Mondrian Global Listed Infrastructure Fund (MGIFX) Alternatives
Mondrian Global Listed Infrastructure Fund (MGIFX) 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 MGIFX. 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 MGIFX
MGIFX charges 0.95% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among MGIFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | MGIFX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | MGIFX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | MGIFX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | MGIFX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | MGIFX vs PRNEX |
Best Risk-Adjusted Alternatives to MGIFX
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 | MGIFX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | MGIFX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | MGIFX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | MGIFX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | MGIFX vs IGNAX |
Top Performing MGIFX Alternatives (YTD)
MGIFX 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 | MGIFX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | MGIFX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | MGIFX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | MGIFX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | MGIFX vs FSTEX |
Lowest Volatility Alternatives to MGIFX
MGIFX 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 | MGIFX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | MGIFX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | MGIFX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | MGIFX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | MGIFX vs JEEIX |
Lowest Drawdown Alternatives to MGIFX
MGIFX 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 | MGIFX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | MGIFX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | MGIFX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | MGIFX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | MGIFX vs JEEIX |
Other Mutual Funds from Mondrian
Most popular Mondrian mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Mondrian International Value Equity Fund | Foreign Large Cap Equities | 77 | -0.29% | Feb 3, 1992 | MGIFX vs MPIEX | |
| Mondrian Global Equity Value Fund | Global Equities | 59 | -4.63% | Jun 29, 2020 | MGIFX vs MPGVX |
Compare MGIFX with Any Fund or Stock
Compare MGIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.