WPVLX vs. RPXIX
Compare and contrast key facts about Weitz Partners Value Fund (WPVLX) and RiverPark Large Growth Fund (RPXIX).
WPVLX is managed by Weitz. It was launched on Jun 1, 1983. 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: WPVLX or RPXIX.
Key characteristics
WPVLX | RPXIX | |
---|---|---|
YTD Return | 13.88% | 13.84% |
1Y Return | 18.66% | 31.87% |
3Y Return (Ann) | 3.43% | -5.35% |
5Y Return (Ann) | 8.32% | 10.55% |
10Y Return (Ann) | 6.26% | 10.38% |
Sharpe Ratio | 1.38 | 1.89 |
Daily Std Dev | 13.48% | 16.69% |
Max Drawdown | -59.01% | -54.53% |
Current Drawdown | -0.18% | -17.03% |
Correlation
The correlation between WPVLX and RPXIX is 0.83, 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
WPVLX vs. RPXIX - Performance Comparison
The year-to-date returns for both stocks are quite close, with WPVLX having a 13.88% return and RPXIX slightly lower at 13.84%. Over the past 10 years, WPVLX has underperformed RPXIX with an annualized return of 6.26%, while RPXIX has yielded a comparatively higher 10.38% 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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WPVLX vs. RPXIX - Expense Ratio Comparison
WPVLX has a 1.09% expense ratio, which is higher than RPXIX's 0.91% expense ratio.
Risk-Adjusted Performance
WPVLX vs. RPXIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Partners Value Fund (WPVLX) 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
WPVLX vs. RPXIX - Dividend Comparison
WPVLX's dividend yield for the trailing twelve months is around 1.58%, while RPXIX has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Weitz Partners Value Fund | 1.58% | 1.80% | 7.32% | 6.72% | 10.93% | 7.09% | 9.27% | 2.32% | 0.00% | 13.92% | 3.24% | 0.00% |
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% |
Drawdowns
WPVLX vs. RPXIX - Drawdown Comparison
The maximum WPVLX drawdown since its inception was -59.01%, which is greater than RPXIX's maximum drawdown of -54.53%. Use the drawdown chart below to compare losses from any high point for WPVLX and RPXIX. For additional features, visit the drawdowns tool.
Volatility
WPVLX vs. RPXIX - Volatility Comparison
The current volatility for Weitz Partners Value Fund (WPVLX) is 2.69%, while RiverPark Large Growth Fund (RPXIX) has a volatility of 4.29%. This indicates that WPVLX experiences smaller price fluctuations and is considered to be less risky than RPXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.