U.S. Global Investors Global Resources Fund (PSPFX) 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 PSPFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PSPFX
PSPFX charges 1.54% annually. There are 78 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 | PSPFX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | PSPFX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | PSPFX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | PSPFX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | PSPFX vs PRNEX |
Best Risk-Adjusted Alternatives to PSPFX
PSPFX has a PortfoliosLab risk / return rank of 40. There are 61 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | PSPFX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 94 | — | May 2007 | PSPFX vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | PSPFX vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | PSPFX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | PSPFX vs EIPIX |
Top Performing PSPFX Alternatives (YTD)
PSPFX is at -4.83% YTD. There are 87 mutual funds in the Energy Equities category with higher YTD returns, going as high as 55.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 55.57% | — | Jun 2006 | PSPFX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.07% | — | Aug 2007 | PSPFX vs SRV | |
| Rydex Energy Services Fund | 34.99% | — | Mar 1998 | PSPFX vs RYVIX | |
| Recurrent MLP & Infrastructure Fund | 33.65% | — | Nov 2017 | PSPFX vs RMLPX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | PSPFX vs MLOZX |
Lowest Volatility Alternatives to PSPFX
PSPFX has 28.79% 1-year volatility. There are 85 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | PSPFX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | PSPFX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | PSPFX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.09% | — | May 2004 | PSPFX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.15% | — | Jan 2018 | PSPFX vs DHIVX |
Lowest Drawdown Alternatives to PSPFX
PSPFX has a 1-year max drawdown of -22.70%. There are 86 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 | PSPFX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | PSPFX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | PSPFX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | PSPFX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | PSPFX vs SBMBX |
Other Mutual Funds from US Global
The 5 most viewed US Global mutual funds shown here include USERX, UNWPX, UGSDX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| U.S. Global Investors Gold & Precious Metals Fund | Gold, Precious Metals | 27 | -9.31% | — | Jun 1974 | PSPFX vs USERX | |
| U.S. Global Investors World Precious Minerals Fund | Precious Metals | 52 | 5.10% | — | Nov 1985 | PSPFX vs UNWPX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | Ultrashort Bond | 99 | 1.62% | — | Dec 2013 | PSPFX vs UGSDX | |
| U.S. Global Investors Near-Term Tax Free Fund | Municipal Bonds | 28 | 0.80% | — | Dec 1990 | PSPFX vs NEARX | |
| U.S. Global Investors Global Luxury Goods Fund | Consumer Discretionary Equities | 4 | -4.54% | — | May 1995 | PSPFX vs USLUX |
Often Compared With PSPFX
Investors most often compare PSPFX with GHAAX, CCCNX, NMFIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PSPFX with Any Fund or Stock
Compare PSPFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PSPFX with funds that move differently
U.S. Global Investors Global Resources Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSPFX.
Explore PSPFX Diversifiers