EIPIX Alternatives & Similar Mutual Funds

EIP Growth and Income Fund (NEW) (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 54 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.

Symbol	Name	Expense Ratio	AUM	Inception
VENAX	Vanguard Energy Index Fund Admiral Shares	0.10%	11.80B	Oct 2004	EIPIX vs VENAX
VGELX	Vanguard Energy Fund Admiral Shares	0.33%	7.10B	Nov 2001	EIPIX vs VGELX
VGENX	Vanguard Energy Opportunities Fund Investor Shares	0.45%	7.10B	May 1984	EIPIX vs VGENX
FMGIX	Frontier MFG Core Infrastructure Fund	0.50%	—	Jan 2012	EIPIX vs FMGIX
PRNEX	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 88. There are 4 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	97	—	Dec 2013	EIPIX vs MLOZX
RSNYX	Victory Global Energy Transition Fund Class Y	94	—	May 2007	EIPIX vs RSNYX
RSNRX	Victory Global Energy Transition Fund	94	—	Nov 1995	EIPIX vs RSNRX
IEYYX	Delaware Ivy Energy Fund	88	—	Apr 2006	EIPIX vs IEYYX
ICPAX	Integrity Mid-North American Resources Fund	86	—	Apr 1999	EIPIX vs ICPAX

Top Performing EIPIX Alternatives (YTD)

EIPIX is at 18.64% YTD. There are 43 mutual funds in the Energy Equities category with higher YTD returns, going as high as 55.57%.

Symbol	Name	YTD Return	AUM	Inception
OEPIX	Oil Equipment & Services UltraSector ProFund	55.57%	—	Jun 2006	EIPIX vs OEPIX
SRV	NXG Cushing® Midstream Energy Fund	36.07%	—	Aug 2007	EIPIX vs SRV
RYVIX	Rydex Energy Services Fund	34.99%	—	Mar 1998	EIPIX vs RYVIX
RMLPX	Recurrent MLP & Infrastructure Fund	33.65%	—	Nov 2017	EIPIX vs RMLPX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	32.43%	—	Dec 2013	EIPIX vs MLOZX

Lowest Volatility Alternatives to EIPIX

EIPIX has 10.22% 1-year volatility. There are 5 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.

Symbol	Name	Volatility 1Y	AUM	Inception
PAXDX	Pax Global Sustainable Infrastructure Fund	7.65%	—	Dec 2016	EIPIX vs PAXDX
SBMBX	Saratoga Energy & Basic Materials Fund	9.77%	—	Oct 1997	EIPIX vs SBMBX
JEEIX	JHancock Infrastructure Fund	10.04%	—	Dec 2013	EIPIX vs JEEIX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	10.09%	—	May 2004	EIPIX vs CSUIX
DHIVX	Centre Global Infrastructure Fund	10.15%	—	Jan 2018	EIPIX vs DHIVX

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
PAXDX	Pax Global Sustainable Infrastructure Fund	-4.49%	—	Dec 2016	EIPIX vs PAXDX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	-4.71%	—	Dec 2013	EIPIX vs MLOZX
GGINX	Goldman Sachs Global Infrastructure Fund	-5.59%	—	Jun 2016	EIPIX vs GGINX
SBMBX	Saratoga Energy & Basic Materials Fund	-5.66%	—	Oct 1997	EIPIX vs SBMBX
MLPOX	Invesco SteelPath MLP Alpha Fund	-5.93%	—	Mar 2010	EIPIX vs MLPOX

Often Compared With EIPIX

Investors most often compare EIPIX with KYN, MLPD.L, SDOG. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
KYN	Kayne Anderson Energy Infrastructure Fund	Energy Equities	48	20.32%	—	Sep 2024	EIPIX vs KYN
MLPD.L	Invesco Morningstar US Energy Infrastructure MLP U...	Energy Equities	39	19.48%	412.43M	May 2013	EIPIX vs MLPD.L
SDOG	ALPS Sector Dividend Dogs ETF	Large Cap Value Equities, Dividend	83	18.72%	1.38B	Jun 2012	EIPIX vs SDOG
FSGGX	Fidelity Global ex U.S. Index Fund	Foreign Large Cap Equities	58	14.15%	—	Aug 2011	EIPIX vs FSGGX
SGOV	iShares 0-3 Month Treasury Bond ETF	Ultrashort Bond	100	1.92%	97.69B	May 2020	EIPIX vs SGOV
VLPIX	Virtus Duff & Phelps Select MLP and Energy Fund	Energy Equities	84	25.37%	—	Sep 2015	EIPIX vs VLPIX
FSDPX	Fidelity Select Materials Portfolio	Energy Equities	13	10.66%	—	Sep 1986	EIPIX vs FSDPX
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	Dividend, Large Cap Blend Equities	56	9.54%	127.80B	Dec 2013	EIPIX vs VDADX
FSENX	Fidelity Select Energy Portfolio	Energy Equities	62	30.30%	—	Jul 1981	EIPIX vs FSENX
RGIYX	Russell Investments Global Infrastructure Fund	Energy Equities	58	11.07%	—	Sep 2010	EIPIX vs RGIYX
AWTAX	Virtus Water Fund	Energy Equities	4	1.47%	—	Mar 2008	EIPIX vs AWTAX
FARMX	Fidelity Agricultural Productivity Fund	Energy Equities	15	19.28%	—	Apr 2020	EIPIX vs FARMX
GRHIX	Goehring & Rozencwajg Resources Fund	Energy Equities	34	2.90%	—	Dec 2016	EIPIX vs GRHIX
PEO	Adams Natural Resources Closed Fund	Energy Equities	43	24.21%	—	Jan 1929	EIPIX vs PEO
CGAEX	Calvert Global Energy Solutions Fund Class A	Energy Equities	58	13.89%	—	May 2007	EIPIX vs CGAEX
GLPIX	Goldman Sachs MLP Energy Infrastructure Fund	Energy Equities	62	18.82%	—	Mar 2013	EIPIX vs GLPIX
RYEIX	Rydex Energy Fund	Energy Equities	51	26.34%	—	Apr 1998	EIPIX vs RYEIX
CCCNX	Center Coast Brookfield Midstream Focus Fund	Energy Equities	61	24.61%	—	Dec 2010	EIPIX vs CCCNX
GAGEX	Guinness Atkinson Global Energy Fund	Energy Equities	56	25.89%	—	Jun 2004	EIPIX vs GAGEX
TOLIX	DWS RREEF Global Infrastructure Fund	Energy Equities	32	9.78%	—	Jun 2008	EIPIX vs TOLIX

Compare EIPIX with Any Fund or Stock

Compare EIPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair EIPIX with funds that move differently

EIP Growth and Income Fund (NEW) alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EIPIX.

Explore EIPIX Diversifiers

EIP Growth and Income Fund (NEW) (EIPIX) Alternatives