Rydex Utilities Fund (RYUIX) Alternatives
Rydex Utilities Fund (RYUIX) belongs to the Utilities Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYUIX. 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 RYUIX
RYUIX charges 1.39% annually. Among mutual funds in the Utilities Equities category, these options have the lowest expense ratios among RYUIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Utilities Index Fund Admiral Shares | 0.10% | Apr 28, 2004 | RYUIX vs VUIAX | |
| Fidelity Telecom and Utilities Fund | 0.60% | Nov 27, 1987 | RYUIX vs FIUIX | |
| American Century Utilities Fund | 0.65% | Feb 28, 1993 | RYUIX vs BULIX | |
| Franklin Utilities Fund | 0.72% | Sep 29, 1948 | RYUIX vs FKUTX | |
| Fidelity Select Utilities Portfolio | 0.74% | Dec 9, 1981 | RYUIX vs FSUTX |
Best Risk-Adjusted Alternatives to RYUIX
Among mutual funds in the Utilities 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 | |
|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 85 | Jul 27, 2011 | RYUIX vs DPG | |
| MFS Utilities Fund | 83 | Feb 13, 1992 | RYUIX vs MMUFX | |
| Franklin Utilities Fund | 81 | Sep 29, 1948 | RYUIX vs FKUTX | |
| American Century Utilities Fund | 81 | Feb 28, 1993 | RYUIX vs BULIX | |
| Franklin Utilities Fund Class R | 80 | Jan 2, 2002 | RYUIX vs FRURX |
Top Performing RYUIX Alternatives (YTD)
RYUIX alternatives from the Utilities Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 15.31% | Jul 27, 2011 | RYUIX vs DPG | |
| Hennessy Gas Utility Fund | 14.24% | May 9, 1989 | RYUIX vs GASFX | |
| Franklin Utilities Fund | 9.58% | Sep 29, 1948 | RYUIX vs FKUTX | |
| Franklin Utilities Fund Class A | 9.56% | Sep 30, 1948 | RYUIX vs FKUQX | |
| Franklin Utilities Fund Class R | 9.51% | Jan 2, 2002 | RYUIX vs FRURX |
Lowest Volatility Alternatives to RYUIX
RYUIX alternatives from the Utilities Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Gabelli Utilities Fund | 13.57% | Aug 30, 1999 | RYUIX vs GABUX | |
| Hennessy Gas Utility Fund | 13.69% | May 9, 1989 | RYUIX vs GASFX | |
| Allspring Utility and Telecommunications Fund | 14.63% | Jan 3, 1994 | RYUIX vs EVUAX | |
| Allspring Utilities and High Income Fund | 14.68% | Apr 30, 2004 | RYUIX vs ERH | |
| Franklin Utilities Fund | 15.09% | Sep 29, 1948 | RYUIX vs FKUTX |
Lowest Drawdown Alternatives to RYUIX
RYUIX alternatives from the Utilities Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Allspring Utility and Telecommunications Fund | -7.90% | Jan 3, 1994 | RYUIX vs EVUAX | |
| MFS Utilities Fund | -8.06% | Feb 13, 1992 | RYUIX vs MMUFX | |
| Franklin Utilities Fund | -8.19% | Sep 29, 1948 | RYUIX vs FKUTX | |
| Franklin Utilities Fund Class R | -8.20% | Jan 2, 2002 | RYUIX vs FRURX | |
| Franklin Utilities Fund Class A | -8.20% | Sep 30, 1948 | RYUIX vs FKUQX |
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 | RYUIX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities, Leveraged | 31 | -18.97% | May 23, 2000 | RYUIX vs RYVYX | |
| Rydex Electronics Fund | Technology Equities | 91 | 1.62% | Mar 31, 1998 | RYUIX vs RYSIX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities, Leveraged | 25 | -15.39% | May 18, 2000 | RYUIX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 21 | -5.94% | Dec 1, 2015 | RYUIX vs RYDAX | |
| Rydex Nova Fund | Leveraged Equities, Leveraged | 30 | -11.41% | Jul 11, 1993 | RYUIX vs RYNVX | |
| Rydex Precious Metals Fund | Precious Metals | 90 | 1.40% | Nov 30, 1993 | RYUIX vs RYPMX | |
| Rydex Russell 2000 Fund | Small Cap Blend Equities | 40 | -3.06% | May 31, 2006 | RYUIX vs RYRRX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities, Leveraged | 2 | 10.70% | Sep 2, 1998 | RYUIX vs RYAIX | |
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 44 | 0.34% | Feb 20, 2004 | RYUIX vs RYCKX |
Often Compared With RYUIX
What investors most often compare with RYUIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PGIM Jennison Utility Fund | Utilities Equities | 60 | 6.96% | Jan 21, 1990 | RYUIX vs PRUAX | |
| The Gabelli Utility Trust | Utilities Equities | 86 | 2.84% | Feb 25, 1999 | RYUIX vs GUT |
Compare RYUIX with Any Fund or Stock
Compare RYUIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.