PXSCX vs. RIVSX
Compare and contrast key facts about Pax Small Cap Fund (PXSCX) and River Oak Discovery Fund (RIVSX).
PXSCX is managed by Pax World. It was launched on Mar 27, 2008. RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005.
Performance
PXSCX vs. RIVSX - Performance Comparison
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PXSCX vs. RIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PXSCX Pax Small Cap Fund | -4.72% | 11.53% | 14.55% | 13.51% | -22.99% | 30.34% | 11.81% | 23.29% | -15.96% | 8.78% |
RIVSX River Oak Discovery Fund | 4.25% | 9.11% | 4.42% | 8.18% | -14.53% | 24.78% | 29.00% | 30.36% | -13.72% | 11.33% |
Returns By Period
In the year-to-date period, PXSCX achieves a -4.72% return, which is significantly lower than RIVSX's 4.25% return. Over the past 10 years, PXSCX has underperformed RIVSX with an annualized return of 7.11%, while RIVSX has yielded a comparatively higher 9.61% annualized return.
PXSCX
- 1D
- -0.63%
- 1M
- -8.63%
- YTD
- -4.72%
- 6M
- -1.60%
- 1Y
- 16.75%
- 3Y*
- 9.54%
- 5Y*
- 4.06%
- 10Y*
- 7.11%
RIVSX
- 1D
- -0.97%
- 1M
- -7.33%
- YTD
- 4.25%
- 6M
- 8.20%
- 1Y
- 24.27%
- 3Y*
- 7.47%
- 5Y*
- 4.09%
- 10Y*
- 9.61%
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PXSCX vs. RIVSX - Expense Ratio Comparison
PXSCX has a 1.15% expense ratio, which is lower than RIVSX's 1.18% expense ratio.
Return for Risk
PXSCX vs. RIVSX — Risk / Return Rank
PXSCX
RIVSX
PXSCX vs. RIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pax Small Cap Fund (PXSCX) and River Oak Discovery Fund (RIVSX). 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.
| PXSCX | RIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.09 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.67 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.73 | -0.74 |
Martin ratioReturn relative to average drawdown | 4.02 | 6.62 | -2.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PXSCX | RIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.09 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.20 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.44 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.33 | +0.05 |
Correlation
The correlation between PXSCX and RIVSX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PXSCX vs. RIVSX - Dividend Comparison
PXSCX's dividend yield for the trailing twelve months is around 6.79%, more than RIVSX's 0.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXSCX Pax Small Cap Fund | 6.79% | 6.47% | 5.19% | 0.00% | 2.47% | 9.60% | 3.87% | 0.89% | 14.72% | 1.56% | 2.24% | 0.64% |
RIVSX River Oak Discovery Fund | 0.28% | 0.29% | 0.00% | 0.00% | 0.15% | 16.84% | 14.54% | 3.81% | 17.54% | 5.48% | 0.00% | 0.11% |
Drawdowns
PXSCX vs. RIVSX - Drawdown Comparison
The maximum PXSCX drawdown since its inception was -51.55%, smaller than the maximum RIVSX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for PXSCX and RIVSX.
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Drawdown Indicators
| PXSCX | RIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.55% | -60.61% | +9.06% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -12.41% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -32.25% | -25.75% | -6.50% |
Max Drawdown (10Y)Largest decline over 10 years | -41.38% | -41.45% | +0.07% |
Current DrawdownCurrent decline from peak | -11.06% | -9.11% | -1.95% |
Average DrawdownAverage peak-to-trough decline | -9.34% | -10.57% | +1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 3.24% | +0.14% |
Volatility
PXSCX vs. RIVSX - Volatility Comparison
Pax Small Cap Fund (PXSCX) and River Oak Discovery Fund (RIVSX) have volatilities of 5.68% and 5.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PXSCX | RIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.68% | 5.47% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 12.27% | 13.56% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.46% | 22.40% | -0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.63% | 20.34% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.78% | 21.87% | -1.09% |