ClearBridge Global Infrastructure Income Fund (RGSVX) 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 RGSVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RGSVX
RGSVX charges 0.89% annually. There are 17 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 | RGSVX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | RGSVX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | RGSVX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | RGSVX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | RGSVX vs PRNEX |
Best Risk-Adjusted Alternatives to RGSVX
RGSVX has a PortfoliosLab risk / return rank of 54. There are 28 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 | RGSVX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | RGSVX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | RGSVX vs MLOZX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | RGSVX vs IEYYX | |
| GMO Resources Fund | 86 | — | Dec 2011 | RGSVX vs GOFIX |
Top Performing RGSVX Alternatives (YTD)
RGSVX is at 12.03% YTD. There are 61 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 | RGSVX vs OEPIX | |
| Rydex Energy Services Fund | 37.59% | — | Mar 1998 | RGSVX vs RYVIX | |
| NXG Cushing® Midstream Energy Fund | 34.33% | — | Aug 2007 | RGSVX vs SRV | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | RGSVX vs RSNYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | RGSVX vs MLOZX |
Lowest Volatility Alternatives to RGSVX
RGSVX has 11.38% 1-year volatility. There are 15 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 | RGSVX vs PAXDX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | RGSVX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | RGSVX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.96% | — | Jan 2018 | RGSVX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 9.97% | — | Aug 2006 | RGSVX vs EIPIX |
Lowest Drawdown Alternatives to RGSVX
RGSVX has a 1-year max drawdown of -6.49%. There are 15 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 | RGSVX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | RGSVX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | RGSVX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | RGSVX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | RGSVX vs IEYYX |
Other Mutual Funds from Legg Mason
The 10 most viewed Legg Mason mutual funds shown here include LCSMX, LCSSX, LMISX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Martin Currie SMA-Shares Series EM Fund | Emerging Markets Diversified | 97 | 72.12% | — | Jan 2018 | RGSVX vs LCSMX | |
| ClearBridge Select Fund | Mid Cap Growth Equities | 11 | 3.42% | — | Nov 2012 | RGSVX vs LCSSX | |
| Franklin U.S. Large Cap Equity Fund | Large Cap Blend Equities | 76 | 9.85% | — | Apr 2008 | RGSVX vs LMISX | |
| Western Asset Ultra-Short Income Fund | Ultrashort Bond | 98 | 1.07% | — | Jun 1992 | RGSVX vs ARMGX | |
| ClearBridge Sustainability Leaders Fund | Large Cap Blend Equities | 45 | 10.07% | — | Mar 2015 | RGSVX vs LCILX | |
| BrandywineGLOBAL - Global Opportunities Bond Fund | Global Bonds | 8 | 1.63% | — | Oct 2006 | RGSVX vs GOBSX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 36 | 0.70% | — | Dec 2006 | RGSVX vs LMSMX | |
| ClearBridge Value Trust | Large Cap Value Equities | 47 | 11.45% | — | Apr 1982 | RGSVX vs LMVTX | |
| Franklin International Equity Fund | Foreign Large Cap Equities | 33 | 9.67% | — | Feb 1995 | RGSVX vs LMGEX | |
| ClearBridge International Growth Fund | Foreign Large Cap Equities | 16 | 8.52% | — | Apr 1995 | RGSVX vs LMGTX |
Often Compared With RGSVX
Investors most often compare RGSVX with RYEIX, GRHIX, FSTEX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare RGSVX with Any Fund or Stock
Compare RGSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RGSVX with funds that move differently
ClearBridge Global Infrastructure Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RGSVX.
Explore RGSVX Diversifiers