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 39 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% | 11.00B | Oct 2004 | KBIWX vs VENAX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 0.37% | 6.90B | Nov 2001 | KBIWX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | 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 11. There are 89 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | KBIWX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | KBIWX vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | KBIWX vs RMLPX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 91 | 6.90B | Nov 2001 | KBIWX vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | KBIWX vs FRNRX |
Top Performing KBIWX Alternatives (YTD)
KBIWX is at 6.48% YTD. There are 85 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 46.27% | — | Jun 2006 | KBIWX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | KBIWX vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | KBIWX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | KBIWX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.62% | 11.00B | Oct 2004 | KBIWX vs VENAX |
Lowest Volatility Alternatives to KBIWX
KBIWX has 14.76% 1-year volatility. There are 33 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | KBIWX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | KBIWX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | KBIWX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | KBIWX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | KBIWX vs CSUIX |
Lowest Drawdown Alternatives to KBIWX
KBIWX has a 1-year max drawdown of -12.25%. There are 64 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 | -4.51% | — | Aug 2006 | KBIWX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | KBIWX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | KBIWX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | KBIWX vs MLPOX |
Often Compared With KBIWX
Investors most often compare KBIWX with MLOZX, IEYYX, RYEIX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | Energy Equities | — | — | — | Dec 2013 | KBIWX vs MLOZX | |
| Delaware Ivy Energy Fund | Energy Equities | 91 | 15.97% | — | Apr 2006 | KBIWX vs IEYYX | |
| Rydex Energy Fund | Energy Equities | 77 | 31.71% | — | Apr 1998 | KBIWX vs RYEIX | |
| GMO Resources Fund | Energy Equities | 82 | 20.94% | — | Dec 2011 | KBIWX vs GOFIX | |
| Russell Investments Global Infrastructure Fund | Infrastructure Equities, Energy Equities | 64 | 10.56% | — | Sep 2010 | KBIWX vs RGIYX | |
| Rydex Energy Services Fund | Energy Equities | 73 | 31.00% | — | Mar 1998 | KBIWX vs RYVIX | |
| Cavanal Hill World Energy Fund | Energy Equities | 64 | 24.58% | — | Feb 2014 | KBIWX vs APWEX | |
| NXG Cushing® Midstream Energy Fund | Energy Equities | 58 | 29.04% | — | Aug 2007 | KBIWX vs SRV | |
| Catalyst Energy Infrastructure Fund | Infrastructure Equities, Energy Equities | 24 | 32.37% | — | Dec 2014 | KBIWX vs MLXIX | |
| Integrity Mid-North American Resources Fund | Energy Equities | 84 | 26.56% | — | Apr 1999 | KBIWX vs ICPAX | |
| Virtus Duff & Phelps Select MLP and Energy Fund | Energy Equities | 85 | 24.52% | — | Sep 2015 | KBIWX vs VLPIX |
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