Tortoise MLP & Pipeline Fund (TORIX) Alternatives
Tortoise MLP & Pipeline Fund (TORIX) 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 TORIX. 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 TORIX
TORIX charges 0.93% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among TORIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | TORIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | TORIX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | TORIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | TORIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | TORIX vs PRNEX |
Best Risk-Adjusted Alternatives to TORIX
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 | TORIX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | TORIX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | TORIX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | TORIX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | TORIX vs IGNAX |
Top Performing TORIX Alternatives (YTD)
TORIX 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 | TORIX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | TORIX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | TORIX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | TORIX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | TORIX vs FSTEX |
Lowest Volatility Alternatives to TORIX
TORIX 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 | TORIX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | TORIX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | TORIX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | TORIX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | TORIX vs JEEIX |
Lowest Drawdown Alternatives to TORIX
TORIX 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 | TORIX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | TORIX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | TORIX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | TORIX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | TORIX vs JEEIX |
Other Mutual Funds from Tortoise
Most popular Tortoise mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Tortoise Energy Infrastructure Closed Fund | MLPs, Energy Equities | 72 | 25.59% | — | TORIX vs TYG |
Often Compared With TORIX
What investors most often compare with TORIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Tortoise North American Pipeline Fund | Energy Equities | 67 | 20.98% | Jun 30, 2015 | TORIX vs TPYP | |
| Alerian MLP ETF | MLPs | 32 | 14.20% | Aug 23, 2010 | TORIX vs AMLP | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | TORIX vs VOO | |
| VanEck Gold Miners ETF | Gold, Precious Metals | 92 | 7.00% | May 16, 2006 | TORIX vs GDX | |
| Vanguard S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.17% | Apr 5, 2019 | TORIX vs VOOG | |
| Cheniere Energy, Inc. | 66 | 46.36% | — | TORIX vs LNG | ||
| Global X MLP & Energy Infrastructure ETF | MLPs | 62 | 23.52% | Aug 7, 2013 | TORIX vs MLPX | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | TORIX vs FXAIX | |
| Exxon Mobil Corporation | 87 | 41.92% | — | TORIX vs XOM | ||
| Rydex Energy Fund | Energy Equities | 85 | 37.40% | Apr 20, 1998 | TORIX vs RYEIX | |
| Vanguard Balanced Index Fund Institutional Shares | Diversified Portfolio | 59 | -4.19% | Dec 1, 2000 | TORIX vs VBAIX |
Compare TORIX with Any Fund or Stock
Compare TORIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.