RIVSX vs. TSCSX
Compare and contrast key facts about River Oak Discovery Fund (RIVSX) and Thrivent Small Cap Stock Fund Class S (TSCSX).
RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005. TSCSX is managed by Thrivent. It was launched on Jul 1, 1996.
Performance
RIVSX vs. TSCSX - Performance Comparison
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RIVSX vs. TSCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
TSCSX Thrivent Small Cap Stock Fund Class S | -3.28% | 2.36% | 12.73% | 12.47% | -10.94% | 24.22% | 22.87% | 27.92% | -10.52% | 21.22% |
Returns By Period
In the year-to-date period, RIVSX achieves a 4.25% return, which is significantly higher than TSCSX's -3.28% return. Over the past 10 years, RIVSX has underperformed TSCSX with an annualized return of 9.61%, while TSCSX has yielded a comparatively higher 11.51% annualized return.
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%
TSCSX
- 1D
- -1.17%
- 1M
- -9.54%
- YTD
- -3.28%
- 6M
- -1.94%
- 1Y
- 10.06%
- 3Y*
- 6.13%
- 5Y*
- 4.01%
- 10Y*
- 11.51%
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RIVSX vs. TSCSX - Expense Ratio Comparison
RIVSX has a 1.18% expense ratio, which is higher than TSCSX's 0.80% expense ratio.
Return for Risk
RIVSX vs. TSCSX — Risk / Return Rank
RIVSX
TSCSX
RIVSX vs. TSCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for River Oak Discovery Fund (RIVSX) and Thrivent Small Cap Stock Fund Class S (TSCSX). 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 | TSCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.46 | +0.63 |
Sortino ratioReturn per unit of downside risk | 1.67 | 0.81 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.11 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 0.56 | +1.17 |
Martin ratioReturn relative to average drawdown | 6.62 | 2.01 | +4.61 |
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 | TSCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.46 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.19 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.52 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.39 | -0.06 |
Correlation
The correlation between RIVSX and TSCSX is 0.90, 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. TSCSX - Dividend Comparison
RIVSX's dividend yield for the trailing twelve months is around 0.28%, less than TSCSX's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TSCSX Thrivent Small Cap Stock Fund Class S | 2.44% | 2.36% | 3.18% | 0.46% | 9.60% | 11.33% | 1.60% | 8.72% | 15.00% | 6.68% | 4.19% | 8.34% |
Drawdowns
RIVSX vs. TSCSX - Drawdown Comparison
The maximum RIVSX drawdown since its inception was -60.61%, which is greater than TSCSX's maximum drawdown of -56.66%. Use the drawdown chart below to compare losses from any high point for RIVSX and TSCSX.
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Drawdown Indicators
| RIVSX | TSCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.61% | -56.66% | -3.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -14.31% | +1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -27.04% | +1.29% |
Max Drawdown (10Y)Largest decline over 10 years | -41.45% | -41.63% | +0.18% |
Current DrawdownCurrent decline from peak | -9.11% | -11.36% | +2.25% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -10.29% | -0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.96% | -0.72% |
Volatility
RIVSX vs. TSCSX - Volatility Comparison
The current volatility for River Oak Discovery Fund (RIVSX) is 5.47%, while Thrivent Small Cap Stock Fund Class S (TSCSX) has a volatility of 6.31%. This indicates that RIVSX experiences smaller price fluctuations and is considered to be less risky than TSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIVSX | TSCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 6.31% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 12.48% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.40% | 22.16% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.34% | 21.65% | -1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.87% | 22.08% | -0.21% |