Rydex Energy Fund (RYEIX) 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 RYEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYEIX
RYEIX charges 1.36% annually. There are 65 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% | 11.80B | Oct 2004 | RYEIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | RYEIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | RYEIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | RYEIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | RYEIX vs PRNEX |
Best Risk-Adjusted Alternatives to RYEIX
RYEIX has a PortfoliosLab risk / return rank of 43. There are 41 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 Class Y | 96 | — | May 2007 | RYEIX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | RYEIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | RYEIX vs MLOZX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | RYEIX vs IEYYX | |
| GMO Resources Fund | 86 | — | Dec 2011 | RYEIX vs GOFIX |
Top Performing RYEIX Alternatives (YTD)
RYEIX is at 25.74% YTD. There are 13 mutual funds in the Energy Equities category with higher YTD returns, going as high as 61.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 61.97% | — | Jun 2006 | RYEIX vs OEPIX | |
| Rydex Energy Services Fund | 37.59% | — | Mar 1998 | RYEIX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | RYEIX vs RSNYX | |
| Victory Global Energy Transition Fund | 34.09% | — | Nov 1995 | RYEIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | RYEIX vs MLOZX |
Lowest Volatility Alternatives to RYEIX
RYEIX has 20.05% 1-year volatility. There are 72 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.94% | — | Dec 2016 | RYEIX vs PAXDX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | RYEIX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | RYEIX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.96% | — | Jan 2018 | RYEIX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 9.97% | — | Aug 2006 | RYEIX vs EIPIX |
Lowest Drawdown Alternatives to RYEIX
RYEIX has a 1-year max drawdown of -11.15%. There are 61 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 | RYEIX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | RYEIX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | RYEIX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | RYEIX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | RYEIX vs IEYYX |
Other Mutual Funds from Rydex Funds
The 10 most viewed Rydex Funds mutual funds shown here include RMQAX, RYSIX, RYVYX and span 7 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 | RYEIX vs RMQAX | |
| Rydex Electronics Fund | Technology Equities | 97 | 98.05% | — | Mar 1998 | RYEIX vs RYSIX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 62 | 38.32% | — | May 2000 | RYEIX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 49 | 15.80% | — | May 2000 | RYEIX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 43 | 7.64% | — | Dec 2015 | RYEIX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 24 | -1.56% | — | Nov 1993 | RYEIX vs RYPMX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 66 | 35.24% | — | Feb 2004 | RYEIX vs RYGRX | |
| Rydex Technology Fund | Technology Equities | 75 | 33.76% | — | Apr 1998 | RYEIX vs RYTIX | |
| Rydex Inverse S&P 500 Strategy Fund | Inverse Equities | 0 | -7.00% | — | Jan 1994 | RYEIX vs RYURX | |
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 51 | 21.97% | — | Feb 2004 | RYEIX vs RYCKX |
Often Compared With RYEIX
Investors most often compare RYEIX with APWEX, NMFIX, SWPPX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare RYEIX with Any Fund or Stock
Compare RYEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYEIX with funds that move differently
Rydex Energy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYEIX.
Explore RYEIX Diversifiers