Direxion Monthly Small Cap Bull 1.75X Fund (DXRLX) belongs to the Leveraged Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DXRLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DXRLX
DXRLX charges 1.35% annually. There are 4 mutual funds in the Leveraged Equities category with lower expense ratios, going as low as 1.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly NASDAQ-100 Bull 1.25X Fund | 1.19% | — | Mar 2016 | DXRLX vs DXNLX | |
| Rydex Nova Fund | 1.23% | — | Jul 1993 | DXRLX vs RYNVX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 1.27% | — | Nov 2014 | DXRLX vs RMQHX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | 1.32% | — | Nov 2014 | DXRLX vs RMQAX | |
| Direxion Monthly S&P 500 Bull 1.75X Fund | 1.35% | — | May 2006 | DXRLX vs DXSLX |
Best Risk-Adjusted Alternatives to DXRLX
DXRLX has a PortfoliosLab risk / return rank of 66. There are 6 mutual funds in the Leveraged Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds Biotechnology UltraSector Fund | 94 | — | Jun 2000 | DXRLX vs BIPIX | |
| ProFunds UltraJapan Fund | 93 | — | Feb 2000 | DXRLX vs UJPIX | |
| ProFunds Pharmaceuticals UltraSector Fund | 92 | — | Jun 2000 | DXRLX vs PHPIX | |
| ProFunds UltraLatin America Fund | 78 | — | Oct 2007 | DXRLX vs UBPIX | |
| Rydex Japan 2x Strategy Fund | 73 | — | Feb 2008 | DXRLX vs RYJSX |
Top Performing DXRLX Alternatives (YTD)
DXRLX is at 33.49% YTD. There are 9 mutual funds in the Leveraged Equities category with higher YTD returns, going as high as 71.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds UltraJapan Fund | 71.77% | — | Feb 2000 | DXRLX vs UJPIX | |
| ProFunds Semiconductor UltraSector Fund Investor C... | 58.51% | — | Jun 2000 | DXRLX vs SMPIX | |
| Rydex Japan 2x Strategy Fund | 53.96% | — | Feb 2008 | DXRLX vs RYJSX | |
| ProFunds Biotechnology UltraSector Fund | 40.06% | — | Jun 2000 | DXRLX vs BIPIX | |
| ProFunds UltraSector Oil & Gas Fund | 39.97% | — | Jun 2000 | DXRLX vs ENPIX |
Lowest Volatility Alternatives to DXRLX
DXRLX has 34.11% 1-year volatility. There are 27 mutual funds in the Leveraged Equities category with lower 1-year volatility, going as low as 12.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds Bull Investor Fund | 12.54% | — | Nov 1997 | DXRLX vs BLPIX | |
| Rydex Nova Fund | 18.85% | — | Jul 1993 | DXRLX vs RYNVX | |
| ProFunds Consumer Goods UltraSector Fund | 20.15% | — | Jan 2004 | DXRLX vs CNPIX | |
| Rydex Europe 1.25x Strategy Fund | 20.23% | — | May 2000 | DXRLX vs RYEUX | |
| Communication Services UltraSector ProFund | 20.71% | — | Jun 2000 | DXRLX vs WCPIX |
Lowest Drawdown Alternatives to DXRLX
DXRLX has a 1-year max drawdown of -19.38%. There are 20 mutual funds in the Leveraged Equities category with shallower 1-year drawdowns, going as shallow as -9.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds Bull Investor Fund | -9.21% | — | Nov 1997 | DXRLX vs BLPIX | |
| ProFunds Real Estate UltraSector Fund | -12.68% | — | Jun 2000 | DXRLX vs REPIX | |
| Rydex Mid-Cap 1.5x Strategy Fund | -13.50% | — | Aug 2001 | DXRLX vs RYMDX | |
| Rydex Nova Fund | -13.84% | — | Jul 1993 | DXRLX vs RYNVX | |
| ProFunds Consumer Goods UltraSector Fund | -14.47% | — | Jan 2004 | DXRLX vs CNPIX |
Other Mutual Funds from Direxion
The 6 most viewed Direxion mutual funds shown here include DXQLX, DXHYX, DXKLX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Direxion Monthly NASDAQ-100 Bull 1.75X Fund | Leveraged Equities | 41 | 25.88% | — | May 2006 | DXRLX vs DXQLX | |
| Direxion Monthly High Yield Bull 1.2X Fund | Leveraged Bonds | 25 | 0.71% | — | Feb 2016 | DXRLX vs DXHYX | |
| Direxion Monthly 7-10 Year Treasury Bull 1.75X Fun... | Leveraged Bonds | 3 | -4.36% | — | Mar 2005 | DXRLX vs DXKLX | |
| Hilton Tactical Income Fund Institutional Class | Tactical Allocation | 44 | 3.01% | — | Sep 2013 | DXRLX vs HCYIX | |
| Direxion Monthly 7-10 Year Treasury Bear 1.75X Fun... | Inverse Bonds | 6 | 5.67% | — | May 2004 | DXRLX vs DXKSX | |
| Hilton Tactical Income Fund | Tactical Allocation | 40 | 2.81% | — | Sep 2013 | DXRLX vs HCYAX |
Often Compared With DXRLX
Investors most often compare DXRLX with UWM, UUPIX, IDPIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare DXRLX with Any Fund or Stock
Compare DXRLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DXRLX with funds that move differently
Direxion Monthly Small Cap Bull 1.75X Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DXRLX.
Explore DXRLX Diversifiers