Eagle MLP Strategy Fund (EGLIX) Alternatives
Eagle MLP Strategy 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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EGLIX
EGLIX charges 1.40% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among EGLIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | EGLIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | EGLIX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | EGLIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | EGLIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | EGLIX vs PRNEX |
Best Risk-Adjusted Alternatives to EGLIX
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 | EGLIX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | EGLIX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | EGLIX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | EGLIX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | EGLIX vs IGNAX |
Top Performing EGLIX Alternatives (YTD)
EGLIX 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 | EGLIX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | EGLIX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | EGLIX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | EGLIX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | EGLIX vs FSTEX |
Lowest Volatility Alternatives to EGLIX
EGLIX 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 | EGLIX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | EGLIX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | EGLIX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | EGLIX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | EGLIX vs JEEIX |
Lowest Drawdown Alternatives to EGLIX
EGLIX 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 | EGLIX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | EGLIX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | EGLIX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | EGLIX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | EGLIX vs JEEIX |
Often Compared With EGLIX
What investors most often compare with EGLIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Eaton Vance Municipal Opportunities Fund | Municipal Bonds | 61 | -0.57% | May 30, 2011 | EGLIX vs EMOIX | |
| Berkshire Hathaway Inc. | 20 | -4.67% | — | EGLIX vs BRK-B | ||
| MPLX LP | 66 | 9.03% | — | EGLIX vs MPLX | ||
| Aegis Value Fund | Small Cap Value Equities | 98 | 13.53% | May 15, 1998 | EGLIX vs AVALX | |
| Rydex Energy Fund | Energy Equities | 85 | 37.40% | Apr 20, 1998 | EGLIX vs RYEIX |
Compare EGLIX with Any Fund or Stock
Compare EGLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.