Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) 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 VLPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VLPIX
VLPIX charges 1.17% annually. There are 46 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% | 11.00B | Oct 2004 | VLPIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 6.90B | Nov 2001 | VLPIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 6.90B | May 1984 | VLPIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | VLPIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | VLPIX vs PRNEX |
Best Risk-Adjusted Alternatives to VLPIX
VLPIX has a PortfoliosLab risk / return rank of 85. There are 13 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 | 96 | — | Nov 1995 | VLPIX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | VLPIX vs RSNYX | |
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | VLPIX vs RMLPX | |
| Vanguard Energy Fund Admiral Shares | 91 | 6.90B | Nov 2001 | VLPIX vs VGELX | |
| Franklin Natural Resources Fund | 91 | — | Jun 1995 | VLPIX vs FRNRX |
Top Performing VLPIX Alternatives (YTD)
VLPIX is at 24.52% YTD. There are 29 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 46.27% | — | Jun 2006 | VLPIX vs OEPIX | |
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | VLPIX vs RMLPX | |
| Fidelity Select Energy Portfolio | 38.84% | — | Jul 1981 | VLPIX vs FSENX | |
| Guinness Atkinson Global Energy Fund | 36.50% | — | Jun 2004 | VLPIX vs GAGEX | |
| Vanguard Energy Index Fund Admiral Shares | 33.62% | 11.00B | Oct 2004 | VLPIX vs VENAX |
Lowest Volatility Alternatives to VLPIX
VLPIX has 14.39% 1-year volatility. There are 32 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | VLPIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | VLPIX vs SBMBX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | VLPIX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | VLPIX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | VLPIX vs CSUIX |
Lowest Drawdown Alternatives to VLPIX
VLPIX has a 1-year max drawdown of -6.65%. There are 16 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 | VLPIX vs PAXDX | |
| EIP Growth and Income Fund | -4.51% | — | Aug 2006 | VLPIX vs EIPIX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | VLPIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | VLPIX vs SBMBX | |
| Invesco SteelPath MLP Alpha Fund | -5.93% | — | Mar 2010 | VLPIX vs MLPOX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include ASFYX, AIO, SAMBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | Systematic Trend | 66 | 9.56% | — | Jul 2010 | VLPIX vs ASFYX | |
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | 24 | 21.38% | — | Oct 2019 | VLPIX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 98 | 2.76% | — | Feb 2006 | VLPIX vs SAMBX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 7.36% | — | Oct 1996 | VLPIX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 0 | -4.13% | — | Mar 2018 | VLPIX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 4 | 0.05% | — | Oct 1995 | VLPIX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 0.70% | — | Jun 2009 | VLPIX vs VIMCX | |
| The Merger Fund | Event Driven | 96 | 1.51% | — | Jan 1989 | VLPIX vs MERFX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 43 | 13.38% | — | Dec 2010 | VLPIX vs EDF | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -1.68% | — | Jun 2006 | VLPIX vs PXSGX |
Often Compared With VLPIX
Investors most often compare VLPIX with VOOG, MMTM, BRK-B. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VLPIX with Any Fund or Stock
Compare VLPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VLPIX with funds that move differently
Virtus Duff & Phelps Select MLP and Energy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VLPIX.
Explore VLPIX Diversifiers