OEPIX Alternatives & Similar Mutual Funds

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 80 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.

Symbol	Name	Expense Ratio	AUM	Inception
VENAX	Vanguard Energy Index Fund Admiral Shares	0.10%	11.80B	Oct 2004	OEPIX vs VENAX
VGELX	Vanguard Energy Fund Admiral Shares	0.33%	7.10B	Nov 2001	OEPIX vs VGELX
VGENX	Vanguard Energy Opportunities Fund Investor Shares	0.45%	7.10B	May 1984	OEPIX vs VGENX
FMGIX	Frontier MFG Core Infrastructure Fund	0.50%	—	Jan 2012	OEPIX vs FMGIX
PRNEX	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 76. There are 15 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	97	—	Dec 2013	OEPIX vs MLOZX
RSNYX	Victory Global Energy Transition Fund Class Y	94	—	May 2007	OEPIX vs RSNYX
RSNRX	Victory Global Energy Transition Fund	94	—	Nov 1995	OEPIX vs RSNRX
IEYYX	Delaware Ivy Energy Fund	88	—	Apr 2006	OEPIX vs IEYYX
EIPIX	EIP Growth and Income Fund (NEW)	88	—	Aug 2006	OEPIX vs EIPIX

Top Performing OEPIX Alternatives (YTD)

OEPIX is at 55.57% YTD. No mutual funds in the Energy Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 36.07%.

Symbol	Name	YTD Return	AUM	Inception
SRV	NXG Cushing® Midstream Energy Fund	36.07%	—	Aug 2007	OEPIX vs SRV
RYVIX	Rydex Energy Services Fund	34.99%	—	Mar 1998	OEPIX vs RYVIX
RMLPX	Recurrent MLP & Infrastructure Fund	33.65%	—	Nov 2017	OEPIX vs RMLPX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	32.43%	—	Dec 2013	OEPIX vs MLOZX
MLXIX	Catalyst Energy Infrastructure Fund	32.37%	—	Dec 2014	OEPIX vs MLXIX

Lowest Volatility Alternatives to OEPIX

OEPIX has 46.33% 1-year volatility. There are 87 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.

Symbol	Name	Volatility 1Y	AUM	Inception
PAXDX	Pax Global Sustainable Infrastructure Fund	7.65%	—	Dec 2016	OEPIX vs PAXDX
SBMBX	Saratoga Energy & Basic Materials Fund	9.77%	—	Oct 1997	OEPIX vs SBMBX
JEEIX	JHancock Infrastructure Fund	10.04%	—	Dec 2013	OEPIX vs JEEIX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	10.09%	—	May 2004	OEPIX vs CSUIX
DHIVX	Centre Global Infrastructure Fund	10.15%	—	Jan 2018	OEPIX vs DHIVX

Lowest Drawdown Alternatives to OEPIX

OEPIX has a 1-year max drawdown of -30.15%. There are 87 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
PAXDX	Pax Global Sustainable Infrastructure Fund	-4.49%	—	Dec 2016	OEPIX vs PAXDX
EIPIX	EIP Growth and Income Fund (NEW)	-4.51%	—	Aug 2006	OEPIX vs EIPIX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	-4.71%	—	Dec 2013	OEPIX vs MLOZX
GGINX	Goldman Sachs Global Infrastructure Fund	-5.59%	—	Jun 2016	OEPIX vs GGINX
SBMBX	Saratoga Energy & Basic Materials Fund	-5.66%	—	Oct 1997	OEPIX vs SBMBX

