KBI Global Investors Aquarius Fund (KBIWX) 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 KBIWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to KBIWX
KBIWX charges 1.10% annually. There are 37 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 | KBIWX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | KBIWX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | KBIWX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | KBIWX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | KBIWX vs PRNEX |
Best Risk-Adjusted Alternatives to KBIWX
KBIWX has a PortfoliosLab risk / return rank of 6. There are 85 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 | KBIWX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 95 | — | May 2007 | KBIWX vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | KBIWX vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | KBIWX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | KBIWX vs EIPIX |
Top Performing KBIWX Alternatives (YTD)
KBIWX is at 4.56% YTD. There are 81 mutual funds in the Energy Equities category with higher YTD returns, going as high as 51.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 51.90% | — | Jun 2006 | KBIWX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.45% | — | Aug 2007 | KBIWX vs SRV | |
| Recurrent MLP & Infrastructure Fund | 33.81% | — | Nov 2017 | KBIWX vs RMLPX | |
| Catalyst Energy Infrastructure Fund | 33.17% | — | Dec 2014 | KBIWX vs MLXIX | |
| Rydex Energy Services Fund | 33.16% | — | Mar 1998 | KBIWX vs RYVIX |
Lowest Volatility Alternatives to KBIWX
KBIWX has 14.48% 1-year volatility. There are 33 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | KBIWX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | KBIWX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | KBIWX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.08% | — | May 2004 | KBIWX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | KBIWX vs DHIVX |
Lowest Drawdown Alternatives to KBIWX
KBIWX has a 1-year max drawdown of -12.25%. There are 62 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 | KBIWX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | KBIWX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | KBIWX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | KBIWX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | KBIWX vs SBMBX |
Often Compared With KBIWX
Investors most often compare KBIWX with FSENX, GAGEX, RYEIX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Select Energy Portfolio | Energy Equities | 63 | 29.54% | — | Jul 1981 | KBIWX vs FSENX | |
| Guinness Atkinson Global Energy Fund | Energy Equities | 57 | 25.44% | — | Jun 2004 | KBIWX vs GAGEX | |
| Rydex Energy Fund | Energy Equities | 53 | 25.96% | — | Apr 1998 | KBIWX vs RYEIX | |
| GMO Resources Fund | Energy Equities | 74 | 17.92% | — | Dec 2011 | KBIWX vs GOFIX | |
| Russell Investments Global Infrastructure Fund | Energy Equities | 58 | 10.77% | — | Sep 2010 | KBIWX vs RGIYX | |
| Cavanal Hill World Energy Fund | Energy Equities | 67 | 24.92% | — | Feb 2014 | KBIWX vs APWEX | |
| Franklin Natural Resources Fund | Energy Equities | 84 | 15.69% | — | Jun 1995 | KBIWX vs FRNRX |
Compare KBIWX with Any Fund or Stock
Compare KBIWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair KBIWX with funds that move differently
KBI Global Investors Aquarius Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to KBIWX.
Explore KBIWX Diversifiers