Vanguard Energy Opportunities 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 a closer substitute for your current allocation.
Cheapest Alternatives to VGENX
VGENX charges 0.45% annually. There are 2 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 | VGENX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | VGENX vs VGELX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | VGENX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | VGENX vs PRNEX | |
| Adams Natural Resources Closed Fund | 0.64% | — | Jan 1929 | VGENX vs PEO |
Best Risk-Adjusted Alternatives to VGENX
VGENX has a PortfoliosLab risk / return rank of 65. There are 17 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 | VGENX vs RSNYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 96 | — | Dec 2013 | VGENX vs MLOZX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | VGENX vs RSNRX | |
| Delaware Ivy Energy Fund | 91 | — | Apr 2006 | VGENX vs IEYYX | |
| GMO Resources Fund | 84 | — | Dec 2011 | VGENX vs GOFIX |
Top Performing VGENX Alternatives (YTD)
VGENX is at 16.92% YTD. There are 44 mutual funds in the Energy Equities category with higher YTD returns, going as high as 59.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 59.50% | — | Jun 2006 | VGENX vs OEPIX | |
| Rydex Energy Services Fund | 36.38% | — | Mar 1998 | VGENX vs RYVIX | |
| NXG Cushing® Midstream Energy Fund | 34.33% | — | Aug 2007 | VGENX vs SRV | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | VGENX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 31.62% | — | May 2007 | VGENX vs RSNYX |
Lowest Volatility Alternatives to VGENX
VGENX has 12.29% 1-year volatility. There are 20 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 | VGENX vs PAXDX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | VGENX vs CSUIX | |
| JHancock Infrastructure Fund | 9.90% | — | Dec 2013 | VGENX vs JEEIX | |
| Centre Global Infrastructure Fund | 9.94% | — | Jan 2018 | VGENX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 10.01% | — | Aug 2006 | VGENX vs EIPIX |
Lowest Drawdown Alternatives to VGENX
VGENX has a 1-year max drawdown of -7.88%. There are 41 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 | VGENX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | VGENX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | VGENX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | VGENX vs DHIVX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | VGENX vs GGINX |
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 VGENX
Investors most often compare VGENX with VDE, FSENX, XLE. These 20 comparison targets span 13 categories, 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.
Pair VGENX with funds that move differently
Vanguard Energy Opportunities Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGENX.
Explore VGENX Diversifiers