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 356 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 | RYOCX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | RYOCX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | RYOCX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | RYOCX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | RYOCX vs TILIX |
Best Risk-Adjusted Alternatives to RYOCX
RYOCX has a PortfoliosLab risk / return rank of 66. There are 45 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | RYOCX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | RYOCX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | RYOCX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | RYOCX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | RYOCX vs FOCPX |
Top Performing RYOCX Alternatives (YTD)
RYOCX is at 19.89% YTD. There are 32 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | RYOCX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | RYOCX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | RYOCX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | RYOCX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | RYOCX vs POGRX |
Lowest Volatility Alternatives to RYOCX
RYOCX has 17.74% 1-year volatility. There are 302 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | RYOCX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | RYOCX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | RYOCX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | RYOCX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | RYOCX vs GQEPX |
Lowest Drawdown Alternatives to RYOCX
RYOCX has a 1-year max drawdown of -12.31%. There are 110 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 | 1 | -9.63% | — | Jul 2007 | RYOCX vs GOF | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 24 | 0.21% | — | Nov 2011 | RYOCX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 86 | 0.69% | — | Dec 2013 | RYOCX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 71 | 0.79% | — | Nov 2011 | RYOCX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 37 | 0.70% | — | Aug 1996 | RYOCX vs SIHAX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 55 | 7.98% | — | Mar 2007 | RYOCX vs RYMTX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 70 | 13.67% | — | Sep 1962 | RYOCX vs SECEX | |
| Guggenheim Core Bond Fund Institutional Class | Total Bond Market | 22 | 0.16% | — | — | RYOCX vs GIUSX | |
| Guggenheim StylePlus - Mid Growth Fund | Mid Cap Growth Equities | 26 | 16.03% | — | Sep 1969 | RYOCX vs SECUX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 71 | 11.23% | — | Jun 2012 | RYOCX vs TVRIX |
Often Compared With RYOCX
Investors most often compare RYOCX with QQQ, QQQM, RMQAX. These 20 comparison targets span 13 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