EuroPac Gold Fund (EPGFX) belongs to the Gold 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 a closer substitute for your current allocation.
Cheapest Alternatives to EPGFX
EPGFX charges 1.40% annually. There are 14 mutual funds in the Gold category with lower expense ratios, going as low as 0.45%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | EPGFX vs USG | |
| Sprott Physical Gold and Silver Trust | 0.48% | — | Jan 2018 | EPGFX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | EPGFX vs FGPMX | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | EPGFX vs FIJDX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | EPGFX vs FGADX |
Best Risk-Adjusted Alternatives to EPGFX
EPGFX has a PortfoliosLab risk / return rank of 20. There are 10 mutual funds in the Gold category with higher risk-adjusted ranks, going as high as 29.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Gold and Precious Metals Fund Advisor Cla... | 29 | — | Apr 2010 | EPGFX vs FGADX | |
| Franklin Gold and Precious Metals Fund Class R6 | 29 | — | May 2013 | EPGFX vs FGPMX | |
| Franklin Gold and Precious Metals Fund | 28 | — | May 1969 | EPGFX vs FKRCX | |
| OCM Gold Atlas | 26 | — | Mar 2010 | EPGFX vs OCMAX | |
| VanEck International Investors Gold Fund | 26 | — | Feb 1956 | EPGFX vs INIVX |
Top Performing EPGFX Alternatives (YTD)
EPGFX is at -9.32% YTD. There are 4 mutual funds in the Gold category with higher YTD returns, going as high as -7.23%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | -7.23% | — | Nov 2021 | EPGFX vs USG | |
| VanEck International Investors Gold Fund | -7.87% | — | Feb 1956 | EPGFX vs INIVX | |
| OCM Gold Atlas | -8.20% | — | Mar 2010 | EPGFX vs OCMAX | |
| OCM Gold Fund | -8.41% | — | Feb 1988 | EPGFX vs OCMGX | |
| First Eagle Gold Fund Class R6 | -9.97% | — | Mar 2017 | EPGFX vs FEURX |
Lowest Volatility Alternatives to EPGFX
EPGFX has 40.65% 1-year volatility. There are 6 mutual funds in the Gold category with lower 1-year volatility, going as low as 24.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 24.51% | — | Nov 2021 | EPGFX vs USG | |
| Sprott Physical Gold and Silver Trust | 39.52% | — | Jan 2018 | EPGFX vs CEF | |
| First Eagle Gold Fund Class C | 40.12% | — | May 2003 | EPGFX vs FEGOX | |
| First Eagle Gold Fund | 40.12% | — | Aug 1993 | EPGFX vs SGGDX | |
| First Eagle Gold Fund Class I | 40.12% | — | Aug 1993 | EPGFX vs FEGIX |
Lowest Drawdown Alternatives to EPGFX
EPGFX has a 1-year max drawdown of -30.85%. There is 1 mutual fund in the Gold category with a shallower 1-year drawdown, going as shallow as -24.86%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | -24.86% | — | Nov 2021 | EPGFX vs USG | |
| OCM Gold Atlas | -31.28% | — | Mar 2010 | EPGFX vs OCMAX | |
| OCM Gold Fund | -31.36% | — | Feb 1988 | EPGFX vs OCMGX | |
| First Eagle Gold Fund Class R6 | -32.34% | — | Mar 2017 | EPGFX vs FEURX | |
| First Eagle Gold Fund Class I | -32.36% | — | Aug 1993 | EPGFX vs FEGIX |
Other Mutual Funds from Euro Pacific Asset Management
The 5 most viewed Euro Pacific Asset Management mutual funds shown here include EPDIX, EPDPX, EPIVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| EuroPac International Dividend Income Fund | Foreign Large Cap Equities | 73 | 5.56% | — | Jan 2014 | EPGFX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | Foreign Large Cap Equities, Dividend | 72 | 5.37% | — | Jan 2014 | EPGFX vs EPDPX | |
| EuroPac International Value Fund | Foreign Large Cap Equities | 15 | -5.18% | — | Apr 2010 | EPGFX vs EPIVX | |
| EP Emerging Markets Small Companies Fund | Emerging Markets Diversified | 17 | 0.34% | — | Nov 2010 | EPGFX vs EPASX | |
| EuroPac International Bond Fund | Global Bonds | 8 | -1.13% | — | Nov 2010 | EPGFX vs EPIBX |
Often Compared With EPGFX
Investors most often compare EPGFX with SGDM, SPY, RYOCX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare EPGFX with Any Fund or Stock
Compare EPGFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EPGFX with funds that move differently
EuroPac Gold Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPGFX.
Explore EPGFX Diversifiers