BlackRock Energy Opportunities Fund (BACAX) 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 BACAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BACAX
BACAX charges 1.32% annually. There are 62 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 | BACAX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | BACAX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | BACAX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | BACAX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | BACAX vs PRNEX |
Best Risk-Adjusted Alternatives to BACAX
BACAX has a PortfoliosLab risk / return rank of 45. There are 57 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 | BACAX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 94 | — | May 2007 | BACAX vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | BACAX vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | BACAX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | BACAX vs EIPIX |
Top Performing BACAX Alternatives (YTD)
BACAX is at 23.82% YTD. There are 29 mutual funds in the Energy Equities category with higher YTD returns, going as high as 55.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 55.57% | — | Jun 2006 | BACAX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.07% | — | Aug 2007 | BACAX vs SRV | |
| Rydex Energy Services Fund | 34.99% | — | Mar 1998 | BACAX vs RYVIX | |
| Recurrent MLP & Infrastructure Fund | 33.65% | — | Nov 2017 | BACAX vs RMLPX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | BACAX vs MLOZX |
Lowest Volatility Alternatives to BACAX
BACAX has 17.52% 1-year volatility. There are 56 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 | BACAX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | BACAX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | BACAX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.09% | — | May 2004 | BACAX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.15% | — | Jan 2018 | BACAX vs DHIVX |
Lowest Drawdown Alternatives to BACAX
BACAX has a 1-year max drawdown of -13.36%. There are 73 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 | BACAX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | BACAX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | BACAX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | BACAX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | BACAX vs SBMBX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | BACAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | BACAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | BACAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | BACAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | BACAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | BACAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | BACAX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | BACAX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | BACAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | BACAX vs FAMRX |
Often Compared With BACAX
Investors most often compare BACAX with VXUS, YAFFX, FKUTX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare BACAX with Any Fund or Stock
Compare BACAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BACAX with funds that move differently
BlackRock Energy Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BACAX.
Explore BACAX Diversifiers