RPXIX vs. ADX
Compare and contrast key facts about RiverPark Large Growth Fund (RPXIX) and Adams Diversified Equity Fund, Inc. (ADX).
RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
RPXIX vs. ADX - Performance Comparison
Loading graphics...
RPXIX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | -13.34% | 13.18% | 22.55% | 51.57% | -47.37% | 1.09% | 55.28% | 32.49% | -4.78% | 30.27% |
ADX Adams Diversified Equity Fund, Inc. | -4.23% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, RPXIX achieves a -13.34% return, which is significantly lower than ADX's -4.23% return. Over the past 10 years, RPXIX has underperformed ADX with an annualized return of 10.12%, while ADX has yielded a comparatively higher 16.41% annualized return.
RPXIX
- 1D
- 0.28%
- 1M
- -8.04%
- YTD
- -13.34%
- 6M
- -12.24%
- 1Y
- 5.71%
- 3Y*
- 16.04%
- 5Y*
- -1.11%
- 10Y*
- 10.12%
ADX
- 1D
- 4.04%
- 1M
- -5.48%
- YTD
- -4.23%
- 6M
- 2.17%
- 1Y
- 25.55%
- 3Y*
- 23.81%
- 5Y*
- 14.65%
- 10Y*
- 16.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RPXIX vs. ADX - Expense Ratio Comparison
RPXIX has a 0.91% expense ratio, which is higher than ADX's 0.59% expense ratio.
Return for Risk
RPXIX vs. ADX — Risk / Return Rank
RPXIX
ADX
RPXIX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverPark Large Growth Fund (RPXIX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| RPXIX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 1.38 | -1.10 |
Sortino ratioReturn per unit of downside risk | 0.56 | 2.06 | -1.49 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.29 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 2.33 | -2.13 |
Martin ratioReturn relative to average drawdown | 0.71 | 10.84 | -10.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RPXIX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 1.38 | -1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.86 | -0.90 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.92 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.09 | +0.37 |
Correlation
The correlation between RPXIX and ADX is 0.82, 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
RPXIX vs. ADX - Dividend Comparison
RPXIX's dividend yield for the trailing twelve months is around 10.56%, more than ADX's 8.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | 10.56% | 9.15% | 7.22% | 0.00% | 0.01% | 3.79% | 6.69% | 11.76% | 15.17% | 9.01% | 0.54% | 1.72% |
ADX Adams Diversified Equity Fund, Inc. | 8.45% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
RPXIX vs. ADX - Drawdown Comparison
The maximum RPXIX drawdown since its inception was -58.56%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for RPXIX and ADX.
Loading graphics...
Drawdown Indicators
| RPXIX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.56% | -71.60% | +13.04% |
Max Drawdown (1Y)Largest decline over 1 year | -15.28% | -11.12% | -4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -58.56% | -25.07% | -33.49% |
Max Drawdown (10Y)Largest decline over 10 years | -58.56% | -37.17% | -21.39% |
Current DrawdownCurrent decline from peak | -20.17% | -6.53% | -13.64% |
Average DrawdownAverage peak-to-trough decline | -11.64% | -23.22% | +11.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 2.39% | +1.91% |
Volatility
RPXIX vs. ADX - Volatility Comparison
The current volatility for RiverPark Large Growth Fund (RPXIX) is 4.87%, while Adams Diversified Equity Fund, Inc. (ADX) has a volatility of 6.18%. This indicates that RPXIX experiences smaller price fluctuations and is considered to be less risky than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RPXIX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 6.18% | -1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.79% | 10.53% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 18.63% | +2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.37% | 17.20% | +9.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.71% | 17.95% | +6.76% |