Rydex S&P 500 Pure Value Fund (RYVVX) Alternatives
Rydex S&P 500 Pure Value Fund (RYVVX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYVVX. 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 RYVVX
RYVVX charges 2.26% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among RYVVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | RYVVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | RYVVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | RYVVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | RYVVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | RYVVX vs TILVX |
Best Risk-Adjusted Alternatives to RYVVX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | RYVVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | RYVVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | RYVVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | RYVVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | RYVVX vs VALAX |
Top Performing RYVVX Alternatives (YTD)
RYVVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | RYVVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | RYVVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | RYVVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | RYVVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | RYVVX vs HFCVX |
Lowest Volatility Alternatives to RYVVX
RYVVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | RYVVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | RYVVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | RYVVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | RYVVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | RYVVX vs ACIIX |
Lowest Drawdown Alternatives to RYVVX
RYVVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | RYVVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | RYVVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | RYVVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | RYVVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | RYVVX vs PSECX |
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 | RYVVX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities, Leveraged | 31 | -18.97% | May 23, 2000 | RYVVX vs RYVYX | |
| Rydex Electronics Fund | Technology Equities | 91 | 1.62% | Mar 31, 1998 | RYVVX vs RYSIX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities, Leveraged | 25 | -15.39% | May 18, 2000 | RYVVX vs RYTNX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 21 | -5.94% | Dec 1, 2015 | RYVVX vs RYDAX | |
| Rydex Nova Fund | Leveraged Equities, Leveraged | 30 | -11.41% | Jul 11, 1993 | RYVVX vs RYNVX | |
| Rydex Precious Metals Fund | Precious Metals | 90 | 1.40% | Nov 30, 1993 | RYVVX vs RYPMX | |
| Rydex Russell 2000 Fund | Small Cap Blend Equities | 40 | -3.06% | May 31, 2006 | RYVVX vs RYRRX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities, Leveraged | 2 | 10.70% | Sep 2, 1998 | RYVVX vs RYAIX | |
| Rydex S&P MidCap 400 Pure Growth Fund | Mid Cap Growth Equities | 44 | 0.34% | Feb 20, 2004 | RYVVX vs RYCKX |
Often Compared With RYVVX
What investors most often compare with RYVVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ProFunds UltraBull Fund | Leveraged Equities, Leveraged | 26 | -15.24% | Nov 25, 1997 | RYVVX vs ULPIX | |
| Royce Special Equity Fund | Small Cap Value Equities | 52 | 3.35% | May 1, 1998 | RYVVX vs RYSEX |
Compare RYVVX with Any Fund or Stock
Compare RYVVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.