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 164 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% | 33.80B | 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 51. There are 17 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | RYCKX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | RYCKX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | RYCKX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | RYCKX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | RYCKX vs POAGX |
Top Performing RYCKX Alternatives (YTD)
RYCKX is at 21.97% YTD. There are 15 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | RYCKX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | RYCKX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | RYCKX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | RYCKX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | RYCKX vs OEGYX |
Lowest Volatility Alternatives to RYCKX
RYCKX has 19.04% 1-year volatility. There are 97 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | RYCKX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | RYCKX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | RYCKX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | RYCKX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | RYCKX vs RIPIX |
Lowest Drawdown Alternatives to RYCKX
RYCKX has a 1-year max drawdown of -10.50%. There are 31 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | RYCKX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | RYCKX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | RYCKX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | RYCKX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | RYCKX vs SECUX |
Other Mutual Funds from Rydex Funds
The 10 most viewed Rydex Funds mutual funds shown here include RMQAX, RYSIX, RYVYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 62 | 37.04% | — | Nov 2014 | RYCKX vs RMQAX | |
| Rydex Electronics Fund | Technology Equities | 97 | 98.05% | — | Mar 1998 | RYCKX vs RYSIX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 62 | 38.32% | — | May 2000 | RYCKX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 49 | 15.80% | — | May 2000 | RYCKX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 43 | 7.64% | — | Dec 2015 | RYCKX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 24 | -1.56% | — | Nov 1993 | RYCKX vs RYPMX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 66 | 35.24% | — | Feb 2004 | RYCKX vs RYGRX | |
| Rydex Technology Fund | Technology Equities | 75 | 33.76% | — | Apr 1998 | RYCKX vs RYTIX | |
| Rydex Inverse S&P 500 Strategy Fund | Inverse Equities | 0 | -7.00% | — | Jan 1994 | RYCKX vs RYURX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 0 | -16.95% | — | 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