BlackRock Energy Opportunities Fund (BACIX) 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 BACIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BACIX
BACIX 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% | 11.80B | Oct 2004 | BACIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | BACIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | BACIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | BACIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | BACIX vs PRNEX |
Best Risk-Adjusted Alternatives to BACIX
BACIX has a PortfoliosLab risk / return rank of 31. There are 61 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | BACIX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | BACIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | BACIX vs MLOZX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | BACIX vs IEYYX | |
| GMO Resources Fund | 86 | — | Dec 2011 | BACIX vs GOFIX |
Top Performing BACIX Alternatives (YTD)
BACIX is at 21.82% YTD. There are 24 mutual funds in the Energy Equities category with higher YTD returns, going as high as 61.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 61.97% | — | Jun 2006 | BACIX vs OEPIX | |
| Rydex Energy Services Fund | 37.59% | — | Mar 1998 | BACIX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | BACIX vs RSNYX | |
| Victory Global Energy Transition Fund | 34.09% | — | Nov 1995 | BACIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | BACIX vs MLOZX |
Lowest Volatility Alternatives to BACIX
BACIX has 17.63% 1-year volatility. There are 58 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.94% | — | Dec 2016 | BACIX vs PAXDX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | BACIX vs CSUIX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | BACIX vs JEEIX | |
| Centre Global Infrastructure Fund | 9.96% | — | Jan 2018 | BACIX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 9.97% | — | Aug 2006 | BACIX vs EIPIX |
Lowest Drawdown Alternatives to BACIX
BACIX has a 1-year max drawdown of -12.23%. There are 69 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 | BACIX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | BACIX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | BACIX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | BACIX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | BACIX vs IEYYX |
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 | 30 | 11.26% | — | Sep 2021 | BACIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | BACIX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | BACIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | BACIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | BACIX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | BACIX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | BACIX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | BACIX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | BACIX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | BACIX vs FFANX |
Often Compared With BACIX
Investors most often compare BACIX with NVDA, FBGRX, GRHIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BACIX with Any Fund or Stock
Compare BACIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BACIX 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 BACIX.
Explore BACIX Diversifiers