Rydex Financial Services Fund (RYFIX) Alternatives
Rydex Financial Services Fund (RYFIX) belongs to the Financials Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYFIX. 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 RYFIX
RYFIX charges 1.36% annually. Among mutual funds in the Financials Equities category, these options have the lowest expense ratios among RYFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | Feb 4, 2004 | RYFIX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | Oct 2, 2018 | RYFIX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | Dec 10, 1981 | RYFIX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | Jun 30, 1986 | RYFIX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | Jul 29, 1985 | RYFIX vs FSLBX |
Best Risk-Adjusted Alternatives to RYFIX
Among mutual funds in the Financials 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 | |
|---|---|---|---|---|
| Gabelli Global Financial Services Fund Class AAA | 79 | Oct 1, 2018 | RYFIX vs GAFSX | |
| Gabelli Global Financial Services Fund | 78 | Oct 1, 2018 | RYFIX vs GFSIX | |
| RMB Mendon Financial Services Fund | 44 | Jun 7, 1999 | RYFIX vs RMBKX | |
| Rydex Banking Fund | 36 | Apr 1, 1998 | RYFIX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 35 | Jan 3, 1997 | RYFIX vs HSFNX |
Top Performing RYFIX Alternatives (YTD)
RYFIX alternatives from the Financials Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | 4.20% | Aug 18, 1994 | RYFIX vs BTO | |
| Saratoga Financial Service Fund | 0.00% | Aug 1, 2000 | RYFIX vs SFPAX | |
| RMB Mendon Financial Services Fund | -0.36% | Jun 7, 1999 | RYFIX vs RMBKX | |
| Hennessy Small Cap Financial Fund | -0.51% | Jan 3, 1997 | RYFIX vs HSFNX | |
| John Hancock Regional Bank Fund | -1.16% | Jan 3, 1992 | RYFIX vs FRBAX |
Lowest Volatility Alternatives to RYFIX
RYFIX alternatives from the Financials Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 11.34% | Aug 29, 2003 | RYFIX vs FLC | |
| Gabelli Global Financial Services Fund | 15.18% | Oct 1, 2018 | RYFIX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 15.21% | Oct 1, 2018 | RYFIX vs GAFSX | |
| Saratoga Financial Service Fund | 17.62% | Aug 1, 2000 | RYFIX vs SFPAX | |
| 1919 Financial Services Fund | 18.16% | Nov 16, 1998 | RYFIX vs SBFAX |
Lowest Drawdown Alternatives to RYFIX
RYFIX alternatives from the Financials Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | -8.69% | Aug 29, 2003 | RYFIX vs FLC | |
| Fidelity Select Insurance Portfolio | -11.69% | Dec 16, 1985 | RYFIX vs FSPCX | |
| Gabelli Global Financial Services Fund | -11.92% | Oct 1, 2018 | RYFIX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -11.92% | Oct 1, 2018 | RYFIX vs GAFSX | |
| 1919 Financial Services Fund | -11.95% | Nov 16, 1998 | RYFIX vs SBFAX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 51 | -9.12% | Jan 18, 2000 | RYFIX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | RYFIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | RYFIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | RYFIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | RYFIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | RYFIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | RYFIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | RYFIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | RYFIX vs BDJ | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | RYFIX vs BDMIX |
Often Compared With RYFIX
What investors most often compare with RYFIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Davis Financial Fund | Financials Equities | 24 | -11.14% | May 1, 1991 | RYFIX vs RPFGX | |
| T. Rowe Price Financial Services Fund | Financials Equities | 26 | -10.22% | Sep 30, 1996 | RYFIX vs PRISX |
Compare RYFIX with Any Fund or Stock
Compare RYFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.