RIVSX vs. GABSX
Compare and contrast key facts about River Oak Discovery Fund (RIVSX) and Gabelli Small Cap Growth Fund (GABSX).
RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005. GABSX is managed by Gabelli. It was launched on Oct 22, 1991.
Performance
RIVSX vs. GABSX - Performance Comparison
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RIVSX vs. GABSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RIVSX River Oak Discovery Fund | 7.17% | 9.11% | 4.42% | 8.18% | -14.53% | 24.78% | 29.00% | 30.36% | -13.72% | 11.33% |
GABSX Gabelli Small Cap Growth Fund | 2.01% | 8.65% | 10.22% | 21.45% | -12.63% | 24.82% | 13.63% | 21.56% | -15.25% | 19.05% |
Returns By Period
In the year-to-date period, RIVSX achieves a 7.17% return, which is significantly higher than GABSX's 2.01% return. Both investments have delivered pretty close results over the past 10 years, with RIVSX having a 9.92% annualized return and GABSX not far ahead at 9.96%.
RIVSX
- 1D
- 2.80%
- 1M
- -5.29%
- YTD
- 7.17%
- 6M
- 10.76%
- 1Y
- 26.82%
- 3Y*
- 8.46%
- 5Y*
- 4.05%
- 10Y*
- 9.92%
GABSX
- 1D
- 2.40%
- 1M
- -7.47%
- YTD
- 2.01%
- 6M
- 3.50%
- 1Y
- 16.58%
- 3Y*
- 11.98%
- 5Y*
- 7.40%
- 10Y*
- 9.96%
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RIVSX vs. GABSX - Expense Ratio Comparison
RIVSX has a 1.18% expense ratio, which is lower than GABSX's 1.38% expense ratio.
Return for Risk
RIVSX vs. GABSX — Risk / Return Rank
RIVSX
GABSX
RIVSX vs. GABSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for River Oak Discovery Fund (RIVSX) and Gabelli Small Cap Growth Fund (GABSX). 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.
| RIVSX | GABSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.86 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.36 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 1.32 | +0.91 |
Martin ratioReturn relative to average drawdown | 8.50 | 4.48 | +4.02 |
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
| RIVSX | GABSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.86 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.39 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.50 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.63 | -0.30 |
Correlation
The correlation between RIVSX and GABSX is 0.88, 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
RIVSX vs. GABSX - Dividend Comparison
RIVSX's dividend yield for the trailing twelve months is around 0.27%, less than GABSX's 3.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RIVSX River Oak Discovery Fund | 0.27% | 0.29% | 0.00% | 0.00% | 0.15% | 16.84% | 14.54% | 3.81% | 17.54% | 5.48% | 0.00% | 0.11% |
GABSX Gabelli Small Cap Growth Fund | 3.90% | 3.98% | 6.61% | 8.68% | 9.53% | 13.50% | 22.21% | 21.36% | 4.70% | 5.38% | 3.87% | 3.78% |
Drawdowns
RIVSX vs. GABSX - Drawdown Comparison
The maximum RIVSX drawdown since its inception was -60.61%, which is greater than GABSX's maximum drawdown of -57.24%. Use the drawdown chart below to compare losses from any high point for RIVSX and GABSX.
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Drawdown Indicators
| RIVSX | GABSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.61% | -57.24% | -3.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -13.07% | +0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -25.19% | -0.56% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -40.74% | -0.71% |
Current DrawdownCurrent decline from peak | -6.56% | -8.66% | +2.10% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -7.00% | -3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 3.86% | -0.59% |
Volatility
RIVSX vs. GABSX - Volatility Comparison
River Oak Discovery Fund (RIVSX) and Gabelli Small Cap Growth Fund (GABSX) have volatilities of 6.25% and 6.21%, 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
| RIVSX | GABSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 6.21% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 13.82% | 11.55% | +2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.52% | 20.29% | +2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.37% | 19.00% | +1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.88% | 19.91% | +1.97% |