RWGIX vs. RPXIX
RWGIX (Wedgewood Fund) and RPXIX (RiverPark Large Growth Fund) are both Large Cap Growth Equities funds from RiverPark Funds. Over the past 10 years, RWGIX returned 24.76%/yr vs 11.35%/yr for RPXIX. Their correlation of 0.89 means they have usually moved in the same direction. RWGIX charges 0.95%/yr vs 0.91%/yr for RPXIX.
Performance
RWGIX vs. RPXIX - Performance Comparison
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Returns By Period
In the year-to-date period, RWGIX achieves a 2.85% return, which is significantly higher than RPXIX's 0.38% return. Over the past 10 years, RWGIX has outperformed RPXIX with an annualized return of 24.76%, while RPXIX has yielded a comparatively lower 11.35% annualized return.
RWGIX
- 1D
- 0.00%
- 1M
- -1.75%
- 6M
- 2.02%
- YTD
- 2.85%
- 1Y
- 6.09%
- 3Y*
- 13.67%
- 5Y*
- 30.11%
- 10Y*
- 24.76%
- ALL TIME*
- 19.33%
RPXIX
- 1D
- 1.17%
- 1M
- -0.91%
- 6M
- 2.27%
- YTD
- 0.38%
- 1Y
- 6.92%
- 3Y*
- 14.76%
- 5Y*
- -1.07%
- 10Y*
- 11.35%
- ALL TIME*
- 11.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
RWGIX Wedgewood Fund | $0.00 | $0.00 | $0.00 |
RWGIX vs. RPXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWGIX Wedgewood Fund | 2.85% | 4.33% | 29.94% | 29.09% | -26.13% | 242.06% | 31.48% | 32.67% | -6.36% | 20.04% |
RPXIX RiverPark Large Growth Fund | 0.38% | 13.18% | 22.55% | 51.57% | -47.37% | 1.09% | 55.28% | 32.49% | -4.78% | 30.27% |
Correlation
The correlation between RWGIX and RPXIX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011 | 0.89 |
The correlation between RWGIX and RPXIX has been stable across timeframes, ranging from 0.84 to 0.89 - a consistent structural relationship.
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Return for Risk
RWGIX vs. RPXIX — Risk / Return Rank
RWGIX
RPXIX
RWGIX vs. RPXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wedgewood Fund (RWGIX) and RiverPark Large Growth Fund (RPXIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RWGIX | RPXIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.06 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.41 | 0.30 | +0.11 |
| Martin ratioReturn relative to average drawdown | 1.41 | 0.97 | +0.44 |
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Drawdowns
RWGIX vs. RPXIX - Drawdown Comparison
The maximum RWGIX drawdown since its inception was -47.12%, smaller than the maximum RPXIX drawdown of -58.56%. Use the drawdown chart below to compare losses from any high point for RWGIX and RPXIX.
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Drawdown Indicators
| RWGIX | RPXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.12% | -58.56% | +11.44% |
Max Drawdown (1Y)Largest decline over 1 year | -12.05% | -15.28% | +3.23% |
Max Drawdown (3Y)Largest decline over 3 years | -19.16% | -21.93% | +2.77% |
Max Drawdown (5Y)Largest decline over 5 years | -30.62% | -58.49% | +27.87% |
Max Drawdown (10Y)Largest decline over 10 years | -47.12% | -58.56% | +11.44% |
Current DrawdownCurrent decline from peak | -2.51% | -7.53% | +5.02% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -11.59% | +4.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 4.65% | -1.17% |
Volatility
RWGIX vs. RPXIX - Volatility Comparison
Wedgewood Fund (RWGIX) and RiverPark Large Growth Fund (RPXIX) have volatilities of 3.88% and 3.91%, 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
| RWGIX | RPXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 3.91% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 11.00% | 12.18% | -1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.83% | 15.21% | -1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 76.20% | 26.33% | +49.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 57.94% | 24.71% | +33.23% |
RWGIX vs. RPXIX - Expense Ratio Comparison
RWGIX has a 0.95% expense ratio, which is higher than RPXIX's 0.91% expense ratio.
Dividends
RWGIX vs. RPXIX - Dividend Comparison
RWGIX's dividend yield for the trailing twelve months is around 11.18%, more than RPXIX's 9.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | 9.11% | 9.15% | 7.22% | 0.00% | 0.01% | 3.79% | 6.69% | 11.76% | 15.17% | 9.01% | 0.54% | 1.72% |
RWGIX Wedgewood Fund | 11.18% | 11.50% | 15.61% | 2.14% | 15.90% | 71.14% | 88.03% | 39.95% | 124.71% | 16.61% | 0.17% | 4.63% |
Frequently Asked Questions
RWGIX and RPXIX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RPXIX has higher volatility (3.91%) compared to RWGIX (3.88%). In terms of maximum drawdown, RWGIX dropped -47.12% vs RPXIX's -58.56%.
RWGIX currently has the higher Sharpe Ratio (0.36 vs 0.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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