PSPFX Alternatives & Similar Mutual Funds

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 82 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%	11.00B	Oct 2004	PSPFX vs VENAX
VGELX	Vanguard Energy Fund Admiral Shares	0.33%	6.90B	Nov 2001	PSPFX vs VGELX
VGENX	Vanguard Energy Opportunities Fund Investor Shares	0.45%	6.90B	May 1984	PSPFX vs VGENX
FMGIX	Frontier MFG Core Infrastructure Fund	0.50%	—	Jan 2012	PSPFX vs FMGIX
PRNEX	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 53. There are 63 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
RSNRX	Victory Global Energy Transition Fund	96	—	Nov 1995	PSPFX vs RSNRX
RSNYX	Victory Global Energy Transition Fund Class Y	96	—	May 2007	PSPFX vs RSNYX
RMLPX	Recurrent MLP & Infrastructure Fund	92	—	Nov 2017	PSPFX vs RMLPX
VGELX	Vanguard Energy Fund Admiral Shares	91	6.90B	Nov 2001	PSPFX vs VGELX
FRNRX	Franklin Natural Resources Fund	91	—	Jun 1995	PSPFX vs FRNRX

Top Performing PSPFX Alternatives (YTD)

PSPFX is at -4.83% YTD. There are 92 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.

Symbol	Name	YTD Return	AUM	Inception
OEPIX	Oil Equipment & Services UltraSector ProFund	46.27%	—	Jun 2006	PSPFX vs OEPIX
RMLPX	Recurrent MLP & Infrastructure Fund	39.36%	—	Nov 2017	PSPFX vs RMLPX
FSENX	Fidelity Select Energy Portfolio	38.84%	—	Jul 1981	PSPFX vs FSENX
GAGEX	Guinness Atkinson Global Energy Fund	36.50%	—	Jun 2004	PSPFX vs GAGEX
VENAX	Vanguard Energy Index Fund Admiral Shares	33.62%	11.00B	Oct 2004	PSPFX vs VENAX

Lowest Volatility Alternatives to PSPFX

PSPFX has 29.16% 1-year volatility. There are 90 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.

Symbol	Name	Volatility 1Y	AUM	Inception
PAXDX	Pax Global Sustainable Infrastructure Fund	7.12%	—	Dec 2016	PSPFX vs PAXDX
SBMBX	Saratoga Energy & Basic Materials Fund	9.77%	—	Oct 1997	PSPFX vs SBMBX
JEEIX	JHancock Infrastructure Fund	9.99%	—	Dec 2013	PSPFX vs JEEIX
DHIVX	Centre Global Infrastructure Fund	10.11%	—	Jan 2018	PSPFX vs DHIVX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	10.13%	—	May 2004	PSPFX vs CSUIX

Lowest Drawdown Alternatives to PSPFX

PSPFX has a 1-year max drawdown of -24.31%. There are 90 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	PSPFX vs PAXDX
EIPIX	EIP Growth and Income Fund	-4.51%	—	Aug 2006	PSPFX vs EIPIX
GGINX	Goldman Sachs Global Infrastructure Fund	-5.59%	—	Jun 2016	PSPFX vs GGINX
SBMBX	Saratoga Energy & Basic Materials Fund	-5.66%	—	Oct 1997	PSPFX vs SBMBX
MLPOX	Invesco SteelPath MLP Alpha Fund	-5.93%	—	Mar 2010	PSPFX vs MLPOX

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
USERX	U.S. Global Investors Gold & Precious Metals Fund	Gold, Precious Metals	39	-8.61%	—	Jun 1974	PSPFX vs USERX
UNWPX	U.S. Global Investors World Precious Minerals Fund	Precious Metals	56	2.31%	—	Nov 1985	PSPFX vs UNWPX
UGSDX	U.S. Global Investors U.S. Government Ultra-Short ...	Ultrashort Bond	99	1.62%	—	Dec 2013	PSPFX vs UGSDX
NEARX	U.S. Global Investors Near-Term Tax Free Fund	Municipal Bonds	22	0.32%	—	Dec 1990	PSPFX vs NEARX
USLUX	U.S. Global Investors Global Luxury Goods Fund	Consumer Discretionary Equities	10	-3.16%	—	May 1995	PSPFX vs USLUX

Often Compared With PSPFX

Investors most often compare PSPFX with GHAAX, CCCNX, GOAU. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GHAAX	VanEck Global Resources Fund	Energy Equities	66	13.03%	—	Nov 1994	PSPFX vs GHAAX
CCCNX	Center Coast Brookfield Midstream Focus Fund	Energy Equities	70	24.46%	—	Dec 2010	PSPFX vs CCCNX
GOAU	US Global GO GOLD and Precious Metal Miners ETF	Gold, Precious Metals	26	-14.54%	163.22M	Jun 2017	PSPFX vs GOAU
NMFIX	Northern Multi-Manager Global Listed Infrastructur...	Infrastructure Equities, Energy Equities	51	9.89%	—	Sep 2012	PSPFX vs NMFIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	PSPFX vs SPY
SPPP	Sprott Physical Platinum and Palladium Trust	Precious Metals, Commodities	17	-20.37%	—	Dec 2012	PSPFX vs SPPP
MLPNX	Invesco SteelPath MLP Alpha Plus Fund	Energy Equities	79	31.24%	—	Dec 2011	PSPFX vs MLPNX
TORIX	Tortoise MLP & Pipeline Fund	Energy Equities	80	25.16%	—	May 2011	PSPFX vs TORIX
GLPIX	Goldman Sachs MLP Energy Infrastructure Fund	Infrastructure Equities, Energy Equities	76	21.79%	—	Mar 2013	PSPFX vs GLPIX
EGLIX	Eagle Energy Infrastructure Fund	Energy Equities	82	28.43%	—	Sep 2012	PSPFX vs EGLIX
TMLPX	Transamerica Energy Infrastructure	Infrastructure Equities, Energy Equities	80	25.04%	—	Apr 2013	PSPFX vs TMLPX
SOAEX	Spirit of America Energy Fund	Energy Equities	83	31.71%	—	Jul 2014	PSPFX vs SOAEX
APWEX	Cavanal Hill World Energy Fund	Energy Equities	64	24.58%	—	Feb 2014	PSPFX vs APWEX
AWTAX	Virtus Water Fund	Energy Equities	6	0.47%	—	Mar 2008	PSPFX vs AWTAX
BACIX	BlackRock Energy Opportunities Fund	Energy Equities	82	33.03%	—	Feb 2005	PSPFX vs BACIX
^GSPC	S&P 500 Index		68	9.41%	—	—	PSPFX vs ^GSPC
DLDRX	BNY Mellon Natural Resources Fund	Energy Equities	85	22.53%	—	Oct 2003	PSPFX vs DLDRX
MLPTX	Invesco SteelPath MLP Select 40 Fund	Energy Equities	87	25.27%	—	Mar 2010	PSPFX vs MLPTX
TOLIX	DWS RREEF Global Infrastructure Fund	Infrastructure Equities, Energy Equities	36	9.44%	—	Jun 2008	PSPFX vs TOLIX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	—	—	—	Dec 2013	PSPFX vs MLOZX

Compare PSPFX with Any Fund or Stock

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

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Diversifiers

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

U.S. Global Investors Global Resources Fund (PSPFX) Alternatives