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 415 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | RYGRX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | RYGRX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | RYGRX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | RYGRX vs TILIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | RYGRX vs VRGWX |
Best Risk-Adjusted Alternatives to RYGRX
RYGRX has a PortfoliosLab risk / return rank of 25. There are 158 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | RYGRX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | RYGRX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | RYGRX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | RYGRX vs FDSSX | |
| ICON Equity Fund | 84 | — | Oct 2002 | RYGRX vs IOLZX |
Top Performing RYGRX Alternatives (YTD)
RYGRX is at 21.11% YTD. There are 12 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | RYGRX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | RYGRX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | RYGRX vs CHASX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | RYGRX vs GTLLX | |
| Fidelity SAI U.S. Momentum Index Fund | 22.70% | — | Feb 2017 | RYGRX vs FUMIX |
Lowest Volatility Alternatives to RYGRX
RYGRX has 24.91% 1-year volatility. There are 398 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | RYGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | RYGRX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | RYGRX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | RYGRX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | RYGRX vs GQEPX |
Lowest Drawdown Alternatives to RYGRX
RYGRX has a 1-year max drawdown of -17.01%. There are 305 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 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rydex Electronics Fund | Technology Equities | 86 | 56.87% | — | Mar 1998 | RYGRX vs RYSIX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 35 | 21.85% | — | Nov 2014 | RYGRX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 34 | 22.59% | — | May 2000 | RYGRX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 52 | 18.90% | — | May 2000 | RYGRX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 64 | 10.60% | — | Dec 2015 | RYGRX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 25 | -9.52% | — | Nov 1993 | RYGRX vs RYPMX | |
| Rydex Technology Fund | Technology Equities | 57 | 26.09% | — | Apr 1998 | RYGRX vs RYTIX | |
| Rydex Nova Fund | Leveraged Equities | 55 | 15.02% | — | Jul 1993 | RYGRX vs RYNVX | |
| Rydex Inverse S&P 500 Strategy Fund | Inverse Equities | 0 | -8.07% | — | Jan 1994 | RYGRX vs RYURX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 0 | -11.34% | — | Sep 1998 | RYGRX vs RYAIX |
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