Rydex NASDAQ-100 Fund Investor Class (RYOCX) 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 RYOCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYOCX
RYOCX charges 1.24% annually. There are 358 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 | RYOCX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | RYOCX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | RYOCX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | RYOCX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | RYOCX vs TILIX |
Best Risk-Adjusted Alternatives to RYOCX
RYOCX has a PortfoliosLab risk / return rank of 35. There are 72 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 | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | RYOCX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | RYOCX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | RYOCX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | RYOCX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | RYOCX vs FDSSX |
Top Performing RYOCX Alternatives (YTD)
RYOCX is at 10.92% YTD. There are 50 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | RYOCX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | RYOCX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | RYOCX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | RYOCX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | RYOCX vs VPMCX |
Lowest Volatility Alternatives to RYOCX
RYOCX has 19.37% 1-year volatility. There are 327 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | RYOCX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | RYOCX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | RYOCX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | RYOCX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | RYOCX vs GQEPX |
Lowest Drawdown Alternatives to RYOCX
RYOCX has a 1-year max drawdown of -12.31%. There are 106 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 | RYOCX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | RYOCX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | RYOCX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | RYOCX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | RYOCX vs DNVYX |
Other Mutual Funds from Guggenheim
The 10 most viewed Guggenheim mutual funds shown here include GOF, GIBIX, GILHX and span 12 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | Multisector Bonds, Diversified Portfolio, Actively Managed | 0 | -8.87% | — | Jul 2007 | RYOCX vs GOF | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 27 | -0.49% | — | Nov 2011 | RYOCX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 94 | 1.08% | — | Dec 2013 | RYOCX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 79 | 0.67% | — | Nov 2011 | RYOCX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 45 | 0.68% | — | Aug 1996 | RYOCX vs SIHAX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 57 | 8.52% | — | Jun 2012 | RYOCX vs TVRIX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 54 | 10.23% | — | Sep 1962 | RYOCX vs SECEX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 27 | 16.20% | — | Nov 2014 | RYOCX vs RMQHX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 56 | 5.49% | — | Mar 2007 | RYOCX vs RYMTX | |
| Guggenheim StylePlus - Mid Growth Fund | Mid Cap Growth Equities | 15 | 10.67% | — | Sep 1969 | RYOCX vs SECUX |
Often Compared With RYOCX
Investors most often compare RYOCX with QQQ, QQQM, EPGFX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare RYOCX with Any Fund or Stock
Compare RYOCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYOCX with funds that move differently
Rydex NASDAQ-100 Fund Investor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYOCX.
Explore RYOCX Diversifiers