Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) Alternatives
Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) 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 MLOZX. 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 MLOZX
MLOZX charges 0.90% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among MLOZX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | MLOZX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | MLOZX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | MLOZX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | MLOZX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | MLOZX vs PRNEX |
Best Risk-Adjusted Alternatives to MLOZX
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 | MLOZX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | MLOZX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | MLOZX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | MLOZX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | MLOZX vs IGNAX |
Top Performing MLOZX Alternatives (YTD)
MLOZX 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 | MLOZX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | MLOZX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | MLOZX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | MLOZX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | MLOZX vs FSTEX |
Lowest Volatility Alternatives to MLOZX
MLOZX 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 | MLOZX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | MLOZX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | MLOZX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | MLOZX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | MLOZX vs JEEIX |
Lowest Drawdown Alternatives to MLOZX
MLOZX 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 | MLOZX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | MLOZX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | MLOZX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | MLOZX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | MLOZX vs JEEIX |
Other Mutual Funds from Cohen & Steers
Most popular Cohen & Steers mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cohen & Steers Institutional Realty Shares | REIT | 9 | 1.88% | Feb 14, 2000 | MLOZX vs CSRIX | |
| Cohen & Steers Realty Shares Fund | REIT | 9 | 1.77% | Jul 2, 1991 | MLOZX vs CSRSX | |
| Cohen & Steers Closed-End Opportunity Fund | Large Cap Value Equities | 42 | -0.96% | Nov 24, 2006 | MLOZX vs FOF | |
| Cohen & Steers Preferred Securities and Income Fun... | Preferred Stock/Convertible Bonds | 82 | -1.38% | May 2, 2010 | MLOZX vs CPXIX | |
| Cohen & Steers International Realty Fund | REIT | 42 | -4.81% | Mar 30, 2005 | MLOZX vs IRFIX | |
| Cohen & Steers Low Duration Preferred and Income F... | Preferred Stock/Convertible Bonds | 90 | -0.77% | Nov 29, 2015 | MLOZX vs LPXZX | |
| Cohen & Steers Preferred Securities and Income SMA... | Preferred Stock/Convertible Bonds | 89 | -1.14% | Feb 28, 2019 | MLOZX vs PISHX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 78 | 10.26% | Jan 30, 2012 | MLOZX vs RAPZX | |
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | 9 | 1.50% | Jul 15, 1998 | MLOZX vs CSDIX | |
| Cohen & Steers Real Estate Securities Fund Class Z | REIT | 10 | 1.50% | Oct 1, 2014 | MLOZX vs CSZIX |
Often Compared With MLOZX
What investors most often compare with MLOZX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Flex 500 Index Fund | Large Cap Blend Equities | 42 | -7.27% | Mar 9, 2017 | MLOZX vs FDFIX | |
| iShares Factors US Growth Style ETF | Large Cap Growth Equities | 67 | -6.01% | Jan 14, 2020 | MLOZX vs STLG | |
| Fidelity Natural Resources Fund | Energy Equities | 94 | 28.78% | Mar 3, 1997 | MLOZX vs FNARX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | MLOZX vs VOO | |
| Vanguard Utilities ETF | Utilities Equities | 71 | 7.79% | Jan 26, 2004 | MLOZX vs VPU | |
| Cohen & Steers Global Infrastructure Fund Class A | Global Equities | 85 | 8.35% | Aug 28, 2017 | MLOZX vs CSUAX | |
| Cohen & Steers Select Preferred and Income Fund | Preferred Stock/Convertible Bonds | 15 | -2.58% | — | MLOZX vs PSF | |
| Cohen & Steers Total Return Realty Fund | REIT | 6 | 2.96% | — | MLOZX vs RFI |
Compare MLOZX with Any Fund or Stock
Compare MLOZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.