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 44 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 | VLPIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | VLPIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | 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 55. There are 23 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 | VLPIX vs RSNYX | |
| Victory Global Energy Transition Fund | 95 | — | Nov 1995 | VLPIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | VLPIX vs MLOZX | |
| Delaware Ivy Energy Fund | 92 | — | Apr 2006 | VLPIX vs IEYYX | |
| GMO Resources Fund | 84 | — | Dec 2011 | VLPIX vs GOFIX |
Top Performing VLPIX Alternatives (YTD)
VLPIX is at 21.09% YTD. There are 22 mutual funds in the Energy Equities category with higher YTD returns, going as high as 58.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 58.90% | — | Jun 2006 | VLPIX vs OEPIX | |
| Rydex Energy Services Fund | 35.83% | — | Mar 1998 | VLPIX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 33.85% | — | May 2007 | VLPIX vs RSNYX | |
| Victory Global Energy Transition Fund | 33.65% | — | Nov 1995 | VLPIX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | VLPIX vs MLOZX |
Lowest Volatility Alternatives to VLPIX
VLPIX has 14.03% 1-year volatility. There are 32 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 | VLPIX vs PAXDX | |
| JHancock Infrastructure Fund | 9.85% | — | Dec 2013 | VLPIX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.85% | — | May 2004 | VLPIX vs CSUIX | |
| EIP Growth and Income Fund (NEW) | 9.94% | — | Aug 2006 | VLPIX vs EIPIX | |
| Centre Global Infrastructure Fund | 9.94% | — | Jan 2018 | VLPIX vs DHIVX |
Lowest Drawdown Alternatives to VLPIX
VLPIX has a 1-year max drawdown of -6.65%. There are 21 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 (NEW) | -4.51% | — | Aug 2006 | VLPIX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | VLPIX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | VLPIX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | VLPIX vs IEYYX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 56 | 35.67% | — | Oct 2019 | VLPIX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.55% | — | Feb 2006 | VLPIX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.82% | — | Mar 2018 | VLPIX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | 6.39% | — | Oct 1996 | VLPIX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 6.67% | — | Oct 1995 | VLPIX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | 0.17% | — | Jun 2009 | VLPIX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.04% | — | Jan 1989 | VLPIX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.83% | — | Sep 1940 | VLPIX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 18 | 14.03% | — | Mar 1995 | VLPIX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -7.28% | — | Jun 2006 | VLPIX vs PXSGX |
Often Compared With VLPIX
Investors most often compare VLPIX with VOOG, MMTM, BRK-B. These 20 comparison targets span 5 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