NXG NextGen Infrastructure Income Fund (NXG) belongs to the Global Equity Income category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NXG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NXG
NXG charges 1.00% annually. There are 2 mutual funds in the Global Equity Income category with lower expense ratios, going as low as 0.90%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Janus Henderson International Dividend Fund Class ... | 0.90% | — | Jun 2017 | NXG vs HDDVX | |
| Janus Henderson Global Equity Income Fund Class T | 0.95% | — | Nov 2006 | NXG vs HFQTX | |
| Eaton Vance Tax-Managed Global Diversified Equity ... | 1.07% | — | Feb 2007 | NXG vs EXG | |
| abrdn Global Dynamic Dividend Fund | 1.14% | — | May 2006 | NXG vs AGD | |
| Janus Henderson International Dividend Fund Class ... | 1.27% | — | Aug 2012 | NXG vs HDQVX |
Best Risk-Adjusted Alternatives to NXG
NXG has a PortfoliosLab risk / return rank of 76. No mutual funds in the Global Equity Income category have higher risk-adjusted ranks; the top alternatives shown here go as high as 72.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Janus Henderson Global Equity Income Fund Class T | 72 | — | Nov 2006 | NXG vs HFQTX | |
| Janus Henderson International Dividend Fund Class ... | 55 | — | Jun 2017 | NXG vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | 53 | — | Aug 2012 | NXG vs HDQVX | |
| Eaton Vance Tax-Managed Global Diversified Equity ... | 45 | — | Feb 2007 | NXG vs EXG | |
| abrdn Global Dynamic Dividend Fund | 17 | — | May 2006 | NXG vs AGD |
Top Performing NXG Alternatives (YTD)
NXG is at 31.34% YTD. No mutual funds in the Global Equity Income category have higher YTD returns; the top-performing alternatives shown here go as high as 16.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Janus Henderson International Dividend Fund Class ... | 16.00% | — | Jun 2017 | NXG vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | 15.88% | — | Aug 2012 | NXG vs HDQVX | |
| Janus Henderson Global Equity Income Fund Class T | 14.10% | — | Nov 2006 | NXG vs HFQTX | |
| abrdn Global Dynamic Dividend Fund | 10.69% | — | May 2006 | NXG vs AGD | |
| Eaton Vance Tax-Managed Global Diversified Equity ... | 7.84% | — | Feb 2007 | NXG vs EXG |
Lowest Volatility Alternatives to NXG
NXG has 20.65% 1-year volatility. There are 4 mutual funds in the Global Equity Income category with lower 1-year volatility, going as low as 12.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Janus Henderson Global Equity Income Fund Class T | 12.03% | — | Nov 2006 | NXG vs HFQTX | |
| Eaton Vance Tax-Managed Global Diversified Equity ... | 13.99% | — | Feb 2007 | NXG vs EXG | |
| Janus Henderson International Dividend Fund Class ... | 14.46% | — | Jun 2017 | NXG vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | 14.50% | — | Aug 2012 | NXG vs HDQVX | |
| abrdn Global Dynamic Dividend Fund | 24.45% | — | May 2006 | NXG vs AGD |
Lowest Drawdown Alternatives to NXG
NXG has a 1-year max drawdown of -13.19%. There are 3 mutual funds in the Global Equity Income category with shallower 1-year drawdowns, going as shallow as -10.02%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Janus Henderson Global Equity Income Fund Class T | -10.02% | — | Nov 2006 | NXG vs HFQTX | |
| Janus Henderson International Dividend Fund Class ... | -11.32% | — | Jun 2017 | NXG vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | -11.33% | — | Aug 2012 | NXG vs HDQVX | |
| Eaton Vance Tax-Managed Global Diversified Equity ... | -14.28% | — | Feb 2007 | NXG vs EXG | |
| abrdn Global Dynamic Dividend Fund | -20.25% | — | May 2006 | NXG vs AGD |
Other Mutual Funds from NXG
The 1 most viewed NXG mutual funds shown here include SRV and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| NXG Cushing® Midstream Energy Fund | Energy Equities | 75 | 35.99% | — | Aug 2007 | NXG vs SRV |
Often Compared With NXG
Investors most often compare NXG with EMO, TYG, NML. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare NXG with Any Fund or Stock
Compare NXG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NXG with funds that move differently
NXG NextGen Infrastructure Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NXG.
Explore NXG Diversifiers