Rydex S&P MidCap 400 Pure Growth Fund (RYCKX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYCKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYCKX
RYCKX charges 2.26% annually. There are 165 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | RYCKX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | RYCKX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | RYCKX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | RYCKX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | RYCKX vs VMFGX |
Best Risk-Adjusted Alternatives to RYCKX
RYCKX has a PortfoliosLab risk / return rank of 23. There are 32 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | RYCKX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 78 | — | Nov 2004 | RYCKX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 76 | — | Jun 1998 | RYCKX vs MGOYX | |
| USAA Extended Market Index Fund | 66 | — | Oct 2000 | RYCKX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 66 | — | Oct 2000 | RYCKX vs TAAGX |
Top Performing RYCKX Alternatives (YTD)
RYCKX is at 12.35% YTD. There are 29 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 34.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 34.81% | — | Dec 2016 | RYCKX vs NEEIX | |
| Needham Growth Fund | 34.50% | — | Jan 1996 | RYCKX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 32.50% | — | May 2007 | RYCKX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.18% | — | Oct 2000 | RYCKX vs TAAGX | |
| Kinetics Paradigm Fund | 21.61% | — | Dec 1999 | RYCKX vs WWNPX |
Lowest Volatility Alternatives to RYCKX
RYCKX has 19.70% 1-year volatility. There are 99 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.18% | — | May 2021 | RYCKX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | RYCKX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | RYCKX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | RYCKX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | RYCKX vs PMEGX |
Lowest Drawdown Alternatives to RYCKX
RYCKX has a 1-year max drawdown of -10.50%. There are 24 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | RYCKX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | RYCKX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | RYCKX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | RYCKX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | RYCKX vs FAMVX |
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 | RYCKX vs RYSIX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 28 | 16.20% | — | Nov 2014 | RYCKX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 27 | 17.04% | — | May 2000 | RYCKX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 38 | 13.96% | — | May 2000 | RYCKX vs RYTNX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 21 | 18.58% | — | Feb 2004 | RYCKX vs RYGRX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 52 | 8.60% | — | Dec 2015 | RYCKX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 31 | -8.85% | — | Nov 1993 | RYCKX vs RYPMX | |
| Rydex Nova Fund | Leveraged Equities | 41 | 11.40% | — | Jul 1993 | RYCKX vs RYNVX | |
| Rydex Technology Fund | Technology Equities | 52 | 23.01% | — | Apr 1998 | RYCKX vs RYTIX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 1 | -9.23% | — | Sep 1998 | RYCKX vs RYAIX |
Often Compared With RYCKX
Investors most often compare RYCKX with FCGSX, VOO, FXAIX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare RYCKX with Any Fund or Stock
Compare RYCKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYCKX with funds that move differently
Rydex S&P MidCap 400 Pure Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYCKX.
Explore RYCKX Diversifiers