Spirit of America Energy Fund (SOAEX) Alternatives
Spirit of America Energy Fund (SOAEX) 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 SOAEX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SOAEX
SOAEX charges 1.50% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among SOAEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | SOAEX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | SOAEX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | SOAEX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | SOAEX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | SOAEX vs PRNEX |
Best Risk-Adjusted Alternatives to SOAEX
Among mutual funds in the Energy Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Global Energy Transition Fund | 98 | Nov 14, 1995 | SOAEX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | SOAEX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | SOAEX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | SOAEX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | SOAEX vs IGNAX |
Top Performing SOAEX Alternatives (YTD)
SOAEX alternatives from the Energy Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 65.25% | Jun 4, 2006 | SOAEX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | SOAEX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | SOAEX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | SOAEX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | SOAEX vs FSTEX |
Lowest Volatility Alternatives to SOAEX
SOAEX alternatives from the Energy Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Global Infrastructure Fund, Inc. | 11.49% | May 2, 2004 | SOAEX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | SOAEX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | SOAEX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | SOAEX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | SOAEX vs JEEIX |
Lowest Drawdown Alternatives to SOAEX
SOAEX alternatives from the Energy Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Brookfield Global Listed Infrastructure Fund | -7.55% | Nov 29, 2011 | SOAEX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | SOAEX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | SOAEX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | SOAEX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | SOAEX vs JEEIX |
Other Mutual Funds from Spirit of America
Most popular Spirit of America mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Spirit of America Large Cap Value Fund | Large Cap Blend Equities | 58 | -5.44% | Aug 1, 2002 | SOAEX vs SOAVX | |
| Spirit of America Income Fund | Long-Term Bond | 53 | 0.17% | Dec 30, 2008 | SOAEX vs SOAIX | |
| Spirit of America Municipal Tax Free Bond Fund | Municipal Bonds | 52 | -0.58% | Feb 28, 2008 | SOAEX vs SOAMX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | SOAEX vs SOAAX |
Often Compared With SOAEX
What investors most often compare with SOAEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Equity Premium Income ETF | Actively Managed, Dividend, Derivative Income | 39 | 0.20% | May 20, 2020 | SOAEX vs JEPI | |
| Rydex Energy Fund | Energy Equities | 85 | 37.40% | Apr 20, 1998 | SOAEX vs RYEIX |
Compare SOAEX with Any Fund or Stock
Compare SOAEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.