WPLCX vs. RPXIX
Compare and contrast key facts about WP Large Cap Income Plus Fund (WPLCX) and RiverPark Large Growth Fund (RPXIX).
WPLCX is managed by WP Trust. It was launched on Oct 10, 2013. RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WPLCX or RPXIX.
Correlation
The correlation between WPLCX and RPXIX is 0.72, 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.
Performance
WPLCX vs. RPXIX - Performance Comparison
Key characteristics
WPLCX:
1.70
RPXIX:
0.82
WPLCX:
2.37
RPXIX:
1.13
WPLCX:
1.31
RPXIX:
1.16
WPLCX:
1.09
RPXIX:
0.40
WPLCX:
6.53
RPXIX:
3.12
WPLCX:
4.10%
RPXIX:
4.42%
WPLCX:
15.69%
RPXIX:
16.77%
WPLCX:
-66.21%
RPXIX:
-59.98%
WPLCX:
-5.21%
RPXIX:
-22.50%
Returns By Period
In the year-to-date period, WPLCX achieves a 6.11% return, which is significantly higher than RPXIX's 5.47% return. Over the past 10 years, WPLCX has outperformed RPXIX with an annualized return of 5.49%, while RPXIX has yielded a comparatively lower 4.74% annualized return.
WPLCX
6.11%
3.00%
11.72%
23.71%
-1.02%
5.49%
RPXIX
5.47%
4.25%
6.30%
12.50%
4.37%
4.74%
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WPLCX vs. RPXIX - Expense Ratio Comparison
WPLCX has a 2.33% expense ratio, which is higher than RPXIX's 0.91% expense ratio.
Risk-Adjusted Performance
WPLCX vs. RPXIX — Risk-Adjusted Performance Rank
WPLCX
RPXIX
WPLCX vs. RPXIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WP Large Cap Income Plus Fund (WPLCX) 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.
Dividends
WPLCX vs. RPXIX - Dividend Comparison
Neither WPLCX nor RPXIX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPLCX WP Large Cap Income Plus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.28% | 0.43% | 0.47% | 0.11% | 0.46% | 0.18% | 0.19% | 0.00% |
RPXIX RiverPark Large Growth Fund | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.66% | 0.15% | 0.26% |
Drawdowns
WPLCX vs. RPXIX - Drawdown Comparison
The maximum WPLCX drawdown since its inception was -66.21%, which is greater than RPXIX's maximum drawdown of -59.98%. Use the drawdown chart below to compare losses from any high point for WPLCX and RPXIX. For additional features, visit the drawdowns tool.
Volatility
WPLCX vs. RPXIX - Volatility Comparison
WP Large Cap Income Plus Fund (WPLCX) and RiverPark Large Growth Fund (RPXIX) have volatilities of 3.19% and 3.20%, 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.