
Compare ROGSX with Any Fund or Stock
Compare ROGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.