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 a closer substitute for your current allocation.
Cheapest Alternatives to MGIFX
MGIFX charges 0.95% annually. There are 25 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% | 12.70B | Oct 2004 | MGIFX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.60B | Nov 2001 | MGIFX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | 7.60B | May 1984 | MGIFX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | MGIFX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | MGIFX vs PRNEX |
Best Risk-Adjusted Alternatives to MGIFX
MGIFX has a PortfoliosLab risk / return rank of 68. There are 33 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 | MGIFX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 97 | — | May 2007 | MGIFX vs RSNYX | |
| Victory Global Energy Transition Fund | 97 | — | Nov 1995 | MGIFX vs RSNRX | |
| Delaware Ivy Energy Fund | 96 | — | Apr 2006 | MGIFX vs IEYYX | |
| GMO Resources Fund | 96 | — | Dec 2011 | MGIFX vs GOFIX |
Top Performing MGIFX Alternatives (YTD)
MGIFX is at 13.34% YTD. There are 64 mutual funds in the Energy Equities category with higher YTD returns, going as high as 81.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 81.75% | — | Jun 2006 | MGIFX vs OEPIX | |
| Rydex Energy Services Fund | 50.22% | — | Mar 1998 | MGIFX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 38.94% | — | May 2007 | MGIFX vs RSNYX | |
| Victory Global Energy Transition Fund | 38.76% | — | Nov 1995 | MGIFX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 36.18% | — | Dec 2013 | MGIFX vs MLOZX |
Lowest Volatility Alternatives to MGIFX
MGIFX has 10.70% 1-year volatility. There are 12 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 8.08%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 8.08% | — | Dec 2016 | MGIFX vs PAXDX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.68% | — | May 2004 | MGIFX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.79% | — | Jan 2018 | MGIFX vs DHIVX | |
| JHancock Infrastructure Fund | 9.88% | — | Dec 2013 | MGIFX vs JEEIX | |
| Russell Investments Global Infrastructure Fund | 10.03% | — | Sep 2010 | MGIFX vs RGIYX |
Lowest Drawdown Alternatives to MGIFX
MGIFX has a 1-year max drawdown of -7.78%. There are 47 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.37%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Centre Global Infrastructure Fund | -4.37% | — | Jan 2018 | MGIFX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | MGIFX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | MGIFX vs EIPIX | |
| Delaware Ivy Energy Fund | -4.55% | — | Apr 2006 | MGIFX vs IEYYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | MGIFX vs MLOZX |
Other Mutual Funds from Mondrian
The 1 most viewed Mondrian mutual funds shown here include MPGVX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mondrian Global Equity Value Fund | Global Equities | 35 | 5.86% | — | Jun 2020 | MGIFX vs MPGVX |
Often Compared With MGIFX
Investors most often compare MGIFX with FSTEX, FSENX, BGLYX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare MGIFX with Any Fund or Stock
Compare MGIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MGIFX with funds that move differently
Mondrian Global Listed Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MGIFX.
Explore MGIFX Diversifiers