DWS RREEF Global Infrastructure Fund (TOLIX) 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 TOLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TOLIX
TOLIX charges 1.03% annually. There are 36 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 | TOLIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | TOLIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | TOLIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | TOLIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | TOLIX vs PRNEX |
Best Risk-Adjusted Alternatives to TOLIX
TOLIX has a PortfoliosLab risk / return rank of 32. There are 71 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 | TOLIX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 94 | — | May 2007 | TOLIX vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | TOLIX vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | TOLIX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | TOLIX vs EIPIX |
Top Performing TOLIX Alternatives (YTD)
TOLIX is at 9.78% YTD. There are 73 mutual funds in the Energy Equities category with higher YTD returns, going as high as 55.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 55.57% | — | Jun 2006 | TOLIX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.07% | — | Aug 2007 | TOLIX vs SRV | |
| Rydex Energy Services Fund | 34.99% | — | Mar 1998 | TOLIX vs RYVIX | |
| Recurrent MLP & Infrastructure Fund | 33.65% | — | Nov 2017 | TOLIX vs RMLPX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | TOLIX vs MLOZX |
Lowest Volatility Alternatives to TOLIX
TOLIX has 11.23% 1-year volatility. There are 14 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | TOLIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | TOLIX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | TOLIX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.09% | — | May 2004 | TOLIX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.15% | — | Jan 2018 | TOLIX vs DHIVX |
Lowest Drawdown Alternatives to TOLIX
TOLIX has a 1-year max drawdown of -6.05%. There are 9 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 | TOLIX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | TOLIX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | TOLIX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | TOLIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | TOLIX vs SBMBX |
Other Mutual Funds from DWS
The 10 most viewed DWS mutual funds shown here include AAAAX, KTCAX, AAAZX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund - Class A | Diversified Portfolio | 51 | 8.90% | — | Jul 2007 | TOLIX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 47 | 22.08% | — | Sep 1948 | TOLIX vs KTCAX | |
| DWS RREEF Real Assets Fund | Global Allocation | 53 | 9.15% | — | Jul 2007 | TOLIX vs AAAZX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 56 | 10.66% | — | May 1929 | TOLIX vs SCDGX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 77 | 29.18% | — | May 1996 | TOLIX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 14 | 7.41% | — | Jul 1986 | TOLIX vs SCOBX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 9 | 4.27% | — | Jul 2000 | TOLIX vs SCGSX | |
| DWS S&P 500 Index Fund | S&P 500 | 61 | 10.91% | — | Aug 1997 | TOLIX vs SCPIX | |
| DWS Global High Income Fund | High Yield Bonds | 75 | 1.84% | — | Mar 1998 | TOLIX vs MGHYX | |
| DWS Equity 500 Index Fund | Large Cap Blend Equities | 64 | 11.19% | — | Dec 1992 | TOLIX vs BTIIX |
Often Compared With TOLIX
Investors most often compare TOLIX with HWM, ICF, BTAL. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare TOLIX with Any Fund or Stock
Compare TOLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TOLIX with funds that move differently
DWS RREEF Global Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TOLIX.
Explore TOLIX Diversifiers