Hennessy Energy Transition Fund (HNRIX) Alternatives
Hennessy Energy Transition Fund (HNRIX) 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 HNRIX. 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 HNRIX
HNRIX charges 1.92% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among HNRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | HNRIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | HNRIX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | HNRIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | HNRIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | HNRIX vs PRNEX |
Best Risk-Adjusted Alternatives to HNRIX
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 | HNRIX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | HNRIX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | HNRIX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | HNRIX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | HNRIX vs IGNAX |
Top Performing HNRIX Alternatives (YTD)
HNRIX 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 | HNRIX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | HNRIX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | HNRIX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | HNRIX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | HNRIX vs FSTEX |
Lowest Volatility Alternatives to HNRIX
HNRIX 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 | HNRIX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | HNRIX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | HNRIX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | HNRIX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | HNRIX vs JEEIX |
Lowest Drawdown Alternatives to HNRIX
HNRIX 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 | HNRIX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | HNRIX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | HNRIX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | HNRIX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | HNRIX 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 | |
|---|---|---|---|---|---|---|
| Hennessy Cornerstone Mid Cap 30 Fund | Mid Cap Blend Equities | 14 | -4.78% | Sep 17, 2003 | HNRIX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 24 | 0.00% | Nov 1, 1996 | HNRIX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities | 25 | -1.56% | Oct 30, 2003 | HNRIX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 16 | 17.65% | Dec 30, 2013 | HNRIX vs HMSIX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 42 | -5.05% | Jan 3, 1997 | HNRIX vs HFCSX | |
| Hennessy Gas Utility Fund | Utilities Equities | 77 | 14.24% | May 9, 1989 | HNRIX vs GASFX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 75 | 8.31% | Nov 1, 1996 | HNRIX vs HFCVX | |
| Hennessy Japan Small Cap Fund | Japan Equities | 73 | 0.77% | Aug 30, 2007 | HNRIX vs HJPSX | |
| Hennessy Cornerstone Large Cap Growth Fund | Large Cap Value Equities | 36 | 3.18% | Mar 20, 2009 | HNRIX vs HFLGX | |
| Hennessy Balanced Fund | Diversified Portfolio | 73 | 3.41% | Mar 7, 1996 | HNRIX vs HBFBX |
Often Compared With HNRIX
What investors most often compare with HNRIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Hennessy Technology Fund | Technology Equities | 19 | -10.79% | Jan 31, 2002 | HNRIX vs HTECX | |
| Rydex Energy Fund | Energy Equities | 85 | 37.40% | Apr 20, 1998 | HNRIX vs RYEIX |
Compare HNRIX with Any Fund or Stock
Compare HNRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.