Goehring & Rozencwajg Resources Fund (GRHIX) 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 GRHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GRHIX
GRHIX charges 0.92% annually. There are 23 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% | 12.70B | Oct 2004 | GRHIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.60B | Nov 2001 | GRHIX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | 7.60B | May 1984 | GRHIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | GRHIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | GRHIX vs PRNEX |
Best Risk-Adjusted Alternatives to GRHIX
GRHIX has a PortfoliosLab risk / return rank of 82. There are 22 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | GRHIX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 97 | — | May 2007 | GRHIX vs RSNYX | |
| Victory Global Energy Transition Fund | 97 | — | Nov 1995 | GRHIX vs RSNRX | |
| Delaware Ivy Energy Fund | 96 | — | Apr 2006 | GRHIX vs IEYYX | |
| GMO Resources Fund | 96 | — | Dec 2011 | GRHIX vs GOFIX |
Top Performing GRHIX Alternatives (YTD)
GRHIX is at 20.93% YTD. There are 42 mutual funds in the Energy Equities category with higher YTD returns, going as high as 81.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 81.75% | — | Jun 2006 | GRHIX vs OEPIX | |
| Rydex Energy Services Fund | 50.22% | — | Mar 1998 | GRHIX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 38.94% | — | May 2007 | GRHIX vs RSNYX | |
| Victory Global Energy Transition Fund | 38.76% | — | Nov 1995 | GRHIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 36.18% | — | Dec 2013 | GRHIX vs MLOZX |
Lowest Volatility Alternatives to GRHIX
GRHIX has 24.42% 1-year volatility. There are 84 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 8.08%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 8.08% | — | Dec 2016 | GRHIX vs PAXDX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.68% | — | May 2004 | GRHIX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.79% | — | Jan 2018 | GRHIX vs DHIVX | |
| JHancock Infrastructure Fund | 9.88% | — | Dec 2013 | GRHIX vs JEEIX | |
| Russell Investments Global Infrastructure Fund | 10.03% | — | Sep 2010 | GRHIX vs RGIYX |
Lowest Drawdown Alternatives to GRHIX
GRHIX has a 1-year max drawdown of -10.57%. There are 68 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 | |
|---|---|---|---|---|---|
| Centre Global Infrastructure Fund | -4.37% | — | Jan 2018 | GRHIX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | GRHIX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | GRHIX vs EIPIX | |
| Delaware Ivy Energy Fund | -4.55% | — | Apr 2006 | GRHIX vs IEYYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | GRHIX vs MLOZX |
Other Mutual Funds from Goehring & Rozencwajg
The 1 most viewed Goehring & Rozencwajg mutual funds shown here include GRHAX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Goehring & Rozencwajg Resources Fund Retail Class | Commodity Producers Equities | 82 | 20.83% | — | Dec 2016 | GRHIX vs GRHAX |
Often Compared With GRHIX
Investors most often compare GRHIX with VCMDX, VADGX, FKRCX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare GRHIX with Any Fund or Stock
Compare GRHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GRHIX with funds that move differently
Goehring & Rozencwajg Resources Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GRHIX.
Explore GRHIX Diversifiers