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 a closer substitute for your current allocation.
Cheapest Alternatives to SOAEX
SOAEX charges 1.50% annually. There are 74 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 | SOAEX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.60B | Nov 2001 | SOAEX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | 7.60B | May 1984 | SOAEX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | SOAEX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | SOAEX vs PRNEX |
Best Risk-Adjusted Alternatives to SOAEX
SOAEX has a PortfoliosLab risk / return rank of 58. There are 39 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 | SOAEX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 97 | — | May 2007 | SOAEX vs RSNYX | |
| Victory Global Energy Transition Fund | 97 | — | Nov 1995 | SOAEX vs RSNRX | |
| Delaware Ivy Energy Fund | 96 | — | Apr 2006 | SOAEX vs IEYYX | |
| GMO Resources Fund | 96 | — | Dec 2011 | SOAEX vs GOFIX |
Top Performing SOAEX Alternatives (YTD)
SOAEX is at 26.90% YTD. There are 21 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 | SOAEX vs OEPIX | |
| Rydex Energy Services Fund | 50.22% | — | Mar 1998 | SOAEX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 38.94% | — | May 2007 | SOAEX vs RSNYX | |
| Victory Global Energy Transition Fund | 38.76% | — | Nov 1995 | SOAEX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 36.18% | — | Dec 2013 | SOAEX vs MLOZX |
Lowest Volatility Alternatives to SOAEX
SOAEX has 15.75% 1-year volatility. There are 46 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 | SOAEX vs PAXDX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.68% | — | May 2004 | SOAEX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.79% | — | Jan 2018 | SOAEX vs DHIVX | |
| JHancock Infrastructure Fund | 9.88% | — | Dec 2013 | SOAEX vs JEEIX | |
| Russell Investments Global Infrastructure Fund | 10.03% | — | Sep 2010 | SOAEX vs RGIYX |
Lowest Drawdown Alternatives to SOAEX
SOAEX has a 1-year max drawdown of -8.03%. There are 49 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 | SOAEX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | SOAEX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | SOAEX vs EIPIX | |
| Delaware Ivy Energy Fund | -4.55% | — | Apr 2006 | SOAEX vs IEYYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | SOAEX vs MLOZX |
Other Mutual Funds from Spirit of America
The 4 most viewed Spirit of America mutual funds shown here include SOAAX, SOAIX, SOAVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Spirit of America Real Estate Income & Growth Fund | REIT | 13 | 11.76% | — | Jan 1998 | SOAEX vs SOAAX | |
| Spirit of America Income Fund | Long-Term Bond | 35 | 1.19% | — | Dec 2008 | SOAEX vs SOAIX | |
| Spirit of America Large Cap Value Fund | Large Cap Blend Equities | 74 | 15.10% | — | Aug 2002 | SOAEX vs SOAVX | |
| Spirit of America Municipal Tax Free Bond Fund | Municipal Bonds | 74 | 1.63% | — | Feb 2008 | SOAEX vs SOAMX |
Often Compared With SOAEX
Investors most often compare SOAEX with JEPI, GRHIX, PSPFX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SOAEX with Any Fund or Stock
Compare SOAEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SOAEX with funds that move differently
Spirit of America Energy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SOAEX.
Explore SOAEX Diversifiers