Recurrent MLP & Infrastructure Fund (RMLPX) 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 RMLPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RMLPX
RMLPX charges 1.25% annually. There are 53 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% | 12.70B | Oct 2004 | RMLPX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.60B | Nov 2001 | RMLPX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | 7.60B | May 1984 | RMLPX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | RMLPX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | RMLPX vs PRNEX |
Best Risk-Adjusted Alternatives to RMLPX
RMLPX has a PortfoliosLab risk / return rank of 78. There are 25 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 | RMLPX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 97 | — | May 2007 | RMLPX vs RSNYX | |
| Victory Global Energy Transition Fund | 97 | — | Nov 1995 | RMLPX vs RSNRX | |
| Delaware Ivy Energy Fund | 96 | — | Apr 2006 | RMLPX vs IEYYX | |
| GMO Resources Fund | 96 | — | Dec 2011 | RMLPX vs GOFIX |
Top Performing RMLPX Alternatives (YTD)
RMLPX is at 32.69% YTD. There are 9 mutual funds in the Energy Equities category with higher YTD returns, going as high as 81.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 81.75% | — | Jun 2006 | RMLPX vs OEPIX | |
| Rydex Energy Services Fund | 50.22% | — | Mar 1998 | RMLPX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 38.94% | — | May 2007 | RMLPX vs RSNYX | |
| Victory Global Energy Transition Fund | 38.76% | — | Nov 1995 | RMLPX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 36.18% | — | Dec 2013 | RMLPX vs MLOZX |
Lowest Volatility Alternatives to RMLPX
RMLPX has 16.31% 1-year volatility. There are 47 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 8.08%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 8.08% | — | Dec 2016 | RMLPX vs PAXDX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.68% | — | May 2004 | RMLPX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.79% | — | Jan 2018 | RMLPX vs DHIVX | |
| JHancock Infrastructure Fund | 9.88% | — | Dec 2013 | RMLPX vs JEEIX | |
| Russell Investments Global Infrastructure Fund | 10.03% | — | Sep 2010 | RMLPX vs RGIYX |
Lowest Drawdown Alternatives to RMLPX
RMLPX has a 1-year max drawdown of -7.74%. There are 46 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.37%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Centre Global Infrastructure Fund | -4.37% | — | Jan 2018 | RMLPX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | RMLPX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | RMLPX vs EIPIX | |
| Delaware Ivy Energy Fund | -4.55% | — | Apr 2006 | RMLPX vs IEYYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | RMLPX vs MLOZX |
Often Compared With RMLPX
Investors most often compare RMLPX with VOO, FSENX, PSPFX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare RMLPX with Any Fund or Stock
Compare RMLPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RMLPX with funds that move differently
Recurrent MLP & Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RMLPX.
Explore RMLPX Diversifiers