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% | 12.70B | Oct 2004 | AIWEX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.60B | Nov 2001 | AIWEX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | 7.60B | 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 85. There are 17 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 | 97 | — | May 2007 | AIWEX vs RSNYX | |
| Victory Global Energy Transition Fund | 97 | — | Nov 1995 | AIWEX vs RSNRX | |
| Delaware Ivy Energy Fund | 96 | — | Apr 2006 | AIWEX vs IEYYX | |
| GMO Resources Fund | 96 | — | Dec 2011 | AIWEX vs GOFIX |
Top Performing AIWEX Alternatives (YTD)
AIWEX is at 32.13% YTD. There are 10 mutual funds in the Energy Equities category with higher YTD returns, going as high as 81.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 81.75% | — | Jun 2006 | AIWEX vs OEPIX | |
| Rydex Energy Services Fund | 50.22% | — | Mar 1998 | AIWEX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 38.94% | — | May 2007 | AIWEX vs RSNYX | |
| Victory Global Energy Transition Fund | 38.76% | — | Nov 1995 | AIWEX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 36.18% | — | Dec 2013 | AIWEX vs MLOZX |
Lowest Volatility Alternatives to AIWEX
AIWEX has 17.92% 1-year volatility. There are 65 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 8.08%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 8.08% | — | Dec 2016 | AIWEX vs PAXDX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.68% | — | May 2004 | AIWEX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.79% | — | Jan 2018 | AIWEX vs DHIVX | |
| JHancock Infrastructure Fund | 9.88% | — | Dec 2013 | AIWEX vs JEEIX | |
| Russell Investments Global Infrastructure Fund | 10.03% | — | Sep 2010 | AIWEX vs RGIYX |
Lowest Drawdown Alternatives to AIWEX
AIWEX has a 1-year max drawdown of -6.41%. There are 20 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.37%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Centre Global Infrastructure Fund | -4.37% | — | Jan 2018 | AIWEX vs DHIVX | |
| 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 | |
| Delaware Ivy Energy Fund | -4.55% | — | Apr 2006 | AIWEX vs IEYYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | AIWEX vs MLOZX |
Often Compared With AIWEX
Investors most often compare AIWEX with FSENX, FRNRX, GAGEX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Select Energy Portfolio | Energy Equities | 79 | 35.02% | — | Jul 1981 | AIWEX vs FSENX | |
| Franklin Natural Resources Fund | Energy Equities | 94 | 26.03% | — | Jun 1995 | AIWEX vs FRNRX | |
| Guinness Atkinson Global Energy Fund | Energy Equities | 86 | 33.96% | — | Jun 2004 | AIWEX vs GAGEX | |
| Rydex Energy Fund | Energy Equities | 81 | 35.81% | — | Apr 1998 | AIWEX vs RYEIX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 14 | 30.50% | — | Dec 2014 | AIWEX vs MLXIX | |
| Recurrent MLP & Infrastructure Fund | Energy Equities | 78 | 32.69% | — | Nov 2017 | AIWEX vs RMLPX |
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