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 a closer substitute for your current allocation.
Cheapest Alternatives to GAGEX
GAGEX charges 1.46% annually. There are 73 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 | GAGEX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | GAGEX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | GAGEX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | GAGEX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | GAGEX vs PRNEX |
Best Risk-Adjusted Alternatives to GAGEX
GAGEX has a PortfoliosLab risk / return rank of 56. There are 32 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 | GAGEX vs RSNYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 96 | — | Dec 2013 | GAGEX vs MLOZX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | GAGEX vs RSNRX | |
| Delaware Ivy Energy Fund | 91 | — | Apr 2006 | GAGEX vs IEYYX | |
| GMO Resources Fund | 84 | — | Dec 2011 | GAGEX vs GOFIX |
Top Performing GAGEX Alternatives (YTD)
GAGEX is at 24.17% YTD. There are 18 mutual funds in the Energy Equities category with higher YTD returns, going as high as 59.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 59.50% | — | Jun 2006 | GAGEX vs OEPIX | |
| Rydex Energy Services Fund | 36.38% | — | Mar 1998 | GAGEX vs RYVIX | |
| NXG Cushing® Midstream Energy Fund | 34.33% | — | Aug 2007 | GAGEX vs SRV | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | GAGEX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 31.62% | — | May 2007 | GAGEX vs RSNYX |
Lowest Volatility Alternatives to GAGEX
GAGEX has 18.92% 1-year volatility. There are 65 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 | GAGEX vs PAXDX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | GAGEX vs CSUIX | |
| JHancock Infrastructure Fund | 9.90% | — | Dec 2013 | GAGEX vs JEEIX | |
| Centre Global Infrastructure Fund | 9.94% | — | Jan 2018 | GAGEX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 10.01% | — | Aug 2006 | GAGEX vs EIPIX |
Lowest Drawdown Alternatives to GAGEX
GAGEX has a 1-year max drawdown of -13.16%. There are 76 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | GAGEX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | GAGEX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | GAGEX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | GAGEX vs DHIVX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | GAGEX vs GGINX |
Other Mutual Funds from Guinness Atkinson
The 4 most viewed Guinness Atkinson mutual funds shown here include IWIRX, ICHKX, GAAEX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guinness Atkinson Global Innovators Fund | Large Cap Growth Equities | 17 | 2.32% | — | Dec 1998 | GAGEX vs IWIRX | |
| Guinness Atkinson China And Hong Kong Fund | China Equities | 6 | -9.41% | — | Jun 1994 | GAGEX vs ICHKX | |
| Guinness Atkinson Alternative Energy Fund | Global Equities | 38 | 13.07% | — | Mar 2006 | GAGEX vs GAAEX | |
| Guinness Atkinson Asia Focus Fund | Asia Pacific Equities | 55 | 13.96% | — | Apr 1996 | GAGEX vs IASMX |
Often Compared With GAGEX
Investors most often compare GAGEX with BGLYX, GRHIX, VLPIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare GAGEX with Any Fund or Stock
Compare GAGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GAGEX with funds that move differently
Guinness Atkinson Global Energy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GAGEX.
Explore GAGEX Diversifiers