Rydex Basic Materials Fund (RYBIX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYBIX
RYBIX charges 1.36% annually. There are 65 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | RYBIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | RYBIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | RYBIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | RYBIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | RYBIX vs PRNEX |
Best Risk-Adjusted Alternatives to RYBIX
RYBIX has a PortfoliosLab risk / return rank of 18. There are 73 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | RYBIX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 94 | — | May 2007 | RYBIX vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | RYBIX vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | RYBIX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | RYBIX vs EIPIX |
Top Performing RYBIX Alternatives (YTD)
RYBIX is at 5.63% YTD. There are 79 mutual funds in the Energy Equities category with higher YTD returns, going as high as 55.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 55.57% | — | Jun 2006 | RYBIX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.07% | — | Aug 2007 | RYBIX vs SRV | |
| Rydex Energy Services Fund | 34.99% | — | Mar 1998 | RYBIX vs RYVIX | |
| Recurrent MLP & Infrastructure Fund | 33.65% | — | Nov 2017 | RYBIX vs RMLPX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | RYBIX vs MLOZX |
Lowest Volatility Alternatives to RYBIX
RYBIX has 25.19% 1-year volatility. There are 83 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | RYBIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | RYBIX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | RYBIX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.09% | — | May 2004 | RYBIX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.15% | — | Jan 2018 | RYBIX vs DHIVX |
Lowest Drawdown Alternatives to RYBIX
RYBIX has a 1-year max drawdown of -18.86%. There are 83 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | RYBIX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | RYBIX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | RYBIX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | RYBIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | RYBIX vs SBMBX |
Other Mutual Funds from Rydex Funds
The 10 most viewed Rydex Funds mutual funds shown here include RYSIX, RMQAX, RYVYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rydex Electronics Fund | Technology Equities | 93 | 77.01% | — | Mar 1998 | RYBIX vs RYSIX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 46 | 31.90% | — | Nov 2014 | RYBIX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 45 | 32.74% | — | May 2000 | RYBIX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 43 | 18.57% | — | May 2000 | RYBIX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 41 | 9.55% | — | Dec 2015 | RYBIX vs RYDAX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 45 | 29.02% | — | Feb 2004 | RYBIX vs RYGRX | |
| Rydex Precious Metals Fund | Precious Metals | 22 | -9.53% | — | Nov 1993 | RYBIX vs RYPMX | |
| Rydex Inverse S&P 500 Strategy Fund | Inverse Equities | 0 | -8.00% | — | Jan 1994 | RYBIX vs RYURX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 0 | -15.47% | — | Sep 1998 | RYBIX vs RYAIX | |
| Rydex Technology Fund | Technology Equities | 67 | 30.25% | — | Apr 1998 | RYBIX vs RYTIX |
Often Compared With RYBIX
Investors most often compare RYBIX with RYRRX, GAGEX, RYTPX. These 11 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rydex Russell 2000 Fund | Small Cap Blend Equities | 57 | 19.67% | — | May 2006 | RYBIX vs RYRRX | |
| Guinness Atkinson Global Energy Fund | Energy Equities | 56 | 25.89% | — | Jun 2004 | RYBIX vs GAGEX | |
| Rydex Inverse S&P 500 2x Strategy Fund | Inverse Equities | 0 | -16.84% | — | May 2000 | RYBIX vs RYTPX | |
| GMO Resources Fund | Energy Equities | 71 | 18.58% | — | Dec 2011 | RYBIX vs GOFIX | |
| Fidelity Select Energy Portfolio | Energy Equities | 62 | 30.30% | — | Jul 1981 | RYBIX vs FSENX | |
| Russell Investments Global Infrastructure Fund | Energy Equities | 58 | 11.07% | — | Sep 2010 | RYBIX vs RGIYX | |
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 32 | 15.83% | — | Feb 2004 | RYBIX vs RYCKX | |
| Cavanal Hill World Energy Fund | Energy Equities | 64 | 25.21% | — | Feb 2014 | RYBIX vs APWEX | |
| Rydex Energy Fund | Energy Equities | 51 | 26.34% | — | Apr 1998 | RYBIX vs RYEIX | |
| Rydex Nova Fund | Leveraged Equities | 48 | 14.72% | — | Jul 1993 | RYBIX vs RYNVX | |
| Franklin Natural Resources Fund | Energy Equities | 83 | 16.40% | — | Jun 1995 | RYBIX vs FRNRX |
Compare RYBIX with Any Fund or Stock
Compare RYBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYBIX with funds that move differently
Rydex Basic Materials Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYBIX.
Explore RYBIX Diversifiers