Vanguard Energy Fund Admiral Shares (VGELX) 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 VGELX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VGELX
VGELX charges 0.33% annually. There is 1 mutual fund in the Energy Equities category with a lower expense ratio, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | VGELX vs VENAX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | VGELX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | VGELX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | VGELX vs PRNEX | |
| Adams Natural Resources Closed Fund | 0.64% | — | Jan 1929 | VGELX vs PEO |
Best Risk-Adjusted Alternatives to VGELX
VGELX has a PortfoliosLab risk / return rank of 62. There are 16 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 | VGELX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | VGELX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | VGELX vs MLOZX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | VGELX vs IEYYX | |
| GMO Resources Fund | 86 | — | Dec 2011 | VGELX vs GOFIX |
Top Performing VGELX Alternatives (YTD)
VGELX is at 16.66% YTD. There are 49 mutual funds in the Energy Equities category with higher YTD returns, going as high as 61.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 61.97% | — | Jun 2006 | VGELX vs OEPIX | |
| Rydex Energy Services Fund | 37.59% | — | Mar 1998 | VGELX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | VGELX vs RSNYX | |
| Victory Global Energy Transition Fund | 34.09% | — | Nov 1995 | VGELX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | VGELX vs MLOZX |
Lowest Volatility Alternatives to VGELX
VGELX has 12.28% 1-year volatility. There are 19 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.94% | — | Dec 2016 | VGELX vs PAXDX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | VGELX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | VGELX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.96% | — | Jan 2018 | VGELX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 9.97% | — | Aug 2006 | VGELX vs EIPIX |
Lowest Drawdown Alternatives to VGELX
VGELX has a 1-year max drawdown of -7.86%. There are 40 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 | VGELX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | VGELX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | VGELX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | VGELX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | VGELX vs IEYYX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VGELX
Investors most often compare VGELX with VDE, VDEQX, XLE. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare VGELX with Any Fund or Stock
Compare VGELX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VGELX with funds that move differently
Vanguard Energy Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGELX.
Explore VGELX Diversifiers