Cavanal Hill World Energy Fund (APWEX) Alternatives
Cavanal Hill World Energy Fund (APWEX) 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 APWEX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to APWEX
APWEX charges 1.15% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among APWEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | APWEX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | APWEX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | APWEX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | APWEX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | APWEX vs PRNEX |
Best Risk-Adjusted Alternatives to APWEX
Among mutual funds in the Energy Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Global Energy Transition Fund | 98 | Nov 14, 1995 | APWEX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | APWEX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | APWEX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | APWEX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | APWEX vs IGNAX |
Top Performing APWEX Alternatives (YTD)
APWEX alternatives from the Energy Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 65.25% | Jun 4, 2006 | APWEX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | APWEX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | APWEX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | APWEX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | APWEX vs FSTEX |
Lowest Volatility Alternatives to APWEX
APWEX alternatives from the Energy Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Global Infrastructure Fund, Inc. | 11.49% | May 2, 2004 | APWEX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | APWEX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | APWEX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | APWEX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | APWEX vs JEEIX |
Lowest Drawdown Alternatives to APWEX
APWEX alternatives from the Energy Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Brookfield Global Listed Infrastructure Fund | -7.55% | Nov 29, 2011 | APWEX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | APWEX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | APWEX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | APWEX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | APWEX vs JEEIX |
Other Mutual Funds from Cavanal Hill funds
Most popular Cavanal Hill funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 99 | 0.21% | Dec 25, 2017 | APWEX vs APUSX | |
| Cavanal Hill Bond Fund | Intermediate Core Bond | 37 | -0.56% | Sep 28, 1990 | APWEX vs APBDX | |
| Cavanal Hill Strategic Enhanced Yield Fund | Multisector Bonds | 65 | -0.44% | Dec 25, 2017 | APWEX vs APENX | |
| Cavanal Hill Limited Duration Fund | Short-Term Bond | 80 | -0.03% | Oct 19, 1994 | APWEX vs APSTX | |
| Cavanal Hill Hedged Income Fund | Options Trading | 51 | -5.79% | Dec 27, 2020 | APWEX vs APLIX |
Often Compared With APWEX
What investors most often compare with APWEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | APWEX vs SPY | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | APWEX vs OLGAX | |
| Rydex Energy Fund | Energy Equities | 85 | 37.40% | Apr 20, 1998 | APWEX vs RYEIX | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | APWEX vs SCHD | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | APWEX vs VOO | |
| Permanent Portfolio Permanent Portfolio | Diversified Portfolio | 91 | 2.72% | Nov 30, 1982 | APWEX vs PRPFX | |
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | APWEX vs SWPPX | |
| Vanguard Energy ETF | Energy Equities | 77 | 38.21% | Sep 23, 2004 | APWEX vs VDE | |
| Fidelity Clean Energy ETF | Alternative Energy Equities | 97 | 13.86% | Oct 5, 2021 | APWEX vs FRNW | |
| Fidelity Water Sustainability Fund | Energy Equities | 61 | -0.36% | Apr 21, 2020 | APWEX vs FLOWX |
Compare APWEX with Any Fund or Stock
Compare APWEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.