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 69 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% | 11.00B | Oct 2004 | RYBIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 6.90B | Nov 2001 | RYBIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | 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 30. There are 77 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | RYBIX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | RYBIX vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | RYBIX vs RMLPX | |
| Vanguard Energy Fund Admiral Shares | 91 | 6.90B | Nov 2001 | RYBIX vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | RYBIX vs FRNRX |
Top Performing RYBIX Alternatives (YTD)
RYBIX is at 6.72% YTD. There are 84 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 46.27% | — | Jun 2006 | RYBIX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | RYBIX vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | RYBIX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | RYBIX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.62% | 11.00B | Oct 2004 | RYBIX vs VENAX |
Lowest Volatility Alternatives to RYBIX
RYBIX has 25.34% 1-year volatility. There are 87 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | RYBIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | RYBIX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | RYBIX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | RYBIX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | RYBIX vs CSUIX |
Lowest Drawdown Alternatives to RYBIX
RYBIX has a 1-year max drawdown of -18.86%. There are 87 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 | -4.51% | — | Aug 2006 | RYBIX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | RYBIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | RYBIX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | RYBIX vs MLPOX |
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 | 84 | 54.19% | — | Mar 1998 | RYBIX vs RYSIX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 28 | 16.20% | — | Nov 2014 | RYBIX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 27 | 17.04% | — | May 2000 | RYBIX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 38 | 13.96% | — | May 2000 | RYBIX vs RYTNX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 21 | 18.58% | — | Feb 2004 | RYBIX vs RYGRX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 52 | 8.60% | — | Dec 2015 | RYBIX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 31 | -8.85% | — | Nov 1993 | RYBIX vs RYPMX | |
| Rydex Nova Fund | Leveraged Equities | 41 | 11.40% | — | Jul 1993 | RYBIX vs RYNVX | |
| Rydex Technology Fund | Technology Equities | 52 | 23.01% | — | Apr 1998 | RYBIX vs RYTIX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 1 | -9.23% | — | Sep 1998 | RYBIX vs RYAIX |
Often Compared With RYBIX
Investors most often compare RYBIX with RYRRX, RYURX, RYVIX. These 15 comparison targets span 5 categories, based on PortfoliosLab usage data.
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