Vanguard Energy Fund Investor Shares (VGENX) Alternatives
Vanguard Energy Fund Investor Shares (VGENX) 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 VGENX. 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 VGENX
VGENX charges 0.41% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among VGENX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | VGENX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | VGENX vs VGELX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | VGENX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | VGENX vs PRNEX | |
| Adams Natural Resources Closed Fund | 0.64% | Jan 30, 1929 | VGENX vs PEO |
Best Risk-Adjusted Alternatives to VGENX
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 | VGENX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | VGENX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | VGENX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | VGENX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | VGENX vs IGNAX |
Top Performing VGENX Alternatives (YTD)
VGENX 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 | VGENX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | VGENX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | VGENX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | VGENX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | VGENX vs FSTEX |
Lowest Volatility Alternatives to VGENX
VGENX 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 | VGENX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | VGENX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | VGENX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | VGENX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | VGENX vs JEEIX |
Lowest Drawdown Alternatives to VGENX
VGENX 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 | VGENX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | VGENX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | VGENX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | VGENX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | VGENX vs JEEIX |
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Often Compared With VGENX
What investors most often compare with VGENX, based on PortfoliosLab usage data.
Compare VGENX with Any Fund or Stock
Compare VGENX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.