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 a closer substitute for your current allocation.
Cheapest Alternatives to RYFIX
RYFIX charges 1.36% annually. There are 19 mutual funds in the Financials Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | 13.70B | Feb 2004 | RYFIX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | RYFIX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | RYFIX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | RYFIX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | RYFIX vs FSLBX |
Best Risk-Adjusted Alternatives to RYFIX
RYFIX has a PortfoliosLab risk / return rank of 4. There are 20 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 64.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 64 | — | Oct 2018 | RYFIX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 61 | — | Oct 2018 | RYFIX vs GAFSX | |
| RMB Mendon Financial Services Fund | 42 | — | Jun 1999 | RYFIX vs RMBKX | |
| Hennessy Small Cap Financial Fund | 26 | — | Jan 1997 | RYFIX vs HSFNX | |
| Rydex Banking Fund | 23 | — | Apr 1998 | RYFIX vs RYKIX |
Top Performing RYFIX Alternatives (YTD)
RYFIX is at -2.73% YTD. There are 18 mutual funds in the Financials Equities category with higher YTD returns, going as high as 8.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 8.77% | — | Jun 1999 | RYFIX vs RMBKX | |
| John Hancock Regional Bank Fund | 7.78% | — | Jan 1992 | RYFIX vs FRBAX | |
| Hennessy Small Cap Financial Fund | 7.11% | — | Jan 1997 | RYFIX vs HSFNX | |
| Gabelli Global Financial Services Fund | 5.16% | — | Oct 2018 | RYFIX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 5.11% | — | Oct 2018 | RYFIX vs GAFSX |
Lowest Volatility Alternatives to RYFIX
RYFIX has 13.88% 1-year volatility. There are 4 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.24% | — | Aug 2003 | RYFIX vs FLC | |
| Saratoga Financial Service Fund | 10.03% | — | Aug 2000 | RYFIX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.68% | — | Oct 2018 | RYFIX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.73% | — | Oct 2018 | RYFIX vs GAFSX | |
| ICON Consumer Select Fund | 14.16% | — | Jul 1997 | RYFIX vs ICFSX |
Lowest Drawdown Alternatives to RYFIX
RYFIX has a 1-year max drawdown of -13.52%. There are 13 mutual funds in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -4.86%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Saratoga Financial Service Fund | -4.86% | — | Aug 2000 | RYFIX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | RYFIX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | RYFIX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | RYFIX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | RYFIX vs RMBKX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VTMFX, VTCLX and span 9 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | RYFIX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | RYFIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | RYFIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | RYFIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | RYFIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | RYFIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | RYFIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | RYFIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | RYFIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 22 | 0.25% | — | Aug 2005 | RYFIX vs BDJ |
Often Compared With RYFIX
Investors most often compare RYFIX with SBFAX, FSPCX, RPFGX. These 14 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare RYFIX with Any Fund or Stock
Compare RYFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYFIX with funds that move differently
Rydex Financial Services Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYFIX.
Explore RYFIX Diversifiers