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 a closer substitute for your current allocation.
Cheapest Alternatives to RYMMX
RYMMX charges 2.26% annually. There are 124 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | RYMMX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | RYMMX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | RYMMX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | RYMMX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | RYMMX vs VRTVX |
Best Risk-Adjusted Alternatives to RYMMX
RYMMX has a PortfoliosLab risk / return rank of 19. There are 119 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | RYMMX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | RYMMX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | RYMMX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | RYMMX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | RYMMX vs AVALX |
Top Performing RYMMX Alternatives (YTD)
RYMMX is at 11.30% YTD. There are 115 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | RYMMX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | RYMMX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | RYMMX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | RYMMX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | RYMMX vs WSCVX |
Lowest Volatility Alternatives to RYMMX
RYMMX has 18.05% 1-year volatility. There are 77 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | RYMMX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | RYMMX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | RYMMX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | RYMMX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | RYMMX vs ARSMX |
Lowest Drawdown Alternatives to RYMMX
RYMMX has a 1-year max drawdown of -12.54%. There are 110 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | RYMMX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | RYMMX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | RYMMX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | RYMMX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | RYMMX vs TSLTX |
Other Mutual Funds from Rydex Funds
The 10 most viewed Rydex Funds mutual funds shown here include RMQAX, RYSIX, RYVYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 62 | 37.04% | — | Nov 2014 | RYMMX vs RMQAX | |
| Rydex Electronics Fund | Technology Equities | 97 | 98.05% | — | Mar 1998 | RYMMX vs RYSIX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 62 | 38.32% | — | May 2000 | RYMMX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 49 | 15.80% | — | May 2000 | RYMMX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 43 | 7.64% | — | Dec 2015 | RYMMX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 24 | -1.56% | — | Nov 1993 | RYMMX vs RYPMX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 66 | 35.24% | — | Feb 2004 | RYMMX vs RYGRX | |
| Rydex Technology Fund | Technology Equities | 75 | 33.76% | — | Apr 1998 | RYMMX vs RYTIX | |
| Rydex Inverse S&P 500 Strategy Fund | Inverse Equities | 0 | -7.00% | — | Jan 1994 | RYMMX vs RYURX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 0 | -16.95% | — | Sep 1998 | RYMMX vs RYAIX |
Often Compared With RYMMX
Investors most often compare RYMMX with FXAIX, RYCKX, RYSEX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare RYMMX with Any Fund or Stock
Compare RYMMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYMMX with funds that move differently
Rydex S&P MidCap 400 Pure Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYMMX.
Explore RYMMX Diversifiers