GMO Resources Fund (GOFIX) 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 GOFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GOFIX
GOFIX charges 0.72% annually. There are 6 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 | GOFIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | GOFIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | GOFIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | GOFIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | GOFIX vs PRNEX |
Best Risk-Adjusted Alternatives to GOFIX
GOFIX has a PortfoliosLab risk / return rank of 86. There are 4 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 | GOFIX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | GOFIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | GOFIX vs MLOZX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | GOFIX vs IEYYX | |
| Franklin Natural Resources Fund | 84 | — | Jun 1995 | GOFIX vs FRNRX |
Top Performing GOFIX Alternatives (YTD)
GOFIX is at 23.17% YTD. There are 16 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 | GOFIX vs OEPIX | |
| Rydex Energy Services Fund | 37.59% | — | Mar 1998 | GOFIX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | GOFIX vs RSNYX | |
| Victory Global Energy Transition Fund | 34.09% | — | Nov 1995 | GOFIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | GOFIX vs MLOZX |
Lowest Volatility Alternatives to GOFIX
GOFIX has 20.51% 1-year volatility. There are 76 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 | GOFIX vs PAXDX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | GOFIX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | GOFIX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.96% | — | Jan 2018 | GOFIX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 9.97% | — | Aug 2006 | GOFIX vs EIPIX |
Lowest Drawdown Alternatives to GOFIX
GOFIX has a 1-year max drawdown of -9.78%. There are 54 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 | GOFIX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | GOFIX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | GOFIX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | GOFIX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | GOFIX vs IEYYX |
Other Mutual Funds from GMO
The 10 most viewed GMO mutual funds shown here include GQETX, GMOIX, GMOQX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GMO Quality Fund | Large Cap Blend Equities | 32 | 3.91% | — | Feb 2004 | GOFIX vs GQETX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 86 | 21.29% | — | Mar 1987 | GOFIX vs GMOIX | |
| GMO Emerging Country Debt Fund Class VI | Emerging Markets Bonds | 98 | 9.35% | — | Apr 1994 | GOFIX vs GMOQX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 1.26% | — | Mar 2009 | GOFIX vs GUSTX | |
| GMO Global Equity Allocation Fund | Global Equities | 91 | 18.76% | — | Nov 1996 | GOFIX vs GMGEX | |
| GMO International Developed Equity Allocation Fund | Foreign Large Cap Equities | 89 | 19.59% | — | Jun 2006 | GOFIX vs GIOTX | |
| GMO Multi-Sector Fixed Income Fund | Intermediate Core-Plus Bond | 76 | 0.96% | — | Apr 1997 | GOFIX vs GUGAX | |
| GMO Benchmark-Free Fund | Global Allocation | 95 | 10.65% | — | Jun 2011 | GOFIX vs GBFFX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 3 | -4.93% | — | Mar 2009 | GOFIX vs GABFX | |
| GMO Alternative Allocation Fund | Multistrategy | 69 | 1.36% | — | May 2019 | GOFIX vs GAAVX |
Often Compared With GOFIX
Investors most often compare GOFIX with SCHD, DES, JEPQ. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare GOFIX with Any Fund or Stock
Compare GOFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GOFIX with funds that move differently
GMO Resources Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GOFIX.
Explore GOFIX Diversifiers