Rydex S&P MidCap 400 Pure Value Fund (RYMMX) Alternatives
Rydex S&P MidCap 400 Pure Value Fund (RYMMX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYMMX. 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 RYMMX
RYMMX charges 2.26% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among RYMMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | RYMMX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | RYMMX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | RYMMX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | RYMMX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | RYMMX vs VSMVX |
Best Risk-Adjusted Alternatives to RYMMX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | RYMMX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | RYMMX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | RYMMX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | RYMMX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | RYMMX vs MMEYX |
Top Performing RYMMX Alternatives (YTD)
RYMMX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | RYMMX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | RYMMX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | RYMMX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | RYMMX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | RYMMX vs MMEYX |
Lowest Volatility Alternatives to RYMMX
RYMMX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | RYMMX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | RYMMX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | RYMMX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | RYMMX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | RYMMX vs TASCX |
Lowest Drawdown Alternatives to RYMMX
RYMMX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | RYMMX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | RYMMX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | RYMMX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | RYMMX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | RYMMX vs JMCRX |
Other Mutual Funds from Rydex Funds
Most popular Rydex Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities, Leveraged | 36 | -19.02% | Nov 27, 2014 | RYMMX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities, Leveraged | 31 | -18.97% | May 23, 2000 | RYMMX vs RYVYX | |
| Rydex Electronics Fund | Technology Equities | 91 | 1.62% | Mar 31, 1998 | RYMMX vs RYSIX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities, Leveraged | 25 | -15.39% | May 18, 2000 | RYMMX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 21 | -5.94% | Dec 1, 2015 | RYMMX vs RYDAX | |
| Rydex Nova Fund | Leveraged Equities, Leveraged | 30 | -11.41% | Jul 11, 1993 | RYMMX vs RYNVX | |
| Rydex Precious Metals Fund | Precious Metals | 90 | 1.40% | Nov 30, 1993 | RYMMX vs RYPMX | |
| Rydex Russell 2000 Fund | Small Cap Blend Equities | 40 | -3.06% | May 31, 2006 | RYMMX vs RYRRX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities, Leveraged | 2 | 10.70% | Sep 2, 1998 | RYMMX vs RYAIX | |
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 44 | 0.34% | Feb 20, 2004 | RYMMX vs RYCKX |
Often Compared With RYMMX
What investors most often compare with RYMMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | RYMMX vs FXAIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | RYMMX vs VSCAX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | RYMMX vs SSCVX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | RYMMX vs PRVIX |
Compare RYMMX with Any Fund or Stock
Compare RYMMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.