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 79 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.09% | 11.00B | Oct 2004 | SOAEX vs VENAX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 0.37% | 6.90B | Nov 2001 | SOAEX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | 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 83. There are 18 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 | SOAEX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | SOAEX vs RSNRX | |
| Delaware Ivy Energy Fund | 92 | — | Apr 2006 | SOAEX vs IEYYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | SOAEX vs RMLPX | |
| Vanguard Energy Opportunities Fund Admiral Shares | 91 | 6.90B | Nov 2001 | SOAEX vs VGELX |
Top Performing SOAEX Alternatives (YTD)
SOAEX is at 32.89% YTD. There are 11 mutual funds in the Energy Equities category with higher YTD returns, going as high as 53.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 53.27% | — | Jun 2006 | SOAEX vs OEPIX | |
| Fidelity Select Energy Portfolio | 39.98% | — | Jul 1981 | SOAEX vs FSENX | |
| Recurrent MLP & Infrastructure Fund | 39.48% | — | Nov 2017 | SOAEX vs RMLPX | |
| Guinness Atkinson Global Energy Fund | 37.53% | — | Jun 2004 | SOAEX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 35.05% | 11.00B | Oct 2004 | SOAEX vs VENAX |
Lowest Volatility Alternatives to SOAEX
SOAEX has 16.04% 1-year volatility. There are 44 mutual funds 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 | SOAEX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | SOAEX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | SOAEX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | SOAEX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | SOAEX vs CSUIX |
Lowest Drawdown Alternatives to SOAEX
SOAEX has a 1-year max drawdown of -8.03%. There are 36 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 | SOAEX vs PAXDX | |
| EIP Growth and Income Fund | -4.51% | — | Aug 2006 | SOAEX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | SOAEX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | SOAEX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | SOAEX vs MLPOX |
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 | 54 | 17.84% | — | Jan 1998 | SOAEX vs SOAAX | |
| Spirit of America Income Fund | Long-Term Bond | 18 | -0.32% | — | Dec 2008 | SOAEX vs SOAIX | |
| Spirit of America Large Cap Value Fund | Large Cap Blend Equities | 43 | 11.31% | — | Aug 2002 | SOAEX vs SOAVX | |
| Spirit of America Municipal Tax Free Bond Fund | Municipal Bonds | 63 | 0.05% | — | Feb 2008 | SOAEX vs SOAMX |
Often Compared With SOAEX
Investors most often compare SOAEX with JEPI, GRHIX, PSPFX. These 20 comparison targets span 4 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