Saratoga Energy & Basic Materials Fund (SBMBX) 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 SBMBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SBMBX
SBMBX charges 3.30% annually. There are 92 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% | 11.00B | Oct 2004 | SBMBX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 6.90B | Nov 2001 | SBMBX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | May 1984 | SBMBX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | SBMBX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | SBMBX vs PRNEX |
Best Risk-Adjusted Alternatives to SBMBX
SBMBX has a PortfoliosLab risk / return rank of 5. There are 92 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 | 96 | — | Nov 1995 | SBMBX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | SBMBX vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | SBMBX vs RMLPX | |
| Vanguard Energy Fund Admiral Shares | 91 | 6.90B | Nov 2001 | SBMBX vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | SBMBX vs FRNRX |
Top Performing SBMBX Alternatives (YTD)
SBMBX is at 0.00% YTD. There are 91 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 46.27% | — | Jun 2006 | SBMBX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | SBMBX vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | SBMBX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | SBMBX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.62% | 11.00B | Oct 2004 | SBMBX vs VENAX |
Lowest Volatility Alternatives to SBMBX
SBMBX has 9.77% 1-year volatility. There is 1 mutual fund in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | SBMBX vs PAXDX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | SBMBX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | SBMBX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | SBMBX vs CSUIX | |
| Russell Investments Global Infrastructure Fund | 10.21% | — | Sep 2010 | SBMBX vs RGIYX |
Lowest Drawdown Alternatives to SBMBX
SBMBX has a 1-year max drawdown of -5.66%. There are 3 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 | SBMBX vs PAXDX | |
| EIP Growth and Income Fund | -4.51% | — | Aug 2006 | SBMBX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | SBMBX vs GGINX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | SBMBX vs MLPOX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | -5.96% | — | May 2004 | SBMBX vs CSUIX |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SLCGX, SBMIX, SPMAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Saratoga Large Capitalization Growth Portfolio | Large Cap Growth Equities | 9 | -1.83% | — | Sep 1994 | SBMBX vs SLCGX | |
| Saratoga Moderate Balanced Allocation Portfolio | Diversified Portfolio | 23 | 2.97% | — | Dec 2017 | SBMBX vs SBMIX | |
| Saratoga Mid Capitalization Portfolio | Mid Cap Blend Equities | 24 | 12.35% | — | Jun 2002 | SBMBX vs SPMAX | |
| Saratoga Technology & Communications Portfolio | Technology Equities | 12 | 4.03% | — | Oct 1997 | SBMBX vs STPAX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 71 | 8.70% | — | Jul 1999 | SBMBX vs SHPAX | |
| Saratoga Small Capitalization Portfolio | Small Cap Growth Equities | 46 | 19.27% | — | Sep 1994 | SBMBX vs SSCPX | |
| Saratoga Moderately Aggressive Balanced Allocation... | Diversified Portfolio | 24 | 3.57% | — | Dec 2017 | SBMBX vs SAMIX | |
| Saratoga International Equity Portfolio | Foreign Large Cap Equities | 68 | 17.33% | — | Sep 1994 | SBMBX vs SIEPX | |
| Saratoga Municipal Bond Portfolio | Ultrashort Bond | 95 | 0.00% | — | Sep 1994 | SBMBX vs SMBPX | |
| Saratoga Investment Quality Bond Portfolio | Short-Term Bond | 7 | -1.58% | — | Sep 1994 | SBMBX vs SIBPX |
Often Compared With SBMBX
Investors most often compare SBMBX with SABIX, LUNAX, MLOZX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SBMBX with Any Fund or Stock
Compare SBMBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBMBX with funds that move differently
Saratoga Energy & Basic Materials Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBMBX.
Explore SBMBX Diversifiers