Rydex Energy Services Fund (RYVIX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYVIX
RYVIX charges 1.36% annually. There are 64 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 12.70B | Oct 2004 | RYVIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.60B | Nov 2001 | RYVIX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | 7.60B | May 1984 | RYVIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | RYVIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | RYVIX vs PRNEX |
Best Risk-Adjusted Alternatives to RYVIX
RYVIX has a PortfoliosLab risk / return rank of 90. There are 8 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | RYVIX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 97 | — | May 2007 | RYVIX vs RSNYX | |
| Victory Global Energy Transition Fund | 97 | — | Nov 1995 | RYVIX vs RSNRX | |
| Delaware Ivy Energy Fund | 96 | — | Apr 2006 | RYVIX vs IEYYX | |
| GMO Resources Fund | 96 | — | Dec 2011 | RYVIX vs GOFIX |
Top Performing RYVIX Alternatives (YTD)
RYVIX is at 50.22% YTD. There is 1 mutual fund in the Energy Equities category with a higher YTD return, going as high as 81.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 81.75% | — | Jun 2006 | RYVIX vs OEPIX | |
| Victory Global Energy Transition Fund Class Y | 38.94% | — | May 2007 | RYVIX vs RSNYX | |
| Victory Global Energy Transition Fund | 38.76% | — | Nov 1995 | RYVIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 36.18% | — | Dec 2013 | RYVIX vs MLOZX | |
| GMO Resources Fund | 36.01% | — | Dec 2011 | RYVIX vs GOFIX |
Lowest Volatility Alternatives to RYVIX
RYVIX has 28.90% 1-year volatility. There are 86 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 8.08%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 8.08% | — | Dec 2016 | RYVIX vs PAXDX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.68% | — | May 2004 | RYVIX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.79% | — | Jan 2018 | RYVIX vs DHIVX | |
| JHancock Infrastructure Fund | 9.88% | — | Dec 2013 | RYVIX vs JEEIX | |
| Russell Investments Global Infrastructure Fund | 10.03% | — | Sep 2010 | RYVIX vs RGIYX |
Lowest Drawdown Alternatives to RYVIX
RYVIX has a 1-year max drawdown of -9.43%. There are 59 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.37%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Centre Global Infrastructure Fund | -4.37% | — | Jan 2018 | RYVIX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | RYVIX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | RYVIX vs EIPIX | |
| Delaware Ivy Energy Fund | -4.55% | — | Apr 2006 | RYVIX vs IEYYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | RYVIX vs MLOZX |
Other Mutual Funds from Rydex Funds
The 10 most viewed Rydex Funds mutual funds shown here include RMQAX, RYVYX, RYSIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 67 | 40.14% | — | Nov 2014 | RYVIX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 67 | 42.38% | — | May 2000 | RYVIX vs RYVYX | |
| Rydex Electronics Fund | Technology Equities | 97 | 87.82% | — | Mar 1998 | RYVIX vs RYSIX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 58 | 20.51% | — | May 2000 | RYVIX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 37 | 6.79% | — | Dec 2015 | RYVIX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 34 | 7.46% | — | Nov 1993 | RYVIX vs RYPMX | |
| Rydex Inverse S&P 500 Strategy Fund | Inverse Equities | 0 | -8.72% | — | Jan 1994 | RYVIX vs RYURX | |
| Rydex Technology Fund | Technology Equities | 87 | 40.06% | — | Apr 1998 | RYVIX vs RYTIX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 0 | -17.50% | — | Sep 1998 | RYVIX vs RYAIX | |
| Rydex Nova Fund | Leveraged Equities | 61 | 16.00% | — | Jul 1993 | RYVIX vs RYNVX |
Often Compared With RYVIX
Investors most often compare RYVIX with CCCNX, GHAAX, DLDRX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare RYVIX with Any Fund or Stock
Compare RYVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYVIX with funds that move differently
Rydex Energy Services Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYVIX.
Explore RYVIX Diversifiers