AIWEX Alternatives & Similar Mutual Funds

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 21 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.

Symbol	Name	Expense Ratio	AUM	Inception
VENAX	Vanguard Energy Index Fund Admiral Shares	0.10%	11.00B	Oct 2004	AIWEX vs VENAX
VGELX	Vanguard Energy Opportunities Fund Admiral Shares	0.37%	6.90B	Nov 2001	AIWEX vs VGELX
VGENX	Vanguard Energy Opportunities Fund Investor Shares	0.45%	6.90B	May 1984	AIWEX vs VGENX
FMGIX	Frontier MFG Core Infrastructure Fund	0.50%	—	Jan 2012	AIWEX vs FMGIX
PRNEX	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 49 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
RSNYX	Victory Global Energy Transition Fund Class Y	96	—	May 2007	AIWEX vs RSNYX
RSNRX	Victory Global Energy Transition Fund	96	—	Nov 1995	AIWEX vs RSNRX
IEYYX	Delaware Ivy Energy Fund	92	—	Apr 2006	AIWEX vs IEYYX
RMLPX	Recurrent MLP & Infrastructure Fund	92	—	Nov 2017	AIWEX vs RMLPX
VGELX	Vanguard Energy Opportunities Fund Admiral Shares	91	6.90B	Nov 2001	AIWEX vs VGELX

Top Performing AIWEX Alternatives (YTD)

AIWEX is at 26.43% YTD. There are 24 mutual funds in the Energy Equities category with higher YTD returns, going as high as 53.27%.

Symbol	Name	YTD Return	AUM	Inception
OEPIX	Oil Equipment & Services UltraSector ProFund	53.27%	—	Jun 2006	AIWEX vs OEPIX
FSENX	Fidelity Select Energy Portfolio	39.98%	—	Jul 1981	AIWEX vs FSENX
RMLPX	Recurrent MLP & Infrastructure Fund	39.48%	—	Nov 2017	AIWEX vs RMLPX
GAGEX	Guinness Atkinson Global Energy Fund	37.53%	—	Jun 2004	AIWEX vs GAGEX
VENAX	Vanguard Energy Index Fund Admiral Shares	35.05%	11.00B	Oct 2004	AIWEX vs VENAX

Lowest Volatility Alternatives to AIWEX

AIWEX has 18.59% 1-year volatility. There are 66 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.

Symbol	Name	Volatility 1Y	AUM	Inception
PAXDX	Pax Global Sustainable Infrastructure Fund	7.12%	—	Dec 2016	AIWEX vs PAXDX
SBMBX	Saratoga Energy & Basic Materials Fund	9.77%	—	Oct 1997	AIWEX vs SBMBX
JEEIX	JHancock Infrastructure Fund	9.99%	—	Dec 2013	AIWEX vs JEEIX
DHIVX	Centre Global Infrastructure Fund	10.12%	—	Jan 2018	AIWEX vs DHIVX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	10.13%	—	May 2004	AIWEX vs CSUIX

Lowest Drawdown Alternatives to AIWEX

AIWEX has a 1-year max drawdown of -10.96%. 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
PAXDX	Pax Global Sustainable Infrastructure Fund	-4.49%	—	Dec 2016	AIWEX vs PAXDX
EIPIX	EIP Growth and Income Fund	-4.51%	—	Aug 2006	AIWEX vs EIPIX
GGINX	Goldman Sachs Global Infrastructure Fund	-5.59%	—	Jun 2016	AIWEX vs GGINX
SBMBX	Saratoga Energy & Basic Materials Fund	-5.66%	—	Oct 1997	AIWEX vs SBMBX
MLPOX	Invesco SteelPath MLP Alpha Fund	-5.93%	—	Mar 2010	AIWEX vs MLPOX

Other Mutual Funds from Cavanal Hill

The 6 most viewed Cavanal Hill mutual funds shown here include APUSX, APBDX, APWEX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
APUSX	Cavanal Hill Ultra Short Tax-Free Income Fund	Municipal Bonds	19	0.90%	—	Dec 2017	AIWEX vs APUSX
APBDX	Cavanal Hill Bond Fund	Intermediate Core Bond	12	-1.16%	—	Sep 1990	AIWEX vs APBDX
APWEX	Cavanal Hill World Energy Fund	Energy Equities	67	26.30%	—	Feb 2014	AIWEX vs APWEX
APLIX	Cavanal Hill Hedged Income Fund	Options Trading	41	6.31%	—	Dec 2020	AIWEX vs APLIX
APSTX	Cavanal Hill Limited Duration Fund	Short-Term Bond	32	0.27%	—	Oct 1994	AIWEX vs APSTX
APENX	Cavanal Hill Strategic Enhanced Yield Fund	Multisector Bonds	18	-0.94%	—	Dec 2017	AIWEX vs APENX

Often Compared With AIWEX

Investors most often compare AIWEX with FRNRX, MLOZX, RYEIX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FRNRX	Franklin Natural Resources Fund	Energy Equities	90	19.08%	—	Jun 1995	AIWEX vs FRNRX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	—	—	—	Dec 2013	AIWEX vs MLOZX
RYEIX	Rydex Energy Fund	Energy Equities	79	33.15%	—	Apr 1998	AIWEX vs RYEIX
RGIYX	Russell Investments Global Infrastructure Fund	Infrastructure Equities, Energy Equities	58	10.36%	—	Sep 2010	AIWEX vs RGIYX
RYVIX	Rydex Energy Services Fund	Energy Equities	77	34.11%	—	Mar 1998	AIWEX vs RYVIX
GOFIX	GMO Resources Fund	Energy Equities	83	21.55%	—	Dec 2011	AIWEX vs GOFIX
MLXIX	Catalyst Energy Infrastructure Fund	Infrastructure Equities, Energy Equities	22	33.21%	—	Dec 2014	AIWEX vs MLXIX
SRV	NXG Cushing® Midstream Energy Fund	Energy Equities	53	28.82%	—	Aug 2007	AIWEX vs SRV
ICPAX	Integrity Mid-North American Resources Fund	Energy Equities	84	27.87%	—	Apr 1999	AIWEX vs ICPAX

Compare AIWEX with Any Fund or Stock

Compare AIWEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Cavanal Hill World Energy Fund Institutional Class (AIWEX) Alternatives