EuroPac Gold Fund (EPGFX) Alternatives

EuroPac Gold Fund (EPGFX) belongs to the Precious Metals category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EPGFX. 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 EPGFX

EPGFX charges 1.40% annually. Among mutual funds in the Precious Metals category, these options have the lowest expense ratios among EPGFX alternatives.

Symbol	Name	Expense Ratio	Inception
CEF	Sprott Physical Gold and Silver Trust	0.48%	Jan 16, 2018	EPGFX vs CEF
FGPMX	Franklin Gold and Precious Metals Fund Class R6	0.54%	May 1, 2013	EPGFX vs FGPMX
FGADX	Franklin Gold and Precious Metals Fund Advisor Cla...	0.62%	Apr 30, 2010	EPGFX vs FGADX
BGEIX	American Century Global Gold Fund	0.65%	Aug 16, 1988	EPGFX vs BGEIX
FSAGX	Fidelity Select Gold Portfolio	0.76%	Dec 15, 1985	EPGFX vs FSAGX

Best Risk-Adjusted Alternatives to EPGFX

Among mutual funds in the Precious Metals 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
MIDSX	Midas Fund	96	Jan 7, 1986	EPGFX vs MIDSX
FKRCX	Franklin Gold and Precious Metals Fund	95	May 18, 1969	EPGFX vs FKRCX
FGADX	Franklin Gold and Precious Metals Fund Advisor Cla...	95	Apr 30, 2010	EPGFX vs FGADX
FGPMX	Franklin Gold and Precious Metals Fund Class R6	95	May 1, 2013	EPGFX vs FGPMX
OCMGX	OCM Gold Fund	95	Feb 3, 1988	EPGFX vs OCMGX

Top Performing EPGFX Alternatives (YTD)

EPGFX alternatives from the Precious Metals category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
MIDSX	Midas Fund	11.46%	Jan 7, 1986	EPGFX vs MIDSX
INIVX	VanEck International Investors Gold Fund	9.59%	Feb 9, 1956	EPGFX vs INIVX
FSAGX	Fidelity Select Gold Portfolio	9.10%	Dec 15, 1985	EPGFX vs FSAGX
FGDIX	Fidelity Advisor Gold Fund Class I	9.09%	Dec 12, 2006	EPGFX vs FGDIX
FEURX	First Eagle Gold Fund Class R6	9.01%	Mar 1, 2017	EPGFX vs FEURX

Lowest Volatility Alternatives to EPGFX

EPGFX alternatives from the Precious Metals category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
CEF	Sprott Physical Gold and Silver Trust	37.38%	Jan 16, 2018	EPGFX vs CEF
FEURX	First Eagle Gold Fund Class R6	38.96%	Mar 1, 2017	EPGFX vs FEURX
FEGOX	First Eagle Gold Fund Class C	38.96%	May 15, 2003	EPGFX vs FEGOX
SGGDX	First Eagle Gold Fund	38.96%	Aug 30, 1993	EPGFX vs SGGDX
FEGIX	First Eagle Gold Fund Class I	38.97%	Aug 31, 1993	EPGFX vs FEGIX

Lowest Drawdown Alternatives to EPGFX

EPGFX alternatives from the Precious Metals category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
FEGIX	First Eagle Gold Fund Class I	-26.66%	Aug 31, 1993	EPGFX vs FEGIX
FEURX	First Eagle Gold Fund Class R6	-26.66%	Mar 1, 2017	EPGFX vs FEURX
SGGDX	First Eagle Gold Fund	-26.67%	Aug 30, 1993	EPGFX vs SGGDX
FEGOX	First Eagle Gold Fund Class C	-26.69%	May 15, 2003	EPGFX vs FEGOX
CEF	Sprott Physical Gold and Silver Trust	-26.77%	Jan 16, 2018	EPGFX vs CEF

Other Mutual Funds from Euro Pacific Asset Management

Most popular Euro Pacific Asset Management mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	97	8.52%	Jan 9, 2014	EPGFX vs EPDIX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	97	8.52%	Jan 10, 2014	EPGFX vs EPDPX
EPIVX	EuroPac International Value Fund	Foreign Large Cap Equities	85	1.49%	Apr 6, 2010	EPGFX vs EPIVX
EPASX	EP Emerging Markets Small Companies Fund	Emerging Markets Diversified	84	2.39%	Nov 30, 2010	EPGFX vs EPASX
EPIBX	EuroPac International Bond Fund	Global Bonds	59	-1.68%	Nov 14, 2010	EPGFX vs EPIBX

Often Compared With EPGFX

What investors most often compare with EPGFX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SGDM	Sprott Gold Miners ETF	Materials	92	13.63%	Jul 15, 2014	EPGFX vs SGDM
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	EPGFX vs SPY
RYOCX	Rydex NASDAQ-100 Fund Investor Class	Large Cap Growth Equities	59	-6.11%	Feb 14, 1994	EPGFX vs RYOCX
^GSPC	S&P 500 Index		67	-3.95%	—	EPGFX vs ^GSPC
^XAU	Philadelphia Gold and Silver Index		96	13.79%	—	EPGFX vs ^XAU
SPUS	SP Funds S&P 500 Sharia Industry Exclusions ETF	S&P 500	72	-4.61%	Dec 18, 2019	EPGFX vs SPUS
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	83	-3.79%	Dec 31, 1984	EPGFX vs FOCPX
IAUM	iShares Gold Trust Micro	Gold, Precious Metals	86	10.49%	Jun 15, 2021	EPGFX vs IAUM
NVDA	NVIDIA Corporation		82	-5.76%	—	EPGFX vs NVDA
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income	24	-0.51%	Aug 31, 2018	EPGFX vs JEPIX
EPGIX	EuroPac Gold Fund Class I	Gold	92	5.76%	—	EPGFX vs EPGIX
GLD	SPDR Gold Shares	Gold, Precious Metals	85	10.47%	Nov 18, 2004	EPGFX vs GLD
USERX	U.S. Global Investors Gold & Precious Metals Fund	Precious Metals	92	0.68%	Jun 30, 1974	EPGFX vs USERX
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	EPGFX vs VOO
GDX	VanEck Gold Miners ETF	Gold, Precious Metals	92	11.94%	May 16, 2006	EPGFX vs GDX
EKWAX	Allspring Precious Metals Fund	Precious Metals	94	8.92%	Jan 19, 1998	EPGFX vs EKWAX
FCNTX	Fidelity Contrafund Fund	Large Cap Growth Equities	62	-5.35%	May 17, 1967	EPGFX vs FCNTX
GDXJ	VanEck Vectors Junior Gold Miners ETF	Materials	92	10.08%	Nov 10, 2009	EPGFX vs GDXJ
SGDLX	Sprott Gold Equity Fund	Precious Metals	94	5.53%	Jun 28, 1998	EPGFX vs SGDLX
GOLDX	Gabelli Gold Fund	Precious Metals	94	5.89%	Jul 10, 1994	EPGFX vs GOLDX

Compare EPGFX with Any Fund or Stock

Compare EPGFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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EuroPac Gold Fund

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