Delaware Ivy Natural Resources Fund (IGNAX) 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 IGNAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IGNAX
IGNAX charges 1.82% annually. There are 81 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 | IGNAX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | IGNAX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | IGNAX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | IGNAX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | IGNAX vs PRNEX |
Best Risk-Adjusted Alternatives to IGNAX
IGNAX has a PortfoliosLab risk / return rank of 75. There are 25 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund Class Y | 93 | — | May 2007 | IGNAX vs RSNYX | |
| Victory Global Energy Transition Fund | 93 | — | Nov 1995 | IGNAX vs RSNRX | |
| Delaware Ivy Energy Fund | 91 | — | Apr 2006 | IGNAX vs IEYYX | |
| Recurrent MLP & Infrastructure Fund | 89 | — | Nov 2017 | IGNAX vs RMLPX | |
| EIP Growth and Income Fund (NEW) | 89 | — | Aug 2006 | IGNAX vs EIPIX |
Top Performing IGNAX Alternatives (YTD)
IGNAX is at 9.98% YTD. There are 73 mutual funds in the Energy Equities category with higher YTD returns, going as high as 54.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 54.28% | — | Jun 2006 | IGNAX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 37.99% | — | Nov 2017 | IGNAX vs RMLPX | |
| Catalyst Energy Infrastructure Fund | 34.60% | — | Dec 2014 | IGNAX vs MLXIX | |
| Fidelity Select Energy Portfolio | 34.10% | — | Jul 1981 | IGNAX vs FSENX | |
| Rydex Energy Services Fund | 33.69% | — | Mar 1998 | IGNAX vs RYVIX |
Lowest Volatility Alternatives to IGNAX
IGNAX has 18.19% 1-year volatility. There are 60 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.58% | — | Dec 2016 | IGNAX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | IGNAX vs SBMBX | |
| JHancock Infrastructure Fund | 10.02% | — | Dec 2013 | IGNAX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.08% | — | May 2004 | IGNAX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | IGNAX vs DHIVX |
Lowest Drawdown Alternatives to IGNAX
IGNAX has a 1-year max drawdown of -11.40%. 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 | IGNAX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | IGNAX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | IGNAX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | IGNAX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | IGNAX vs MLPOX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 93 | 89.59% | — | Jun 1996 | IGNAX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 97 | 21.59% | — | Oct 1993 | IGNAX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 0.96% | — | Jun 2000 | IGNAX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 6 | 1.43% | — | Jun 2000 | IGNAX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 68 | 21.89% | — | Jun 1987 | IGNAX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 58 | 19.40% | — | Dec 1998 | IGNAX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 16 | 5.23% | — | Aug 2003 | IGNAX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 73 | 2.34% | — | Jan 1984 | IGNAX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 36 | 8.39% | — | Sep 1998 | IGNAX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 70 | 2.33% | — | Sep 1986 | IGNAX vs CXHYX |
Often Compared With IGNAX
Investors most often compare IGNAX with AIFRX, PGJZX, DEMAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare IGNAX with Any Fund or Stock
Compare IGNAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IGNAX with funds that move differently
Delaware Ivy Natural Resources Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IGNAX.
Explore IGNAX Diversifiers