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 69 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% | 11.00B | Oct 2004 | RYVIX vs VENAX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 0.37% | 6.90B | Nov 2001 | RYVIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | 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 73. There are 44 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | RYVIX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | RYVIX vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | RYVIX vs RMLPX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 91 | 6.90B | Nov 2001 | RYVIX vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | RYVIX vs FRNRX |
Top Performing RYVIX Alternatives (YTD)
RYVIX is at 31.00% YTD. There are 14 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 46.27% | — | Jun 2006 | RYVIX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | RYVIX vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | RYVIX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | RYVIX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.62% | 11.00B | Oct 2004 | RYVIX vs VENAX |
Lowest Volatility Alternatives to RYVIX
RYVIX has 29.08% 1-year volatility. There are 89 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | RYVIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | RYVIX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | RYVIX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | RYVIX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | RYVIX vs CSUIX |
Lowest Drawdown Alternatives to RYVIX
RYVIX has a 1-year max drawdown of -20.39%. There are 89 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | RYVIX vs PAXDX | |
| EIP Growth and Income Fund | -4.51% | — | Aug 2006 | RYVIX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | RYVIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | RYVIX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | RYVIX vs MLPOX |
Other Mutual Funds from Rydex Funds
The 10 most viewed Rydex Funds mutual funds shown here include RYSIX, RMQAX, RYVYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rydex Electronics Fund | Technology Equities | 84 | 54.19% | — | Mar 1998 | RYVIX vs RYSIX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 28 | 16.20% | — | Nov 2014 | RYVIX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 27 | 17.04% | — | May 2000 | RYVIX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 38 | 13.96% | — | May 2000 | RYVIX vs RYTNX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 21 | 18.58% | — | Feb 2004 | RYVIX vs RYGRX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 52 | 8.60% | — | Dec 2015 | RYVIX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 31 | -8.85% | — | Nov 1993 | RYVIX vs RYPMX | |
| Rydex Nova Fund | Leveraged Equities | 41 | 11.40% | — | Jul 1993 | RYVIX vs RYNVX | |
| Rydex Technology Fund | Technology Equities | 52 | 23.01% | — | Apr 1998 | RYVIX vs RYTIX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 1 | -9.23% | — | Sep 1998 | RYVIX vs RYAIX |
Often Compared With RYVIX
Investors most often compare RYVIX with DLDRX, GHAAX, CCCNX. These 20 comparison targets span 2 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