Eagle Energy Infrastructure Fund (EGLIX) 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 EGLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EGLIX
EGLIX charges 1.40% annually. There are 74 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.09% | 11.00B | Oct 2004 | EGLIX vs VENAX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 0.37% | 6.90B | Nov 2001 | EGLIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | May 1984 | EGLIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | EGLIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | EGLIX vs PRNEX |
Best Risk-Adjusted Alternatives to EGLIX
EGLIX has a PortfoliosLab risk / return rank of 79. There are 28 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 | EGLIX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | EGLIX vs RSNRX | |
| Delaware Ivy Energy Fund | 92 | — | Apr 2006 | EGLIX vs IEYYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | EGLIX vs RMLPX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 91 | 6.90B | Nov 2001 | EGLIX vs VGELX |
Top Performing EGLIX Alternatives (YTD)
EGLIX is at 29.53% YTD. There are 15 mutual funds in the Energy Equities category with higher YTD returns, going as high as 53.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 53.27% | — | Jun 2006 | EGLIX vs OEPIX | |
| Fidelity Select Energy Portfolio | 39.98% | — | Jul 1981 | EGLIX vs FSENX | |
| Recurrent MLP & Infrastructure Fund | 39.48% | — | Nov 2017 | EGLIX vs RMLPX | |
| Guinness Atkinson Global Energy Fund | 37.53% | — | Jun 2004 | EGLIX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 35.05% | 11.00B | Oct 2004 | EGLIX vs VENAX |
Lowest Volatility Alternatives to EGLIX
EGLIX has 15.02% 1-year volatility. There are 38 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 | EGLIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | EGLIX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | EGLIX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | EGLIX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | EGLIX vs CSUIX |
Lowest Drawdown Alternatives to EGLIX
EGLIX has a 1-year max drawdown of -7.20%. There are 27 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 | EGLIX vs PAXDX | |
| EIP Growth and Income Fund | -4.51% | — | Aug 2006 | EGLIX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | EGLIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | EGLIX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | EGLIX vs MLPOX |
Often Compared With EGLIX
Investors most often compare EGLIX with EMOIX, BRK-B, MPLX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare EGLIX with Any Fund or Stock
Compare EGLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EGLIX with funds that move differently
Eagle Energy Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EGLIX.
Explore EGLIX Diversifiers