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 21 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% | 11.00B | Oct 2004 | BACIX vs VENAX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 0.37% | 6.90B | Nov 2001 | BACIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | 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 82. There are 24 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 | 96 | — | Nov 1995 | BACIX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | BACIX vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | BACIX vs RMLPX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 91 | 6.90B | Nov 2001 | BACIX vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | BACIX vs FRNRX |
Top Performing BACIX Alternatives (YTD)
BACIX is at 33.03% YTD. There are 5 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 46.27% | — | Jun 2006 | BACIX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | BACIX vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | BACIX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | BACIX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.62% | 11.00B | Oct 2004 | BACIX vs VENAX |
Lowest Volatility Alternatives to BACIX
BACIX has 18.03% 1-year volatility. There are 58 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | BACIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | BACIX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | BACIX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | BACIX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | BACIX vs CSUIX |
Lowest Drawdown Alternatives to BACIX
BACIX has a 1-year max drawdown of -13.24%. There are 74 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 | -4.51% | — | Aug 2006 | BACIX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | BACIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | BACIX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | BACIX vs MLPOX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | BACIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | BACIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | BACIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | BACIX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | BACIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | BACIX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | BACIX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | BACIX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | BACIX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | BACIX vs BRHYX |
Often Compared With BACIX
Investors most often compare BACIX with FBGRX, NVDA, GRHIX. These 20 comparison targets span 9 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