RPXIX vs. WPGTX
Compare and contrast key facts about RiverPark Large Growth Fund (RPXIX) and WPG Partners Small/Micro Cap Value Fund (WPGTX).
RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010. WPGTX is managed by Boston Partners. It was launched on Mar 30, 1972.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPXIX or WPGTX.
Key characteristics
| RPXIX | WPGTX | |
|---|---|---|
| YTD Return | 13.76% | 11.75% |
| 1Y Return | 31.04% | 21.50% |
| 3Y Return (Ann) | -5.39% | 12.05% |
| 5Y Return (Ann) | 10.46% | 14.16% |
| 10Y Return (Ann) | 10.38% | 5.60% |
| Sharpe Ratio | 1.75 | 1.26 |
| Daily Std Dev | 16.72% | 16.14% |
| Max Drawdown | -54.53% | -68.68% |
| Current Drawdown | -17.09% | -1.94% |
Correlation
The correlation between RPXIX and WPGTX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RPXIX vs. WPGTX - Performance Comparison
In the year-to-date period, RPXIX achieves a 13.76% return, which is significantly higher than WPGTX's 11.75% return. Over the past 10 years, RPXIX has outperformed WPGTX with an annualized return of 10.38%, while WPGTX has yielded a comparatively lower 5.60% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RPXIX vs. WPGTX - Expense Ratio Comparison
RPXIX has a 0.91% expense ratio, which is lower than WPGTX's 1.10% expense ratio.
Risk-Adjusted Performance
RPXIX vs. WPGTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverPark Large Growth Fund (RPXIX) and WPG Partners Small/Micro Cap Value Fund (WPGTX). 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.
Dividends
RPXIX vs. WPGTX - Dividend Comparison
RPXIX has not paid dividends to shareholders, while WPGTX's dividend yield for the trailing twelve months is around 6.78%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | 0.00% | 0.00% | 0.01% | 13.26% | 6.69% | 11.76% | 15.17% | 9.01% | 0.67% | 1.86% | 3.05% | 0.94% |
WPGTX WPG Partners Small/Micro Cap Value Fund | 6.78% | 7.58% | 17.82% | 1.47% | 0.64% | 0.44% | 0.40% | 6.83% | 0.42% | 3.03% | 13.62% | 9.34% |
Drawdowns
RPXIX vs. WPGTX - Drawdown Comparison
The maximum RPXIX drawdown since its inception was -54.53%, smaller than the maximum WPGTX drawdown of -68.68%. Use the drawdown chart below to compare losses from any high point for RPXIX and WPGTX. For additional features, visit the drawdowns tool.
Volatility
RPXIX vs. WPGTX - Volatility Comparison
The current volatility for RiverPark Large Growth Fund (RPXIX) is 4.43%, while WPG Partners Small/Micro Cap Value Fund (WPGTX) has a volatility of 5.22%. This indicates that RPXIX experiences smaller price fluctuations and is considered to be less risky than WPGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.