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 a closer substitute for your current allocation.
Cheapest Alternatives to RPEAX
RPEAX charges 0.93% annually. There are 286 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | RPEAX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | RPEAX vs VSMPX |
Best Risk-Adjusted Alternatives to RPEAX
RPEAX has a PortfoliosLab risk / return rank of 64. There are 97 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | RPEAX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | RPEAX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | RPEAX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | RPEAX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | RPEAX vs VPMAX |
Top Performing RPEAX Alternatives (YTD)
RPEAX is at 11.91% YTD. There are 78 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | RPEAX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | RPEAX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | RPEAX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | RPEAX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | RPEAX vs VPMAX |
Lowest Volatility Alternatives to RPEAX
RPEAX has 13.21% 1-year volatility. There are 277 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | RPEAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | RPEAX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | RPEAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | RPEAX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | RPEAX vs JEPIX |
Lowest Drawdown Alternatives to RPEAX
RPEAX has a 1-year max drawdown of -10.15%. There are 283 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | RPEAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | RPEAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | RPEAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | RPEAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | RPEAX vs QUERX |
Other Mutual Funds from Davis Funds
The 6 most viewed Davis Funds mutual funds shown here include NYVTX, RPFCX, RFBAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Davis New York Venture Fund | Large Cap Blend Equities | 82 | 12.13% | — | Feb 1969 | RPEAX vs NYVTX | |
| Davis Appreciation & Income Fund | Diversified Portfolio | 91 | 12.16% | — | Apr 1992 | RPEAX vs RPFCX | |
| Davis Government Bond Fund | Government Bonds | 80 | 0.94% | — | Nov 1994 | RPEAX vs RFBAX | |
| Davis Global Fund | Global Equities | 23 | 0.27% | — | Dec 2004 | RPEAX vs DGFAX | |
| Davis International Fund | Foreign Large Cap Equities | 13 | 0.24% | — | Dec 2006 | RPEAX vs DILAX | |
| Davis Real Estate Fund | REIT | 10 | 13.38% | — | Jan 1994 | RPEAX vs RPFRX |
Often Compared With RPEAX
Investors most often compare RPEAX with VOO, SPY, NWAUX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RPEAX with Any Fund or Stock
Compare RPEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RPEAX with funds that move differently
Davis Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RPEAX.
Explore RPEAX Diversifiers