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
SMPIX	ProFunds Semiconductor UltraSector Fund Investor C...	Leveraged Equities, Semiconductors, Technology Equities	77	64.41%	—	Jun 2000	OEPIX vs SMPIX
BTCFX	Bitcoin ProFund Investor Class	Cryptocurrency	0	-28.27%	—	Jul 2021	OEPIX vs BTCFX
UOPIX	ProFunds UltraNASDAQ-100 Fund	Leveraged Equities	47	32.77%	—	Nov 1997	OEPIX vs UOPIX
ULPIX	ProFunds UltraBull Fund	Leveraged Equities	46	18.89%	—	Nov 1997	OEPIX vs ULPIX
TEPIX	ProFunds Technology UltraSector Fund	Leveraged Equities	57	41.97%	—	Jun 2000	OEPIX vs TEPIX
PMPIX	ProFunds Precious Metals UltraSector Fund	Leveraged Equities	19	-21.55%	—	Jun 2002	OEPIX vs PMPIX
BIPIX	ProFunds Biotechnology UltraSector Fund	Leveraged Equities	94	43.97%	—	Jun 2000	OEPIX vs BIPIX
ENPIX	ProFunds UltraSector Oil & Gas Fund	Leveraged Equities	27	34.95%	—	Jun 2000	OEPIX vs ENPIX
UJPIX	ProFunds UltraJapan Fund	Leveraged Equities	94	79.44%	—	Feb 2000	OEPIX vs UJPIX
OTPIX	ProFunds NASDAQ-100 Fund	Large Cap Growth Equities	49	17.26%	—	Aug 2000	OEPIX vs OTPIX

Often Compared With OEPIX

Investors most often compare OEPIX with AIFRX, KYN, CCCNX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AIFRX	abrdn Global Infrastructure Fund	Energy Equities	75	13.13%	—	Nov 2008	OEPIX vs AIFRX
KYN	Kayne Anderson Energy Infrastructure Fund	Energy Equities	48	20.32%	—	Sep 2024	OEPIX vs KYN
CCCNX	Center Coast Brookfield Midstream Focus Fund	Energy Equities	61	24.61%	—	Dec 2010	OEPIX vs CCCNX
NMFIX	Northern Multi-Manager Global Listed Infrastructur...	Energy Equities	43	9.89%	—	Sep 2012	OEPIX vs NMFIX
FNARX	Fidelity Natural Resources Fund	Energy Equities	50	16.72%	—	Mar 1997	OEPIX vs FNARX
FSENX	Fidelity Select Energy Portfolio	Energy Equities	62	30.30%	—	Jul 1981	OEPIX vs FSENX
GAGEX	Guinness Atkinson Global Energy Fund	Energy Equities	56	25.89%	—	Jun 2004	OEPIX vs GAGEX
TORIX	Tortoise MLP & Pipeline Fund	Energy Equities	72	24.52%	—	May 2011	OEPIX vs TORIX
MLPTX	Invesco SteelPath MLP Select 40 Fund	Energy Equities	82	23.91%	—	Mar 2010	OEPIX vs MLPTX
ICPAX	Integrity Mid-North American Resources Fund	Energy Equities	86	27.43%	—	Apr 1999	OEPIX vs ICPAX
FSDPX	Fidelity Select Materials Portfolio	Energy Equities	13	10.66%	—	Sep 1986	OEPIX vs FSDPX
GLPIX	Goldman Sachs MLP Energy Infrastructure Fund	Energy Equities	62	18.82%	—	Mar 2013	OEPIX vs GLPIX
PGNAX	PGIM Jennison Natural Resources Fund	Energy Equities	64	12.18%	—	Jan 1990	OEPIX vs PGNAX
MAGRX	BlackRock Natural Resources Trust Fund	Energy Equities	38	9.49%	—	Oct 1988	OEPIX vs MAGRX
AWTAX	Virtus Water Fund	Energy Equities	4	1.47%	—	Mar 2008	OEPIX vs AWTAX
FLOWX	Fidelity Water Sustainability Fund	Energy Equities	4	-1.28%	—	Apr 2020	OEPIX vs FLOWX
MLPZX	Invesco SteelPath MLP Income Fund	Energy Equities	72	19.85%	—	Mar 2010	OEPIX vs MLPZX
TMLPX	Transamerica Energy Infrastructure	Energy Equities	77	24.80%	—	Apr 2013	OEPIX vs TMLPX
APWEX	Cavanal Hill World Energy Fund	Energy Equities	64	25.21%	—	Feb 2014	OEPIX vs APWEX
BGLYX	Brookfield Global Listed Infrastructure Fund	Energy Equities	57	12.24%	—	Nov 2011	OEPIX vs BGLYX

Compare OEPIX with Any Fund or Stock

Compare OEPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Oil Equipment & Services UltraSector ProFund (OEPIX) Alternatives