Davis Opportunity Fund (RPEAX) Alternatives
Davis Opportunity Fund (RPEAX) belongs to the Large 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 RPEAX. 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 RPEAX
RPEAX charges 0.93% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among RPEAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | RPEAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | RPEAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | RPEAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | RPEAX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | RPEAX vs SSSYX |
Best Risk-Adjusted Alternatives to RPEAX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | RPEAX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | RPEAX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | RPEAX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | RPEAX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | RPEAX vs DHAMX |
Top Performing RPEAX Alternatives (YTD)
RPEAX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | RPEAX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | RPEAX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | RPEAX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | RPEAX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | RPEAX vs RCKSX |
Lowest Volatility Alternatives to RPEAX
RPEAX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | RPEAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | RPEAX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | RPEAX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | RPEAX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | RPEAX vs QUERX |
Lowest Drawdown Alternatives to RPEAX
RPEAX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | RPEAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | RPEAX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | RPEAX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | RPEAX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | RPEAX vs GQEIX |
Other Mutual Funds from Davis Funds
Most popular Davis Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Davis New York Venture Fund | Large Cap Blend Equities | 71 | -2.35% | Feb 17, 1969 | RPEAX vs NYVTX | |
| Davis Appreciation & Income Fund | Diversified Portfolio | 75 | -1.07% | Apr 30, 1992 | RPEAX vs RPFCX | |
| Davis International Fund | Foreign Large Cap Equities | 22 | -9.13% | Dec 29, 2006 | RPEAX vs DILAX | |
| Davis Global Fund | Global Equities | 32 | -9.57% | Dec 21, 2004 | RPEAX vs DGFAX | |
| Davis Real Estate Fund | REIT | 1 | -3.04% | Jan 3, 1994 | RPEAX vs RPFRX | |
| Davis Government Bond Fund | Government Bonds | 94 | 0.32% | Nov 30, 1994 | RPEAX vs RFBAX |
Often Compared With RPEAX
What investors most often compare with RPEAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | RPEAX vs VOO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | RPEAX vs SPY | |
| Castle Tandem Fund | Large Cap Blend Equities | 0 | -9.28% | Mar 15, 2019 | RPEAX vs TANDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | RPEAX vs VITPX |
Compare RPEAX with Any Fund or Stock
Compare RPEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.