Rydex S&P 500 Pure Growth Fund (RYGRX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYGRX
RYGRX charges 2.26% annually. There are 413 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | RYGRX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | RYGRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | RYGRX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | RYGRX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | RYGRX vs TILIX |
Best Risk-Adjusted Alternatives to RYGRX
RYGRX has a PortfoliosLab risk / return rank of 37. There are 91 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | RYGRX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | RYGRX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | RYGRX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | RYGRX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | RYGRX vs VHCAX |
Top Performing RYGRX Alternatives (YTD)
RYGRX is at 24.85% YTD. There are 5 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | RYGRX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | RYGRX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | RYGRX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | RYGRX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | RYGRX vs CHAIX |
Lowest Volatility Alternatives to RYGRX
RYGRX has 23.45% 1-year volatility. There are 393 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | RYGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | RYGRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | RYGRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | RYGRX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | RYGRX vs GQEPX |
Lowest Drawdown Alternatives to RYGRX
RYGRX has a 1-year max drawdown of -11.17%. There are 71 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | RYGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | RYGRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | RYGRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | RYGRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | RYGRX vs DNVYX |
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 | 91 | 69.01% | — | Mar 1998 | RYGRX vs RYSIX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 40 | 26.84% | — | Nov 2014 | RYGRX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 39 | 27.72% | — | May 2000 | RYGRX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 41 | 16.68% | — | May 2000 | RYGRX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 44 | 9.25% | — | Dec 2015 | RYGRX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 19 | -11.83% | — | Nov 1993 | RYGRX vs RYPMX | |
| Rydex Inverse S&P 500 Strategy Fund | Inverse Equities | 0 | -7.26% | — | Jan 1994 | RYGRX vs RYURX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 0 | -13.86% | — | Sep 1998 | RYGRX vs RYAIX | |
| Rydex Technology Fund | Technology Equities | 63 | 27.55% | — | Apr 1998 | RYGRX vs RYTIX | |
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 31 | 14.07% | — | Feb 2004 | RYGRX vs RYCKX |
Often Compared With RYGRX
Investors most often compare RYGRX with XYLD, AMRGX, FBCGX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RYGRX with Any Fund or Stock
Compare RYGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYGRX with funds that move differently
Rydex S&P 500 Pure Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYGRX.
Explore RYGRX Diversifiers