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 53 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%	12.70B	Oct 2004	EIPIX vs VENAX
VGELX	Vanguard Energy Fund Admiral Shares	0.33%	7.60B	Nov 2001	EIPIX vs VGELX
VGENX	Vanguard Energy Fund Investor Shares	0.41%	7.60B	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 73. There are 28 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	97	—	May 2007	EIPIX vs RSNYX
RSNRX	Victory Global Energy Transition Fund	97	—	Nov 1995	EIPIX vs RSNRX
IEYYX	Delaware Ivy Energy Fund	96	—	Apr 2006	EIPIX vs IEYYX
GOFIX	GMO Resources Fund	96	—	Dec 2011	EIPIX vs GOFIX

Top Performing EIPIX Alternatives (YTD)

EIPIX is at 15.40% YTD. There are 59 mutual funds in the Energy Equities category with higher YTD returns, going as high as 75.62%.

Symbol	Name	YTD Return	AUM	Inception
OEPIX	Oil Equipment & Services UltraSector ProFund	75.62%	—	Jun 2006	EIPIX vs OEPIX
RYVIX	Rydex Energy Services Fund	46.69%	—	Mar 1998	EIPIX vs RYVIX
RSNYX	Victory Global Energy Transition Fund Class Y	37.34%	—	May 2007	EIPIX vs RSNYX
RSNRX	Victory Global Energy Transition Fund	37.15%	—	Nov 1995	EIPIX vs RSNRX
GOFIX	GMO Resources Fund	33.87%	—	Dec 2011	EIPIX vs GOFIX

Lowest Volatility Alternatives to EIPIX

EIPIX has 9.98% 1-year volatility. There are 5 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 8.09%.

Symbol	Name	Volatility 1Y	AUM	Inception
PAXDX	Pax Global Sustainable Infrastructure Fund	8.09%	—	Dec 2016	EIPIX vs PAXDX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	9.62%	—	May 2004	EIPIX vs CSUIX
DHIVX	Centre Global Infrastructure Fund	9.73%	—	Jan 2018	EIPIX vs DHIVX
JEEIX	JHancock Infrastructure Fund	9.84%	—	Dec 2013	EIPIX vs JEEIX
RGIYX	Russell Investments Global Infrastructure Fund	9.97%	—	Sep 2010	EIPIX vs RGIYX

Lowest Drawdown Alternatives to EIPIX

EIPIX has a 1-year max drawdown of -4.51%. There are 2 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.37%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DHIVX	Centre Global Infrastructure Fund	-4.37%	—	Jan 2018	EIPIX vs DHIVX
PAXDX	Pax Global Sustainable Infrastructure Fund	-4.49%	—	Dec 2016	EIPIX vs PAXDX
IEYYX	Delaware Ivy Energy Fund	-4.55%	—	Apr 2006	EIPIX vs IEYYX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	-4.71%	—	Dec 2013	EIPIX vs MLOZX
PRNEX	T. Rowe Price New Era Fund	-4.90%	—	Jan 1969	EIPIX vs PRNEX

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	29	16.43%	—	Sep 2024	EIPIX vs KYN
MLPD.L	Invesco Morningstar US Energy Infrastructure MLP U...	Energy Equities	31	18.07%	380.46M	May 2013	EIPIX vs MLPD.L
SDOG	ALPS Sector Dividend Dogs ETF	Large Cap Value Equities, Dividend	73	15.26%	1.38B	Jun 2012	EIPIX vs SDOG
FSGGX	Fidelity Global ex U.S. Index Fund	Foreign Large Cap Equities	59	15.01%	—	Aug 2011	EIPIX vs FSGGX
SGOV	iShares 0-3 Month Treasury Bond ETF	Ultrashort Bond	100	1.50%	91.90B	May 2020	EIPIX vs SGOV
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	Large Cap Blend Equities	47	6.93%	124.70B	Dec 2013	EIPIX vs VDADX
VLPIX	Virtus Duff & Phelps Select MLP and Energy Fund	Energy Equities	50	19.99%	—	Sep 2015	EIPIX vs VLPIX
FSDPX	Fidelity Select Materials Portfolio	Energy Equities	21	14.91%	—	Sep 1986	EIPIX vs FSDPX
FSENX	Fidelity Select Energy Portfolio	Energy Equities	78	33.18%	—	Jul 1981	EIPIX vs FSENX
FARMX	Fidelity Agricultural Productivity Fund	Energy Equities	11	17.02%	—	Apr 2020	EIPIX vs FARMX
GRHIX	Goehring & Rozencwajg Resources Fund	Energy Equities	82	18.89%	—	Dec 2016	EIPIX vs GRHIX
PEO	Adams Natural Resources Closed Fund	Energy Equities	63	24.50%	—	Jan 1929	EIPIX vs PEO
CCCNX	Center Coast Brookfield Midstream Focus Fund	Energy Equities	35	20.70%	—	Dec 2010	EIPIX vs CCCNX
RYEIX	Rydex Energy Fund	Energy Equities	80	33.33%	—	Apr 1998	EIPIX vs RYEIX
AWTAX	Virtus Water Fund	Energy Equities	2	-4.53%	—	Mar 2008	EIPIX vs AWTAX
GAGEX	Guinness Atkinson Global Energy Fund	Energy Equities	86	32.24%	—	Jun 2004	EIPIX vs GAGEX
PGJZX	PGIM Jennison Global Infrastructure Fund	Energy Equities	25	7.11%	—	Sep 2013	EIPIX vs PGJZX
GLPIX	Goldman Sachs MLP Energy Infrastructure Fund	Energy Equities	39	16.61%	—	Mar 2013	EIPIX vs GLPIX
CGAEX	Calvert Global Energy Solutions Fund Class A	Energy Equities	87	21.45%	—	May 2007	EIPIX vs CGAEX
PSPFX	U.S. Global Investors Global Resources Fund	Energy Equities	87	17.33%	—	Aug 1983	EIPIX vs PSPFX

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