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 86 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 | SBMBX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | SBMBX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | 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 86 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 | SBMBX vs RSNYX | |
| Victory Global Energy Transition Fund | 95 | — | Nov 1995 | SBMBX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | SBMBX vs MLOZX | |
| Delaware Ivy Energy Fund | 92 | — | Apr 2006 | SBMBX vs IEYYX | |
| GMO Resources Fund | 84 | — | Dec 2011 | SBMBX vs GOFIX |
Top Performing SBMBX Alternatives (YTD)
SBMBX is at 0.00% YTD. There are 86 mutual funds in the Energy Equities category with higher YTD returns, going as high as 58.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 58.90% | — | Jun 2006 | SBMBX vs OEPIX | |
| Rydex Energy Services Fund | 35.83% | — | Mar 1998 | SBMBX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 33.85% | — | May 2007 | SBMBX vs RSNYX | |
| Victory Global Energy Transition Fund | 33.65% | — | Nov 1995 | SBMBX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | SBMBX vs MLOZX |
Lowest Volatility Alternatives to SBMBX
SBMBX has 10.32% 1-year volatility. There are 7 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 | SBMBX vs PAXDX | |
| JHancock Infrastructure Fund | 9.85% | — | Dec 2013 | SBMBX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.85% | — | May 2004 | SBMBX vs CSUIX | |
| EIP Growth and Income Fund (NEW) | 9.94% | — | Aug 2006 | SBMBX vs EIPIX | |
| Centre Global Infrastructure Fund | 9.94% | — | Jan 2018 | SBMBX vs DHIVX |
Lowest Drawdown Alternatives to SBMBX
SBMBX has a 1-year max drawdown of -5.66%. There are 6 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 (NEW) | -4.51% | — | Aug 2006 | SBMBX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | SBMBX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | SBMBX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | SBMBX vs IEYYX |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SLCGX, SBMIX, SPMAX and span 8 categories.
Often Compared With SBMBX
Investors most often compare SBMBX with SIBPX, FSENX, AIFRX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Saratoga Investment Quality Bond Portfolio | Short-Term Bond | 8 | -0.85% | — | Sep 1994 | SBMBX vs SIBPX | |
| Fidelity Select Energy Portfolio | Energy Equities | 39 | 25.07% | — | Jul 1981 | SBMBX vs FSENX | |
| abrdn Global Infrastructure Fund | Energy Equities | 64 | 12.03% | — | Nov 2008 | SBMBX vs AIFRX | |
| Russell Investments Global Infrastructure Fund | Energy Equities | 41 | 9.24% | — | Sep 2010 | SBMBX vs RGIYX | |
| Cavanal Hill World Energy Fund | Energy Equities | 52 | 24.84% | — | Feb 2014 | SBMBX vs APWEX | |
| Franklin Natural Resources Fund | Energy Equities | 82 | 17.99% | — | Jun 1995 | SBMBX vs FRNRX | |
| Guinness Atkinson Global Energy Fund | Energy Equities | 40 | 22.20% | — | Jun 2004 | SBMBX vs GAGEX | |
| Rydex Energy Fund | Energy Equities | 41 | 24.23% | — | Apr 1998 | SBMBX vs RYEIX | |
| Recurrent MLP & Infrastructure Fund | Energy Equities | 57 | 26.92% | — | Nov 2017 | SBMBX vs RMLPX |
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