Russell Investments Global Infrastructure Fund (RGIYX) 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 RGIYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RGIYX
RGIYX charges 0.85% annually. There are 13 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 | RGIYX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | RGIYX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | RGIYX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | RGIYX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | RGIYX vs PRNEX |
Best Risk-Adjusted Alternatives to RGIYX
RGIYX has a PortfoliosLab risk / return rank of 43. There are 43 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 | RGIYX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | RGIYX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | RGIYX vs MLOZX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | RGIYX vs IEYYX | |
| GMO Resources Fund | 86 | — | Dec 2011 | RGIYX vs GOFIX |
Top Performing RGIYX Alternatives (YTD)
RGIYX is at 9.44% YTD. There are 74 mutual funds in the Energy Equities category with higher YTD returns, going as high as 61.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 61.97% | — | Jun 2006 | RGIYX vs OEPIX | |
| Rydex Energy Services Fund | 37.59% | — | Mar 1998 | RGIYX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | RGIYX vs RSNYX | |
| Victory Global Energy Transition Fund | 34.09% | — | Nov 1995 | RGIYX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | RGIYX vs MLOZX |
Lowest Volatility Alternatives to RGIYX
RGIYX has 10.05% 1-year volatility. There are 5 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.94% | — | Dec 2016 | RGIYX vs PAXDX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | RGIYX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | RGIYX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.96% | — | Jan 2018 | RGIYX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 9.97% | — | Aug 2006 | RGIYX vs EIPIX |
Lowest Drawdown Alternatives to RGIYX
RGIYX has a 1-year max drawdown of -6.00%. There are 10 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 | RGIYX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | RGIYX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | RGIYX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | RGIYX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | RGIYX vs IEYYX |
Other Mutual Funds from Russell
The 10 most viewed Russell mutual funds shown here include REBYX, RLVSX, RGEAX and span 7 categories.
Often Compared With RGIYX
Investors most often compare RGIYX with AMZA, XLE, RCLVX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare RGIYX with Any Fund or Stock
Compare RGIYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RGIYX with funds that move differently
Russell Investments Global Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RGIYX.
Explore RGIYX Diversifiers