Rydex S&P SmallCap 600 Pure Growth Fund (RYWCX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RYWCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RYWCX
RYWCX charges 2.26% annually. There are 169 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | RYWCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | RYWCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | RYWCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | RYWCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | RYWCX vs VISGX |
Best Risk-Adjusted Alternatives to RYWCX
RYWCX has a PortfoliosLab risk / return rank of 77. There are 8 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | RYWCX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | RYWCX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | RYWCX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | RYWCX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | RYWCX vs NESGX |
Top Performing RYWCX Alternatives (YTD)
RYWCX is at 25.73% YTD. There are 6 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | RYWCX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | RYWCX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | RYWCX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | RYWCX vs NEAIX | |
| Needham Aggressive Growth Fund | 31.89% | — | Sep 2001 | RYWCX vs NEAGX |
Lowest Volatility Alternatives to RYWCX
RYWCX has 18.97% 1-year volatility. There are 39 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | RYWCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | RYWCX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | RYWCX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | RYWCX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | RYWCX vs ETEGX |
Lowest Drawdown Alternatives to RYWCX
RYWCX has a 1-year max drawdown of -8.49%. There is 1 mutual fund in the Small Cap Growth Equities category with a shallower 1-year drawdown, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | RYWCX vs DSCIX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | RYWCX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | RYWCX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | RYWCX vs SGPIX | |
| North Square Spectrum Alpha Fund | -9.55% | — | Jan 1994 | RYWCX vs ORIGX |
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 | RYWCX vs RYSIX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun... | Leveraged Equities | 28 | 16.20% | — | Nov 2014 | RYWCX vs RMQAX | |
| Rydex NASDAQ-100 2x Strategy Fund | Leveraged Equities | 27 | 17.04% | — | May 2000 | RYWCX vs RYVYX | |
| Rydex S&P 500 2x Strategy Fund | Leveraged Equities | 38 | 13.96% | — | May 2000 | RYWCX vs RYTNX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 21 | 18.58% | — | Feb 2004 | RYWCX vs RYGRX | |
| Rydex Dow Jones Industrial Average Fund | Large Cap Value Equities | 52 | 8.60% | — | Dec 2015 | RYWCX vs RYDAX | |
| Rydex Precious Metals Fund | Precious Metals | 31 | -8.85% | — | Nov 1993 | RYWCX vs RYPMX | |
| Rydex Nova Fund | Leveraged Equities | 41 | 11.40% | — | Jul 1993 | RYWCX vs RYNVX | |
| Rydex Technology Fund | Technology Equities | 52 | 23.01% | — | Apr 1998 | RYWCX vs RYTIX | |
| Rydex Inverse NASDAQ-100 Strategy Fund | Inverse Equities | 1 | -9.23% | — | Sep 1998 | RYWCX vs RYAIX |
Often Compared With RYWCX
Investors most often compare RYWCX with JMIGX, WRGCX, JSCGX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare RYWCX with Any Fund or Stock
Compare RYWCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RYWCX with funds that move differently
Rydex S&P SmallCap 600 Pure Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RYWCX.
Explore RYWCX Diversifiers