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 69 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% | 11.00B | Oct 2004 | RYEIX vs VENAX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 0.37% | 6.90B | Nov 2001 | RYEIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | 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 77. There are 37 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 | 96 | — | Nov 1995 | RYEIX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | RYEIX vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | RYEIX vs RMLPX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 91 | 6.90B | Nov 2001 | RYEIX vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | RYEIX vs FRNRX |
Top Performing RYEIX Alternatives (YTD)
RYEIX is at 31.71% YTD. There are 9 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 46.27% | — | Jun 2006 | RYEIX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | RYEIX vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | RYEIX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | RYEIX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.62% | 11.00B | Oct 2004 | RYEIX vs VENAX |
Lowest Volatility Alternatives to RYEIX
RYEIX has 20.09% 1-year volatility. There are 74 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | RYEIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | RYEIX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | RYEIX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | RYEIX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | RYEIX vs CSUIX |
Lowest Drawdown Alternatives to RYEIX
RYEIX has a 1-year max drawdown of -12.99%. There are 70 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 | -4.51% | — | Aug 2006 | RYEIX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | RYEIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | RYEIX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | RYEIX vs MLPOX |
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 | RYEIX vs RYSIX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 28 | 16.20% | — | Nov 2014 | RYEIX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 27 | 17.04% | — | May 2000 | RYEIX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 38 | 13.96% | — | May 2000 | RYEIX vs RYTNX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 21 | 18.58% | — | Feb 2004 | RYEIX vs RYGRX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 52 | 8.60% | — | Dec 2015 | RYEIX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 31 | -8.85% | — | Nov 1993 | RYEIX vs RYPMX | |
| Rydex Nova Fund | Leveraged Equities | 41 | 11.40% | — | Jul 1993 | RYEIX vs RYNVX | |
| Rydex Technology Fund | Technology Equities | 52 | 23.01% | — | Apr 1998 | RYEIX vs RYTIX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 1 | -9.23% | — | Sep 1998 | RYEIX vs RYAIX |
Often Compared With RYEIX
Investors most often compare RYEIX with APWEX, NMFIX, HJPNX. These 20 comparison targets span 7 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