Rydex Dow Jones Industrial Average Fund (RYDAX) Alternatives
Rydex Dow Jones Industrial Average Fund (RYDAX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to RYDAX
RYDAX charges 1.58% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among RYDAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | RYDAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | RYDAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | RYDAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | RYDAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | RYDAX vs TILVX |
Best Risk-Adjusted Alternatives to RYDAX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | RYDAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | RYDAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | RYDAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | RYDAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | RYDAX vs VALAX |
Top Performing RYDAX Alternatives (YTD)
RYDAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | RYDAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | RYDAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | RYDAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | RYDAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | RYDAX vs HFCVX |
Lowest Volatility Alternatives to RYDAX
RYDAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | RYDAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | RYDAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | RYDAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | RYDAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | RYDAX vs ACIIX |
Lowest Drawdown Alternatives to RYDAX
RYDAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | RYDAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | RYDAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | RYDAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | RYDAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | RYDAX vs PSECX |
Other Mutual Funds from Rydex Funds
Most popular Rydex Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities, Leveraged | 36 | -19.02% | Nov 27, 2014 | RYDAX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities, Leveraged | 31 | -18.97% | May 23, 2000 | RYDAX vs RYVYX | |
| Rydex Electronics Fund | Technology Equities | 91 | 1.62% | Mar 31, 1998 | RYDAX vs RYSIX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities, Leveraged | 25 | -15.39% | May 18, 2000 | RYDAX vs RYTNX | |
| Rydex Nova Fund | Leveraged Equities, Leveraged | 30 | -11.41% | Jul 11, 1993 | RYDAX vs RYNVX | |
| Rydex Precious Metals Fund | Precious Metals | 90 | 1.40% | Nov 30, 1993 | RYDAX vs RYPMX | |
| Rydex Russell 2000 Fund | Small Cap Blend Equities | 40 | -3.06% | May 31, 2006 | RYDAX vs RYRRX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities, Leveraged | 2 | 10.70% | Sep 2, 1998 | RYDAX vs RYAIX | |
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 44 | 0.34% | Feb 20, 2004 | RYDAX vs RYCKX | |
| Rydex Government Long Bond 1.2x Strategy Fund | Leveraged Bonds, Leveraged | 5 | -0.94% | Jan 2, 1994 | RYDAX vs RYGBX |
Often Compared With RYDAX
What investors most often compare with RYDAX, based on PortfoliosLab usage data.
Compare RYDAX with Any Fund or Stock
Compare RYDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.