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% | 11.80B | Oct 2004 | MGIFX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | MGIFX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | 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
Among 88 mutual funds in the Energy Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | MGIFX vs RSNYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 96 | — | Dec 2013 | MGIFX vs MLOZX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | MGIFX vs RSNRX | |
| Delaware Ivy Energy Fund | 91 | — | Apr 2006 | MGIFX vs IEYYX | |
| GMO Resources Fund | 84 | — | Dec 2011 | MGIFX vs GOFIX |
Top Performing MGIFX Alternatives (YTD)
Among 88 mutual funds in the Energy Equities category with YTD return data, the top-performing alternatives shown here go as high as 59.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 59.50% | — | Jun 2006 | MGIFX vs OEPIX | |
| Rydex Energy Services Fund | 36.38% | — | Mar 1998 | MGIFX vs RYVIX | |
| NXG Cushing® Midstream Energy Fund | 34.33% | — | Aug 2007 | MGIFX vs SRV | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | MGIFX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 31.62% | — | May 2007 | MGIFX vs RSNYX |
Lowest Volatility Alternatives to MGIFX
Among 88 mutual funds in the Energy Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 7.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.94% | — | Dec 2016 | MGIFX vs PAXDX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | MGIFX vs CSUIX | |
| JHancock Infrastructure Fund | 9.90% | — | Dec 2013 | MGIFX vs JEEIX | |
| Centre Global Infrastructure Fund | 9.94% | — | Jan 2018 | MGIFX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 10.01% | — | Aug 2006 | MGIFX vs EIPIX |
Lowest Drawdown Alternatives to MGIFX
Among 88 mutual funds in the Energy Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | MGIFX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | MGIFX vs DHIVX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | MGIFX vs GGINX |
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 | 30 | 2.35% | — | Jun 2020 | MGIFX vs MPGVX |
Often Compared With MGIFX
Investors most often compare MGIFX with FSTEX, GRHIX, FSENX. These 14 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