RYBKX

Active

Banking Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.65%
Annual Cost per $10K
$165.00
30-Year Fee Drag per $10K
$28,366
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+24.57%

Asset Allocation

US Equity
92%
Intl Equity
8%
Cash
1%

Fee Comparison

RYBKX
1.65%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

56% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+47.34%3Y
Compare to

Fee Impact Calculator

$
%
RYBKX at 1.65%$238,785
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$141,828
Cost vs index fund−$138,640

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
RYBKXBanking Fund1.65%
RICAXInvestment Co of America1.36%
JLGMXJPMorgan Large Cap Growth Fund0.94%
CDIRXColumbia Dividend Income Fund1.15%
FBCCXFidelity Blue Chip Growth Fund0.97%
RRBGXT. Rowe Price Blue Chip Growth Fund, Inc.1.21%
MEGRXMFS Growth Fund1.08%
RRGSXT. Rowe Price Growth Stock Fund, Inc.1.16%
OIEFXJPMorgan Equity Income Fund0.95%
FRDRXFranklin Rising Dividends Fund1.08%
FOCKXFidelity OTC Portfolio1.05%
QCGRFXCollege Retirement Equities Fund - Growth Account
FDNRXFranklin Dynatech Fund1.07%
JMUEXJPMorgan U.S. Equity Fund0.94%
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
JDVFXDisciplined Value Fund1.71%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
FRGSXFranklin Growth Fund1.54%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
HCAIXHarbor Capital Appreciation Fund1.02%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
PMAQXMidCap Fund1.46%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
BPTUXBaron Partners Fund1.99%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
JGACXJPMorgan Growth Advantage Fund0.99%
FNITXFidelity Advisor New Insights Fund1.15%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
VAFAXInvesco American Franchise Fund0.93%
GETGXVictory Sycamore Established Value Fund0.89%
SBLGXClearBridge Large Cap Growth Fund1.01%
PAFDXT. Rowe Price Equity Income Fund0.98%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
AGWRXGrowth Fund1.39%
CCIFXColumbia Seligman Technology and Information Fund0.91%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
JENIXThe Jensen Quality Growth Fund Inc1.26%
PBCJXBlue Chip Fund0.92%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
JSECXJPMorgan Small Cap Equity Fund1.24%
POLRXPolen Growth Fund1.22%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
HGICXHARTFORD CORE EQUITY FUND1.45%
FAEGXFidelity Advisor Equity Growth Fund1.17%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
PGORXPutnam Large Cap Growth Fund0.93%
ESPAXAllspring Special Small Cap Value Fund1.17%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
JGAQXJPMorgan Value Advantage Fund0.99%
DAGVXBNY Mellon Dynamic Value Fund0.93%
DCCRXMacquarie Small Cap Core Fund1.31%
LMPFXClearBridge Growth Fund1.13%
MSRRXMFS Research Fund1.02%
RETSXTax-Managed U.S. Large Cap Fund0.91%
LAFCXLORD ABBETT AFFILIATED FUND INC1.44%
MSHLXGROWTH PORTFOLIO1.37%
MEFAXMassMutual Mid Cap Growth Fund1.11%
HFMCXTHE HARTFORD MIDCAP FUND1.07%
ASMMXInvesco Summit Fund1.23%
FRURXFranklin Utilities Fund1.06%
GTECXGateway Fund1.70%
CSCIXCohen & Steers Real Estate Securities Fund1.75%
SHAPXClearBridge Appreciation Fund0.91%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
NDVAXMFS New Discovery Value Fund1.46%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
PLFMXLargeCap S&P 500 Index Fund1.29%
BSCUXBARON SMALL CAP FUND1.05%
BARUXBARON ASSET FUND1.04%
AVPAXAmerican Beacon Small Cap Value Fund1.15%
LCBVXClearBridge Large Cap Value Fund1.40%
FSIUXInvesco Dividend Income Fund1.69%
TWHIXHeritage Fund1.00%
PABVXMidCap Value Fund I1.19%
LGLAXLord Abbett Growth Leaders Fund0.90%
GSPQXGoldman Sachs U.S. Equity Dividend and Premium Fund1.76%
JGAVXJPMorgan U.S. Value Fund0.94%
MRERXMFS Core Equity Fund0.88%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
FCPVXFidelity Small Cap Value Fund1.20%
CSIEXCalvert Equity Fund0.90%
SVFFXSmead Value Fund0.95%
JLCFXFundamental Large Cap Core Fund0.91%
SDGAXDWS Capital Growth Fund1.30%
RAGTXVirtus Zevenbergen Technology Fund1.44%
DEVLXMacquarie Small Cap Value Fund1.10%
FGRAXFranklin Growth Opportunities Fund0.94%
WGROXWasatch Core Growth Fund1.17%
USGLXU.S. Global Leaders Growth Fund1.13%
CBBCXAB RELATIVE VALUE FUND, INC.1.65%
MVISXPatient Opportunity Trust1.42%
SGRAXAllspring Growth Fund1.15%
GSMAXGoldman Sachs Small/Mid Cap Growth Fund1.25%
CCVAXCalvert Small Cap Fund1.19%
AQEAXColumbia Disciplined Core Fund0.94%

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