WEBAX vs. RPFCX
WEBAX (TETON Westwood Balanced Fund) and RPFCX (Davis Appreciation & Income Fund) are both Diversified Portfolio funds. Over the past 10 years, WEBAX returned 6.66%/yr vs 10.73%/yr for RPFCX. Their correlation of 0.81 means they have usually moved in the same direction. WEBAX charges 1.41%/yr vs 1.00%/yr for RPFCX.
Performance
WEBAX vs. RPFCX - Performance Comparison
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Returns By Period
In the year-to-date period, WEBAX achieves a 6.18% return, which is significantly lower than RPFCX's 15.33% return. Over the past 10 years, WEBAX has underperformed RPFCX with an annualized return of 6.66%, while RPFCX has yielded a comparatively higher 10.73% annualized return.
WEBAX
- 1D
- 0.91%
- 1M
- 1.22%
- 6M
- 4.08%
- YTD
- 6.18%
- 1Y
- 9.49%
- 3Y*
- 9.21%
- 5Y*
- 4.75%
- 10Y*
- 6.66%
- ALL TIME*
- 7.93%
RPFCX
- 1D
- 0.70%
- 1M
- 2.66%
- 6M
- 11.47%
- YTD
- 15.33%
- 1Y
- 29.64%
- 3Y*
- 17.36%
- 5Y*
- 10.22%
- 10Y*
- 10.73%
- ALL TIME*
- 8.51%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WEBAX vs. RPFCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WEBAX TETON Westwood Balanced Fund | 6.18% | 7.91% | 9.63% | 9.71% | -12.42% | 14.66% | 4.60% | 18.75% | -3.66% | 14.15% |
RPFCX Davis Appreciation & Income Fund | 15.33% | 20.90% | 9.10% | 23.00% | -15.65% | 25.74% | 4.74% | 20.33% | -8.02% | 16.35% |
Correlation
The correlation between WEBAX and RPFCX is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 1993 | 0.81 |
The correlation between WEBAX and RPFCX has been stable across timeframes, ranging from 0.77 to 0.84 - a consistent structural relationship.
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Return for Risk
WEBAX vs. RPFCX — Risk / Return Rank
WEBAX
RPFCX
WEBAX vs. RPFCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TETON Westwood Balanced Fund (WEBAX) and Davis Appreciation & Income Fund (RPFCX). 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.
| WEBAX | RPFCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.02 | ||
| Sortino ratioReturn per unit of downside risk | -2.89 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.62 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | 1.86 | 4.51 | -2.65 |
| Martin ratioReturn relative to average drawdown | 7.51 | 17.99 | -10.49 |
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Drawdowns
WEBAX vs. RPFCX - Drawdown Comparison
The maximum WEBAX drawdown since its inception was -34.24%, smaller than the maximum RPFCX drawdown of -56.39%. Use the drawdown chart below to compare losses from any high point for WEBAX and RPFCX.
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Drawdown Indicators
| WEBAX | RPFCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.24% | -56.39% | +22.15% |
Max Drawdown (1Y)Largest decline over 1 year | -5.73% | -6.76% | +1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -10.44% | -14.82% | +4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -25.63% | +6.43% |
Max Drawdown (10Y)Largest decline over 10 years | -23.43% | -30.72% | +7.29% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.81% | -7.39% | +3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.41% | 1.69% | -0.28% |
Volatility
WEBAX vs. RPFCX - Volatility Comparison
TETON Westwood Balanced Fund (WEBAX) and Davis Appreciation & Income Fund (RPFCX) have volatilities of 2.05% and 2.05%, 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
| WEBAX | RPFCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.05% | 2.05% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 6.24% | 6.74% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.78% | 8.99% | -1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.24% | 14.04% | -3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.72% | 14.76% | -4.04% |
WEBAX vs. RPFCX - Expense Ratio Comparison
WEBAX has a 1.41% expense ratio, which is higher than RPFCX's 1.00% expense ratio.
Dividends
WEBAX vs. RPFCX - Dividend Comparison
WEBAX's dividend yield for the trailing twelve months is around 13.45%, more than RPFCX's 5.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPFCX Davis Appreciation & Income Fund | 5.61% | 6.09% | 1.11% | 2.91% | 2.63% | 0.28% | 0.78% | 2.03% | 1.09% | 0.83% | 1.09% | 1.19% |
WEBAX TETON Westwood Balanced Fund | 13.45% | 14.68% | 7.48% | 3.69% | 7.37% | 13.13% | 5.13% | 7.79% | 13.20% | 7.23% | 6.40% | 8.36% |
Frequently Asked Questions
WEBAX and RPFCX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RPFCX has higher volatility (2.05%) compared to WEBAX (2.05%). In terms of maximum drawdown, WEBAX dropped -34.24% vs RPFCX's -56.39%.
RPFCX currently has the higher Sharpe Ratio (3.39 vs 1.37), 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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