Cavanal Hill World Energy Fund Institutional Class (AIWEX) 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 AIWEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AIWEX
AIWEX charges 0.91% annually. There are 19 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% | 11.80B | Oct 2004 | AIWEX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | AIWEX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | AIWEX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | AIWEX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | AIWEX vs PRNEX |
Best Risk-Adjusted Alternatives to AIWEX
AIWEX has a PortfoliosLab risk / return rank of 67. There are 37 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 | AIWEX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 93 | — | May 2007 | AIWEX vs RSNYX | |
| Victory Global Energy Transition Fund | 93 | — | Nov 1995 | AIWEX vs RSNRX | |
| EIP Growth and Income Fund (NEW) | 90 | — | Aug 2006 | AIWEX vs EIPIX | |
| Delaware Ivy Energy Fund | 89 | — | Apr 2006 | AIWEX vs IEYYX |
Top Performing AIWEX Alternatives (YTD)
AIWEX is at 26.15% YTD. There are 27 mutual funds in the Energy Equities category with higher YTD returns, going as high as 57.87%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 57.87% | — | Jun 2006 | AIWEX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 38.52% | — | Aug 2007 | AIWEX vs SRV | |
| Recurrent MLP & Infrastructure Fund | 37.41% | — | Nov 2017 | AIWEX vs RMLPX | |
| Rydex Energy Services Fund | 36.01% | — | Mar 1998 | AIWEX vs RYVIX | |
| Catalyst Energy Infrastructure Fund | 35.77% | — | Dec 2014 | AIWEX vs MLXIX |
Lowest Volatility Alternatives to AIWEX
AIWEX has 18.40% 1-year volatility. There are 63 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | AIWEX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | AIWEX vs SBMBX | |
| JHancock Infrastructure Fund | 10.05% | — | Dec 2013 | AIWEX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.10% | — | May 2004 | AIWEX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.18% | — | Jan 2018 | AIWEX vs DHIVX |
Lowest Drawdown Alternatives to AIWEX
AIWEX has a 1-year max drawdown of -10.49%. There are 50 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 | AIWEX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | AIWEX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | AIWEX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | AIWEX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | AIWEX vs SBMBX |
Often Compared With AIWEX
Investors most often compare AIWEX with FRNRX, FSENX, RYEIX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin Natural Resources Fund | Energy Equities | 84 | 17.22% | — | Jun 1995 | AIWEX vs FRNRX | |
| Fidelity Select Energy Portfolio | Energy Equities | 70 | 33.88% | — | Jul 1981 | AIWEX vs FSENX | |
| Rydex Energy Fund | Energy Equities | 58 | 29.05% | — | Apr 1998 | AIWEX vs RYEIX | |
| Guinness Atkinson Global Energy Fund | Energy Equities | 66 | 29.78% | — | Jun 2004 | AIWEX vs GAGEX | |
| Russell Investments Global Infrastructure Fund | Energy Equities | 62 | 11.48% | — | Sep 2010 | AIWEX vs RGIYX | |
| GMO Resources Fund | Energy Equities | 75 | 19.29% | — | Dec 2011 | AIWEX vs GOFIX |
Compare AIWEX with Any Fund or Stock
Compare AIWEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AIWEX with funds that move differently
Cavanal Hill World Energy Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AIWEX.
Explore AIWEX Diversifiers