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 a closer substitute for your current allocation.
Cheapest Alternatives to APWEX
APWEX charges 1.15% annually. There are 42 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 | APWEX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | APWEX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | APWEX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | APWEX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | APWEX vs PRNEX |
Best Risk-Adjusted Alternatives to APWEX
APWEX has a PortfoliosLab risk / return rank of 65. There are 38 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 | APWEX vs MLOZX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | APWEX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 94 | — | May 2007 | APWEX vs RSNYX | |
| Delaware Ivy Energy Fund | 91 | — | Apr 2006 | APWEX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | APWEX vs EIPIX |
Top Performing APWEX Alternatives (YTD)
APWEX is at 26.01% YTD. There are 24 mutual funds in the Energy Equities category with higher YTD returns, going as high as 57.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 57.58% | — | Jun 2006 | APWEX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 36.63% | — | Nov 2017 | APWEX vs RMLPX | |
| Rydex Energy Services Fund | 35.76% | — | Mar 1998 | APWEX vs RYVIX | |
| Catalyst Energy Infrastructure Fund | 33.51% | — | Dec 2014 | APWEX vs MLXIX | |
| Fidelity Select Energy Portfolio | 33.41% | — | Jul 1981 | APWEX vs FSENX |
Lowest Volatility Alternatives to APWEX
APWEX has 18.42% 1-year volatility. There are 62 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 | APWEX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | APWEX vs SBMBX | |
| JHancock Infrastructure Fund | 10.07% | — | Dec 2013 | APWEX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.09% | — | May 2004 | APWEX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.16% | — | Jan 2018 | APWEX vs DHIVX |
Lowest Drawdown Alternatives to APWEX
APWEX has a 1-year max drawdown of -10.50%. There are 51 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 | APWEX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | APWEX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | APWEX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | APWEX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | APWEX vs SBMBX |
Other Mutual Funds from Cavanal Hill funds
The 5 most viewed Cavanal Hill funds mutual funds shown here include APUSX, APBDX, APLIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 18 | 1.00% | — | Dec 2017 | APWEX vs APUSX | |
| Cavanal Hill Bond Fund | Intermediate Core Bond | 27 | 0.02% | — | Sep 1990 | APWEX vs APBDX | |
| Cavanal Hill Hedged Income Fund | Options Trading | 48 | 7.14% | — | Dec 2020 | APWEX vs APLIX | |
| Cavanal Hill Limited Duration Fund | Short-Term Bond | 51 | 0.81% | — | Oct 1994 | APWEX vs APSTX | |
| Cavanal Hill Strategic Enhanced Yield Fund | Multisector Bonds | 36 | 0.19% | — | Dec 2017 | APWEX vs APENX |
Often Compared With APWEX
Investors most often compare APWEX with RYEIX, SPY, SCHD. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare APWEX with Any Fund or Stock
Compare APWEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APWEX with funds that move differently
Cavanal Hill World Energy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APWEX.
Explore APWEX Diversifiers