Centre Global Infrastructure Fund (DHIVX) 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 DHIVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DHIVX
DHIVX charges 1.57% annually. There are 79 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 | DHIVX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | DHIVX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | DHIVX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | DHIVX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | DHIVX vs PRNEX |
Best Risk-Adjusted Alternatives to DHIVX
DHIVX has a PortfoliosLab risk / return rank of 43. There are 42 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 | DHIVX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | DHIVX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | DHIVX vs MLOZX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | DHIVX vs IEYYX | |
| GMO Resources Fund | 86 | — | Dec 2011 | DHIVX vs GOFIX |
Top Performing DHIVX Alternatives (YTD)
DHIVX is at 10.10% YTD. There are 71 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 | DHIVX vs OEPIX | |
| Rydex Energy Services Fund | 37.59% | — | Mar 1998 | DHIVX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | DHIVX vs RSNYX | |
| Victory Global Energy Transition Fund | 34.09% | — | Nov 1995 | DHIVX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | DHIVX vs MLOZX |
Lowest Volatility Alternatives to DHIVX
DHIVX has 9.96% 1-year volatility. There are 3 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 | DHIVX vs PAXDX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | DHIVX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | DHIVX vs CSUIX | |
| EIP Growth and Income Fund (NEW) | 9.97% | — | Aug 2006 | DHIVX vs EIPIX | |
| Russell Investments Global Infrastructure Fund | 10.05% | — | Sep 2010 | DHIVX vs RGIYX |
Lowest Drawdown Alternatives to DHIVX
DHIVX has a 1-year max drawdown of -5.29%. There are 3 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 | DHIVX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | DHIVX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | DHIVX vs MLOZX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | DHIVX vs IEYYX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | DHIVX vs GGINX |
Other Mutual Funds from Centre Funds
The 1 most viewed Centre Funds mutual funds shown here include DHAMX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Centre American Select Equity Fund | Large Cap Blend Equities | 91 | 24.16% | — | Dec 2011 | DHIVX vs DHAMX |
Often Compared With DHIVX
Investors most often compare DHIVX with FNSTX, FGIYX, MGLBX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DHIVX with Any Fund or Stock
Compare DHIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DHIVX with funds that move differently
Centre Global Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DHIVX.
Explore DHIVX Diversifiers