Rydex Real Estate Fund (RYCRX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYCRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYCRX
RYCRX charges 2.36% annually. There are 104 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | RYCRX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | RYCRX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | RYCRX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | RYCRX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | RYCRX vs VGRNX |
Best Risk-Adjusted Alternatives to RYCRX
RYCRX has a PortfoliosLab risk / return rank of 21. There are 79 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | RYCRX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | RYCRX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | — | Oct 2011 | RYCRX vs FSREX | |
| Fidelity Real Estate Income Fund | 72 | — | Feb 2003 | RYCRX vs FRIFX | |
| Delaware Ivy Securian Real Estate Securities Fund | 72 | — | Feb 1999 | RYCRX vs IRSAX |
Top Performing RYCRX Alternatives (YTD)
RYCRX is at 11.23% YTD. There are 65 mutual funds in the REIT category with higher YTD returns, going as high as 20.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 20.24% | — | Dec 2010 | RYCRX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 19.18% | — | Dec 1998 | RYCRX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.89% | — | Jan 1989 | RYCRX vs IVRSX | |
| Columbia Real Estate Equity Fund | 18.78% | — | Apr 1994 | RYCRX vs CREEX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.60% | — | Feb 1999 | RYCRX vs IRSAX |
Lowest Volatility Alternatives to RYCRX
RYCRX has 14.58% 1-year volatility. There are 98 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | RYCRX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | RYCRX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | RYCRX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | RYCRX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.23% | — | Feb 2003 | RYCRX vs FRIFX |
Lowest Drawdown Alternatives to RYCRX
RYCRX has a 1-year max drawdown of -8.76%. There are 56 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | RYCRX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | RYCRX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | RYCRX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | RYCRX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | RYCRX vs FRIFX |
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 | 91 | 70.62% | — | Mar 1998 | RYCRX vs RYSIX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 40 | 28.94% | — | Nov 2014 | RYCRX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 39 | 29.75% | — | May 2000 | RYCRX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 46 | 18.42% | — | May 2000 | RYCRX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 48 | 9.59% | — | Dec 2015 | RYCRX vs RYDAX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 36 | 25.11% | — | Feb 2004 | RYCRX vs RYGRX | |
| Rydex Precious Metals Fund | Precious Metals | 19 | -11.21% | — | Nov 1993 | RYCRX vs RYPMX | |
| Rydex Inverse S&P 500 Strategy Fund | Inverse Equities | 0 | -7.91% | — | Jan 1994 | RYCRX vs RYURX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 0 | -14.53% | — | Sep 1998 | RYCRX vs RYAIX | |
| Rydex Nova Fund | Leveraged Equities | 49 | 14.63% | — | Jul 1993 | RYCRX vs RYNVX |
Often Compared With RYCRX
Investors most often compare RYCRX with PFFR, FTEC, FRINX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare RYCRX with Any Fund or Stock
Compare RYCRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYCRX with funds that move differently
Rydex Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYCRX.
Explore RYCRX Diversifiers