Guinness Atkinson Global Energy Fund (GAGEX) Alternatives
Guinness Atkinson Global Energy Fund (GAGEX) 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 GAGEX. 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 GAGEX
GAGEX charges 1.46% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among GAGEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | GAGEX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | GAGEX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | GAGEX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | GAGEX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | GAGEX vs PRNEX |
Best Risk-Adjusted Alternatives to GAGEX
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 | GAGEX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | GAGEX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | GAGEX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | GAGEX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | GAGEX vs IGNAX |
Top Performing GAGEX Alternatives (YTD)
GAGEX 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 | GAGEX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | GAGEX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | GAGEX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | GAGEX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | GAGEX vs FSTEX |
Lowest Volatility Alternatives to GAGEX
GAGEX 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 | GAGEX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | GAGEX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | GAGEX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | GAGEX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | GAGEX vs JEEIX |
Lowest Drawdown Alternatives to GAGEX
GAGEX 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 | GAGEX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | GAGEX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | GAGEX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | GAGEX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | GAGEX vs JEEIX |
Other Mutual Funds from Guinness Atkinson
Most popular Guinness Atkinson mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Guinness Atkinson Global Innovators Fund | Large Cap Growth Equities | 28 | -9.16% | Dec 15, 1998 | GAGEX vs IWIRX | |
| Guinness Atkinson China And Hong Kong Fund | China Equities | 28 | -3.57% | Jun 29, 1994 | GAGEX vs ICHKX | |
| Guinness Atkinson Alternative Energy Fund | Global Equities | 68 | -3.94% | Mar 30, 2006 | GAGEX vs GAAEX | |
| Guinness Atkinson Asia Focus Fund | Asia Pacific Equities | 68 | -1.19% | Apr 28, 1996 | GAGEX vs IASMX |
Often Compared With GAGEX
What investors most often compare with GAGEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Rydex Energy Fund | Energy Equities | 85 | 37.40% | Apr 20, 1998 | GAGEX vs RYEIX |
Compare GAGEX with Any Fund or Stock
Compare GAGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.