DRIPX vs. AVLVX

Last updated Aug 4, 2026

DRIPX (The MP 63 Fund) and AVLVX (Avantis U.S. Large Cap Value Fund Institutional Class) are both Large Cap Value Equities funds. Over the past 3 years, DRIPX returned 11.54%/yr vs 20.77%/yr for AVLVX. Their correlation of 0.87 means they have usually moved in the same direction. DRIPX charges 0.63%/yr vs 0.15%/yr for AVLVX.

Performance

DRIPX vs. AVLVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The MP 63 Fund (DRIPX) and Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DRIPX achieves a 15.43% return, which is significantly lower than AVLVX's 24.91% return.

DRIPX

• 1D: 0.36%
• 1M: 0.36%
• 6M: 9.34%
• YTD: 15.43%
• 1Y: 24.70%
• 3Y*: 11.54%
• 5Y*: 7.25%
• 10Y*: 9.85%
• ALL TIME*: 7.38%

AVLVX

• 1D: 0.20%
• 1M: 1.86%
• 6M: 15.49%
• YTD: 24.91%
• 1Y: 40.56%
• 3Y*: 20.77%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 20.19%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AVLVX Avantis U.S. Large Cap Value Fund Institutional Class	$0.00	$0.00	$0.00
DRIPX The MP 63 Fund	$0.00	$0.00	$0.00

DRIPX vs. AVLVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
DRIPX The MP 63 Fund	15.43%	13.89%	4.75%	5.93%	10.06%
AVLVX Avantis U.S. Large Cap Value Fund Institutional Class	24.91%	15.23%	16.93%	16.75%	8.38%

Correlation

The correlation between DRIPX and AVLVX is 0.82, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.82
Correlation (3Y) Balances recent behavior with more history.	0.86
Correlation (All Time) Calculated using the full available price history since Jun 21, 2022	0.87

The correlation between DRIPX and AVLVX has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.

Return for Risk

DRIPX vs. AVLVX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DRIPX

DRIPX Risk / Return Rank: 86
DRIPX Sharpe Ratio Rank: 87
DRIPX Sortino Ratio Rank: 87
DRIPX Omega Ratio Rank: 81
DRIPX Calmar Ratio Rank: 85
DRIPX Martin Ratio Rank: 88

AVLVX

AVLVX Risk / Return Rank: 97
AVLVX Sharpe Ratio Rank: 98
AVLVX Sortino Ratio Rank: 96
AVLVX Omega Ratio Rank: 94
AVLVX Calmar Ratio Rank: 98
AVLVX Martin Ratio Rank: 98

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DRIPX vs. AVLVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The MP 63 Fund (DRIPX) and Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DRIPX	AVLVX	Difference
Sharpe ratio: Return per unit of total volatility	2.17	3.08	-0.91
Sortino ratio: Return per unit of downside risk	3.19	4.25	-1.06
Omega ratio: Gain probability vs. loss probability	1.39	1.56	-0.17
Calmar ratio: Return relative to maximum drawdown	3.07	6.41	-3.35
Martin ratio: Return relative to average drawdown	12.08	26.28	-14.20

DRIPX vs. AVLVX - Sharpe Ratio Comparison

The current DRIPX Sharpe Ratio is 2.17, which is comparable to the AVLVX Sharpe Ratio of 3.08. The chart below compares the historical Sharpe Ratios of DRIPX and AVLVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DRIPX vs. AVLVX - Drawdown Comparison

The maximum DRIPX drawdown since its inception was -53.54%, which is greater than AVLVX's maximum drawdown of -19.51%. Use the drawdown chart below to compare losses from any high point for DRIPX and AVLVX.

Drawdown Indicators

	DRIPX	AVLVX	Difference
Max Drawdown Largest peak-to-trough decline	-53.54%	-19.51%	-34.03%
Max Drawdown (1Y) Largest decline over 1 year	-7.70%	-6.01%	-1.69%
Max Drawdown (3Y) Largest decline over 3 years	-19.58%	-19.51%	-0.07%
Max Drawdown (5Y) Largest decline over 5 years	-19.97%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-35.20%	—	—
Current Drawdown Current decline from peak	-0.91%	-0.10%	-0.81%
Average Drawdown Average peak-to-trough decline	-6.54%	-3.09%	-3.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.95%	1.47%	+0.48%

Volatility

DRIPX vs. AVLVX - Volatility Comparison

The MP 63 Fund (DRIPX) has a higher volatility of 3.01% compared to Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX) at 2.20%. This indicates that DRIPX's price experiences larger fluctuations and is considered to be riskier than AVLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DRIPX	AVLVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.01%	2.20%	+0.81%
Volatility (6M) Calculated over the trailing 6-month period	8.51%	8.94%	-0.43%
Volatility (1Y) Calculated over the trailing 1-year period	10.92%	12.53%	-1.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.18%	16.37%	-2.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.42%	16.37%	+0.05%

DRIPX vs. AVLVX - Expense Ratio Comparison

DRIPX has a 0.63% expense ratio, which is higher than AVLVX's 0.15% expense ratio.

Dividends

DRIPX vs. AVLVX - Dividend Comparison

DRIPX's dividend yield for the trailing twelve months is around 6.10%, more than AVLVX's 2.65% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVLVX Avantis U.S. Large Cap Value Fund Institutional Class	2.65%	3.32%	1.61%	1.59%	1.02%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DRIPX The MP 63 Fund	6.10%	7.04%	0.00%	3.13%	4.27%	3.55%	3.48%	3.46%	6.25%	1.68%	4.27%	6.80%

Frequently Asked Questions

Can I hold both DRIPX and AVLVX in my portfolio?

DRIPX and AVLVX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DRIPX or AVLVX?

DRIPX has higher volatility (3.01%) compared to AVLVX (2.20%). In terms of maximum drawdown, DRIPX dropped -53.54% vs AVLVX's -19.51%.

Which has better risk-adjusted returns?

AVLVX currently has the higher Sharpe Ratio (3.08 vs 2.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.