Rydex Russell 2000 Fund (RYRRX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYRRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYRRX
RYRRX charges 1.60% annually. There are 164 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | RYRRX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | RYRRX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | RYRRX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | RYRRX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | RYRRX vs VSMAX |
Best Risk-Adjusted Alternatives to RYRRX
RYRRX has a PortfoliosLab risk / return rank of 61. There are 87 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | RYRRX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | RYRRX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | RYRRX vs MOPIX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | RYRRX vs RIVSX | |
| Royce Micro Cap Series Fund | 88 | — | Dec 1991 | RYRRX vs RYOTX |
Top Performing RYRRX Alternatives (YTD)
RYRRX is at 19.58% YTD. There are 75 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 38.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | RYRRX vs RYOTX | |
| Paradigm Micro-cap Fund | 34.26% | — | Dec 2007 | RYRRX vs PVIVX | |
| River Oak Discovery Fund | 33.44% | — | Jun 2005 | RYRRX vs RIVSX | |
| Hodges Small Cap Fund | 32.31% | — | Dec 2007 | RYRRX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 31.53% | — | Apr 1997 | RYRRX vs WWSIX |
Lowest Volatility Alternatives to RYRRX
RYRRX has 19.72% 1-year volatility. There are 135 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.57% | — | Nov 1996 | RYRRX vs HFCGX | |
| DFA International Small Company Portfolio | 14.23% | — | Sep 1996 | RYRRX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.67% | — | Feb 2017 | RYRRX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | RYRRX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | RYRRX vs BOSOX |
Lowest Drawdown Alternatives to RYRRX
RYRRX has a 1-year max drawdown of -11.43%. There are 134 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | RYRRX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | RYRRX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | RYRRX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | RYRRX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | RYRRX vs SSCDX |
Other Mutual Funds from Rydex Funds
The 10 most viewed Rydex Funds mutual funds shown here include RMQAX, RYSIX, RYVYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 44 | 28.01% | — | Nov 2014 | RYRRX vs RMQAX | |
| Rydex Electronics Fund | Technology Equities | 95 | 83.61% | — | Mar 1998 | RYRRX vs RYSIX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 44 | 29.21% | — | May 2000 | RYRRX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 39 | 12.46% | — | May 2000 | RYRRX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 42 | 7.55% | — | Dec 2015 | RYRRX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 20 | -6.15% | — | Nov 1993 | RYRRX vs RYPMX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 51 | 29.11% | — | Feb 2004 | RYRRX vs RYGRX | |
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 48 | 19.43% | — | Feb 2004 | RYRRX vs RYCKX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 0 | -14.19% | — | Sep 1998 | RYRRX vs RYAIX | |
| Rydex Technology Fund | Technology Equities | 66 | 29.04% | — | Apr 1998 | RYRRX vs RYTIX |
Often Compared With RYRRX
Investors most often compare RYRRX with UWM, SPY, MSFT. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare RYRRX with Any Fund or Stock
Compare RYRRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYRRX with funds that move differently
Rydex Russell 2000 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYRRX.
Explore RYRRX Diversifiers