Hennessy Midstream Fund (HMSIX) Alternatives

Hennessy Midstream Fund (HMSIX) 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 HMSIX. 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 HMSIX

HMSIX charges 1.51% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among HMSIX alternatives.

Symbol	Name	Expense Ratio	Inception
VENAX	Vanguard Energy Index Fund Admiral Shares	0.10%	Oct 7, 2004	HMSIX vs VENAX
VGELX	Vanguard Energy Fund Admiral Shares	0.33%	Nov 12, 2001	HMSIX vs VGELX
VGENX	Vanguard Energy Fund Investor Shares	0.41%	May 23, 1984	HMSIX vs VGENX
FMGIX	Frontier MFG Core Infrastructure Fund	0.50%	Jan 17, 2012	HMSIX vs FMGIX
PRNEX	T. Rowe Price New Era Fund	0.56%	Jan 19, 1969	HMSIX vs PRNEX

Best Risk-Adjusted Alternatives to HMSIX

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
RSNRX	Victory Global Energy Transition Fund	98	Nov 14, 1995	HMSIX vs RSNRX
RSNYX	Victory Global Energy Transition Fund Class Y	98	May 1, 2007	HMSIX vs RSNYX
PSPFX	U.S. Global Investors Global Resources Fund	97	Aug 2, 1983	HMSIX vs PSPFX
GRHIX	Goehring & Rozencwajg Resources Fund	97	Dec 29, 2016	HMSIX vs GRHIX
IGNAX	Delaware Ivy Natural Resources Fund	96	Jan 1, 1997	HMSIX vs IGNAX

Top Performing HMSIX Alternatives (YTD)

HMSIX alternatives from the Energy Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
OEPIX	Oil Equipment & Services UltraSector ProFund	65.25%	Jun 4, 2006	HMSIX vs OEPIX
FSENX	Fidelity Select Energy Portfolio	40.53%	Jul 14, 1981	HMSIX vs FSENX
VENAX	Vanguard Energy Index Fund Admiral Shares	39.76%	Oct 7, 2004	HMSIX vs VENAX
RYVIX	Rydex Energy Services Fund	39.66%	Mar 31, 1998	HMSIX vs RYVIX
FSTEX	Invesco Energy Fund	38.85%	Jan 18, 1984	HMSIX vs FSTEX

Lowest Volatility Alternatives to HMSIX

HMSIX alternatives from the Energy Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	11.49%	May 2, 2004	HMSIX vs CSUIX
DHIVX	Centre Global Infrastructure Fund	11.79%	Jan 28, 2018	HMSIX vs DHIVX
PAXDX	Pax Global Sustainable Infrastructure Fund	11.81%	Dec 15, 2016	HMSIX vs PAXDX
FMGIX	Frontier MFG Core Infrastructure Fund	11.91%	Jan 17, 2012	HMSIX vs FMGIX
JEEIX	JHancock Infrastructure Fund	11.92%	Dec 19, 2013	HMSIX vs JEEIX

Lowest Drawdown Alternatives to HMSIX

HMSIX alternatives from the Energy Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
BGLYX	Brookfield Global Listed Infrastructure Fund	-7.55%	Nov 29, 2011	HMSIX vs BGLYX
DHIVX	Centre Global Infrastructure Fund	-7.73%	Jan 28, 2018	HMSIX vs DHIVX
PGJZX	PGIM Jennison Global Infrastructure Fund	-7.74%	Sep 24, 2013	HMSIX vs PGJZX
FMGIX	Frontier MFG Core Infrastructure Fund	-7.74%	Jan 17, 2012	HMSIX vs FMGIX
JEEIX	JHancock Infrastructure Fund	-7.76%	Dec 19, 2013	HMSIX vs JEEIX

Other Mutual Funds from Hennessy

Most popular Hennessy mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
HFMDX	Hennessy Cornerstone Mid Cap 30 Fund	Mid Cap Blend Equities	14	-4.78%	Sep 17, 2003	HMSIX vs HFMDX
HFCGX	Hennessy Cornerstone Growth Fund	Small Cap Blend Equities	24	0.00%	Nov 1, 1996	HMSIX vs HFCGX
HJPNX	Hennessy Japan Fund	Japan Equities	25	-1.56%	Oct 30, 2003	HMSIX vs HJPNX
HFCSX	Hennessy Focus Fund	Mid Cap Growth Equities	42	-5.05%	Jan 3, 1997	HMSIX vs HFCSX
GASFX	Hennessy Gas Utility Fund	Utilities Equities	77	14.24%	May 9, 1989	HMSIX vs GASFX
HFCVX	Hennessy Cornerstone Value Fund	Large Cap Value Equities	75	8.31%	Nov 1, 1996	HMSIX vs HFCVX
HJPSX	Hennessy Japan Small Cap Fund	Japan Equities	73	0.77%	Aug 30, 2007	HMSIX vs HJPSX
HFLGX	Hennessy Cornerstone Large Cap Growth Fund	Large Cap Value Equities	36	3.18%	Mar 20, 2009	HMSIX vs HFLGX
HBFBX	Hennessy Balanced Fund	Diversified Portfolio	73	3.41%	Mar 7, 1996	HMSIX vs HBFBX
HTECX	Hennessy Technology Fund	Technology Equities	19	-10.79%	Jan 31, 2002	HMSIX vs HTECX

Often Compared With HMSIX

What investors most often compare with HMSIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
AMLP	Alerian MLP ETF	MLPs	32	14.20%	Aug 23, 2010	HMSIX vs AMLP
ENFR	Alerian Energy Infrastructure ETF	Energy Equities	66	22.85%	Nov 1, 2013	HMSIX vs ENFR
MLPX	Global X MLP & Energy Infrastructure ETF	MLPs	62	23.52%	Aug 7, 2013	HMSIX vs MLPX
LSYAX	Lord Abbett Short Duration High Yield Fund	High Yield Bonds	70	-1.81%	May 1, 2020	HMSIX vs LSYAX
EMLP	First Trust North American Energy Infrastructure F...	MLPs, Actively Managed	78	16.08%	Jun 21, 2012	HMSIX vs EMLP
AMZA	InfraCap MLP ETF	MLPs, Actively Managed	19	19.38%	Oct 7, 2014	HMSIX vs AMZA
TPYP	Tortoise North American Pipeline Fund	Energy Equities	67	20.98%	Jun 30, 2015	HMSIX vs TPYP
MLPA	Global X MLP ETF	MLPs	30	13.45%	Apr 18, 2012	HMSIX vs MLPA
EQTIX	Shelton Equity Income Fund	Derivative Income	19	-5.55%	Sep 3, 1996	HMSIX vs EQTIX
MDST	Westwood Salient Enhanced Midstream Income ETF	Energy Equities	42	11.80%	Apr 8, 2024	HMSIX vs MDST
HNRIX	Hennessy Energy Transition Fund	Energy Equities	83	31.39%	Dec 30, 2013	HMSIX vs HNRIX
ICAP	InfraCap Equity Income Fund ETF	Actively Managed	51	-2.78%	Dec 28, 2021	HMSIX vs ICAP

Compare HMSIX with Any Fund or Stock

Compare HMSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Hennessy Midstream Fund

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