Oil Equipment & Services UltraSector ProFund (OEPIX) 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 OEPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OEPIX
OEPIX charges 1.65% annually. There are 84 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% | 11.00B | Oct 2004 | OEPIX vs VENAX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 0.37% | 6.90B | Nov 2001 | OEPIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | May 1984 | OEPIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | OEPIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | OEPIX vs PRNEX |
Best Risk-Adjusted Alternatives to OEPIX
OEPIX has a PortfoliosLab risk / return rank of 82. There are 20 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | OEPIX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | OEPIX vs RSNRX | |
| Delaware Ivy Energy Fund | 92 | — | Apr 2006 | OEPIX vs IEYYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | OEPIX vs RMLPX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 91 | 6.90B | Nov 2001 | OEPIX vs VGELX |
Top Performing OEPIX Alternatives (YTD)
OEPIX is at 53.27% YTD. No mutual funds in the Energy Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 39.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Energy Portfolio | 39.98% | — | Jul 1981 | OEPIX vs FSENX | |
| Recurrent MLP & Infrastructure Fund | 39.48% | — | Nov 2017 | OEPIX vs RMLPX | |
| Guinness Atkinson Global Energy Fund | 37.53% | — | Jun 2004 | OEPIX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 35.05% | 11.00B | Oct 2004 | OEPIX vs VENAX | |
| Invesco Energy Fund | 34.11% | — | Jan 1984 | OEPIX vs FSTEX |
Lowest Volatility Alternatives to OEPIX
OEPIX has 46.09% 1-year volatility. There are 92 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | OEPIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | OEPIX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | OEPIX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | OEPIX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | OEPIX vs CSUIX |
Lowest Drawdown Alternatives to OEPIX
OEPIX has a 1-year max drawdown of -31.64%. There are 92 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | OEPIX vs PAXDX | |
| EIP Growth and Income Fund | -4.51% | — | Aug 2006 | OEPIX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | OEPIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | OEPIX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | OEPIX vs MLPOX |
Other Mutual Funds from ProFunds
The 10 most viewed ProFunds mutual funds shown here include SMPIX, BTCFX, UOPIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ProFunds Semiconductor UltraSector Fund Investor C... | Leveraged Equities, Semiconductors, Technology Equities | 45 | 41.26% | — | Jun 2000 | OEPIX vs SMPIX | |
| Bitcoin ProFund Investor Class | Cryptocurrency | 0 | -29.55% | — | Jul 2021 | OEPIX vs BTCFX | |
| ProFunds UltraNASDAQ-100 Fund | Leveraged Equities | 27 | 18.50% | — | Nov 1997 | OEPIX vs UOPIX | |
| ProFunds UltraBull Fund | Leveraged Equities | 39 | 15.78% | — | Nov 1997 | OEPIX vs ULPIX | |
| ProFunds Technology UltraSector Fund | Leveraged Equities | 36 | 29.52% | — | Jun 2000 | OEPIX vs TEPIX | |
| ProFunds Precious Metals UltraSector Fund | Leveraged Equities | 20 | -24.41% | — | Jun 2002 | OEPIX vs PMPIX | |
| ProFunds Biotechnology UltraSector Fund | Leveraged Equities | 93 | 27.55% | — | Jun 2000 | OEPIX vs BIPIX | |
| ProFunds UltraSector Oil & Gas Fund | Leveraged Equities | 62 | 51.11% | — | Jun 2000 | OEPIX vs ENPIX | |
| ProFunds UltraJapan Fund | Leveraged Equities | 86 | 48.99% | — | Feb 2000 | OEPIX vs UJPIX | |
| ProFunds NASDAQ-100 Fund | Large Cap Growth Equities | 30 | 11.04% | — | Aug 2000 | OEPIX vs OTPIX |
Often Compared With OEPIX
Investors most often compare OEPIX with AIFRX, KYN, CCCNX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare OEPIX with Any Fund or Stock
Compare OEPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OEPIX with funds that move differently
Oil Equipment & Services UltraSector ProFund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OEPIX.
Explore OEPIX Diversifiers