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 | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | EIPIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | EIPIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | 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 72. 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 Class Y | 96 | — | May 2007 | EIPIX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | EIPIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | EIPIX vs MLOZX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | EIPIX vs IEYYX | |
| GMO Resources Fund | 86 | — | Dec 2011 | EIPIX vs GOFIX |
Top Performing EIPIX Alternatives (YTD)
EIPIX is at 16.29% YTD. There are 53 mutual funds in the Energy Equities category with higher YTD returns, going as high as 61.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 61.97% | — | Jun 2006 | EIPIX vs OEPIX | |
| Rydex Energy Services Fund | 37.59% | — | Mar 1998 | EIPIX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | EIPIX vs RSNYX | |
| Victory Global Energy Transition Fund | 34.09% | — | Nov 1995 | EIPIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | EIPIX vs MLOZX |
Lowest Volatility Alternatives to EIPIX
EIPIX has 9.97% 1-year volatility. There are 4 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.94% | — | Dec 2016 | EIPIX vs PAXDX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | EIPIX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | EIPIX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.96% | — | Jan 2018 | EIPIX vs DHIVX | |
| Russell Investments Global Infrastructure Fund | 10.05% | — | Sep 2010 | EIPIX vs RGIYX |
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 | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | EIPIX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | EIPIX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | EIPIX vs IEYYX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | EIPIX vs GGINX |
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.
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 (NEW) alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EIPIX.
Explore EIPIX Diversifiers