EIP Growth and Income Fund (EIPIX) 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 EIPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EIPIX
EIPIX charges 1.25% annually. There are 56 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 | EIPIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 6.90B | Nov 2001 | EIPIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | May 1984 | EIPIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | EIPIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | EIPIX vs PRNEX |
Best Risk-Adjusted Alternatives to EIPIX
EIPIX has a PortfoliosLab risk / return rank of 87. There are 9 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 | EIPIX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | EIPIX vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | EIPIX vs RMLPX | |
| Vanguard Energy Fund Admiral Shares | 91 | 6.90B | Nov 2001 | EIPIX vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | EIPIX vs FRNRX |
Top Performing EIPIX Alternatives (YTD)
EIPIX is at 18.81% YTD. There are 50 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 | EIPIX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | EIPIX vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | EIPIX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | EIPIX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.62% | 11.00B | Oct 2004 | EIPIX vs VENAX |
Lowest Volatility Alternatives to EIPIX
EIPIX has 10.39% 1-year volatility. There are 7 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 | EIPIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | EIPIX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | EIPIX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | EIPIX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | EIPIX vs CSUIX |
Lowest Drawdown Alternatives to EIPIX
EIPIX has a 1-year max drawdown of -4.51%. There is 1 mutual fund in the Energy Equities category with a shallower 1-year drawdown, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | EIPIX vs PAXDX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | EIPIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | EIPIX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | EIPIX vs MLPOX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | -5.96% | — | May 2004 | EIPIX vs CSUIX |
Often Compared With EIPIX
Investors most often compare EIPIX with KYN, MLPD.L, SDOG. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare EIPIX with Any Fund or Stock
Compare EIPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EIPIX with funds that move differently
EIP Growth and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EIPIX.
Explore EIPIX Diversifiers