BlackRock Energy Opportunities Fund (BACIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BACIX
BACIX charges 0.91% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among BACIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | BACIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | BACIX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | BACIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | BACIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | BACIX vs PRNEX |
Best Risk-Adjusted Alternatives to BACIX
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 | BACIX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | BACIX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | BACIX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | BACIX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | BACIX vs IGNAX |
Top Performing BACIX Alternatives (YTD)
BACIX 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 | BACIX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | BACIX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | BACIX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | BACIX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | BACIX vs FSTEX |
Lowest Volatility Alternatives to BACIX
BACIX 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 | BACIX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | BACIX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | BACIX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | BACIX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | BACIX vs JEEIX |
Lowest Drawdown Alternatives to BACIX
BACIX 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 | BACIX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | BACIX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | BACIX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | BACIX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | BACIX vs JEEIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With BACIX
What investors most often compare with BACIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | BACIX vs FBGRX | |
| NVIDIA Corporation | 83 | -6.48% | — | BACIX vs NVDA | ||
| Rydex Energy Fund | Energy Equities | 85 | 37.40% | Apr 20, 1998 | BACIX vs RYEIX |
Compare BACIX with Any Fund or Stock
Compare BACIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.