SSLCX vs. RIVSX
Compare and contrast key facts about DWS Small Cap Core Fund (SSLCX) and River Oak Discovery Fund (RIVSX).
SSLCX is managed by DWS. It was launched on Jul 14, 2000. RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005.
Performance
SSLCX vs. RIVSX - Performance Comparison
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SSLCX vs. RIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSLCX DWS Small Cap Core Fund | 0.38% | 4.99% | 9.85% | 13.09% | -13.53% | 41.16% | 14.65% | 21.72% | -14.28% | 11.63% |
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% |
Returns By Period
In the year-to-date period, SSLCX achieves a 0.38% return, which is significantly lower than RIVSX's 4.25% return. Both investments have delivered pretty close results over the past 10 years, with SSLCX having a 9.91% annualized return and RIVSX not far behind at 9.61%.
SSLCX
- 1D
- -1.07%
- 1M
- -3.24%
- YTD
- 0.38%
- 6M
- -2.12%
- 1Y
- 8.58%
- 3Y*
- 8.94%
- 5Y*
- 5.62%
- 10Y*
- 9.91%
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%
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SSLCX vs. RIVSX - Expense Ratio Comparison
SSLCX has a 0.95% expense ratio, which is lower than RIVSX's 1.18% expense ratio.
Return for Risk
SSLCX vs. RIVSX — Risk / Return Rank
SSLCX
RIVSX
SSLCX vs. RIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Small Cap Core Fund (SSLCX) and River Oak Discovery Fund (RIVSX). 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.
| SSLCX | RIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 1.09 | -0.59 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.67 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.22 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.73 | -1.11 |
Martin ratioReturn relative to average drawdown | 2.03 | 6.62 | -4.60 |
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
| SSLCX | RIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 1.09 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.20 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.44 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.33 | +0.04 |
Correlation
The correlation between SSLCX and RIVSX 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
SSLCX vs. RIVSX - Dividend Comparison
SSLCX's dividend yield for the trailing twelve months is around 1.20%, more than RIVSX's 0.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSLCX DWS Small Cap Core Fund | 1.20% | 1.21% | 1.52% | 0.68% | 1.07% | 1.67% | 0.35% | 0.16% | 5.99% | 5.78% | 0.60% | 8.42% |
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% |
Drawdowns
SSLCX vs. RIVSX - Drawdown Comparison
The maximum SSLCX drawdown since its inception was -63.14%, roughly equal to the maximum RIVSX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for SSLCX and RIVSX.
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Drawdown Indicators
| SSLCX | RIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.14% | -60.61% | -2.53% |
Max Drawdown (1Y)Largest decline over 1 year | -10.06% | -12.41% | +2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -22.57% | -25.75% | +3.18% |
Max Drawdown (10Y)Largest decline over 10 years | -48.07% | -41.45% | -6.62% |
Current DrawdownCurrent decline from peak | -5.55% | -9.11% | +3.56% |
Average DrawdownAverage peak-to-trough decline | -11.38% | -10.57% | -0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 3.24% | -0.15% |
Volatility
SSLCX vs. RIVSX - Volatility Comparison
The current volatility for DWS Small Cap Core Fund (SSLCX) is 4.67%, while River Oak Discovery Fund (RIVSX) has a volatility of 5.47%. This indicates that SSLCX experiences smaller price fluctuations and is considered to be less risky than RIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSLCX | RIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.67% | 5.47% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 13.56% | -2.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.54% | 22.40% | -4.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.64% | 20.34% | -2.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.06% | 21.87% | -0.81% |