EuroPac Gold Fund Class I (EPGIX) 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 EPGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EPGIX
EPGIX charges 1.12% annually. There are 4 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 | EPGIX vs USG | |
| Sprott Physical Uranium Trust Fund | 0.60% | — | Jul 2021 | EPGIX vs U-UN.TO | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | EPGIX vs FIJDX | |
| The Gold Bullion Strategy Fund Investor Class | 1.00% | — | Apr 2016 | EPGIX vs QGLDX |
Best Risk-Adjusted Alternatives to EPGIX
EPGIX has a PortfoliosLab risk / return rank of 33. No mutual funds in the Gold category have higher risk-adjusted ranks; the top alternatives shown here go as high as 24.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Gold Fund Class Z | 24 | — | Dec 1985 | EPGIX vs FIJDX | |
| The Gold Bullion Strategy Fund Investor Class | 17 | — | Apr 2016 | EPGIX vs QGLDX | |
| USCF Gold Strategy Plus Income Fund | 16 | — | Nov 2021 | EPGIX vs USG | |
| Sprott Physical Uranium Trust Fund | 9 | — | Jul 2021 | EPGIX vs U-UN.TO |
Top Performing EPGIX Alternatives (YTD)
EPGIX is at 7.11% YTD. No mutual funds in the Gold category have higher YTD returns; the top-performing alternatives shown here go as high as 5.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Gold Fund Class Z | 5.41% | — | Dec 1985 | EPGIX vs FIJDX | |
| The Gold Bullion Strategy Fund Investor Class | 3.71% | — | Apr 2016 | EPGIX vs QGLDX | |
| USCF Gold Strategy Plus Income Fund | 2.39% | — | Nov 2021 | EPGIX vs USG | |
| Sprott Physical Uranium Trust Fund | 1.68% | — | Jul 2021 | EPGIX vs U-UN.TO |
Lowest Volatility Alternatives to EPGIX
EPGIX has 38.71% 1-year volatility. There are 3 mutual funds in the Gold category with lower 1-year volatility, going as low as 23.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 23.21% | — | Nov 2021 | EPGIX vs USG | |
| The Gold Bullion Strategy Fund Investor Class | 26.60% | — | Apr 2016 | EPGIX vs QGLDX | |
| Sprott Physical Uranium Trust Fund | 34.17% | — | Jul 2021 | EPGIX vs U-UN.TO | |
| Fidelity Advisor Gold Fund Class Z | 43.05% | — | Dec 1985 | EPGIX vs FIJDX |
Lowest Drawdown Alternatives to EPGIX
EPGIX has a 1-year max drawdown of -28.88%. There are 3 mutual funds in the Gold category with shallower 1-year drawdowns, going as shallow as -18.35%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | -18.35% | — | Nov 2021 | EPGIX vs USG | |
| The Gold Bullion Strategy Fund Investor Class | -19.22% | — | Apr 2016 | EPGIX vs QGLDX | |
| Sprott Physical Uranium Trust Fund | -21.81% | — | Jul 2021 | EPGIX vs U-UN.TO | |
| Fidelity Advisor Gold Fund Class Z | -29.85% | — | Dec 1985 | EPGIX vs FIJDX |
Often Compared With EPGIX
Investors most often compare EPGIX with EPGFX, SSSS, AU. These 10 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| EuroPac Gold Fund | Precious Metals | 33 | 7.04% | — | Jul 2013 | EPGIX vs EPGFX | |
| SuRo Capital Corp. | 95 | 50.74% | — | — | EPGIX vs SSSS | ||
| AngloGold Ashanti Limited | 81 | 8.43% | — | — | EPGIX vs AU | ||
| ProFunds Precious Metals UltraSector Fund | Leveraged Equities | 29 | 1.73% | — | Jun 2002 | EPGIX vs PMPIX | |
| Vanguard Global Capital Cycles Fund | Global Equities | 95 | 21.14% | 3.90B | May 1984 | EPGIX vs VGPMX | |
| SPDR Gold Shares | Gold, Precious Metals | 32 | 2.92% | 150.37B | Nov 2004 | EPGIX vs GLD | |
| ProShares Ultra Silver | Silver, Leveraged Commodities, Precious Metals | 36 | -30.83% | 1.87B | Dec 2008 | EPGIX vs AGQ | |
| Allspring Precious Metals Fund | Precious Metals | 28 | 2.44% | — | Jan 1998 | EPGIX vs EKWAX | |
| Fidelity Select Gold Portfolio | Precious Metals | 24 | 5.40% | — | Dec 1985 | EPGIX vs FSAGX | |
| VanEck Gold Miners ETF | Gold, Precious Metals | 35 | -0.90% | 27.13B | May 2006 | EPGIX vs GDX |
Compare EPGIX with Any Fund or Stock
Compare EPGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EPGIX with funds that move differently
EuroPac Gold Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EPGIX.
Explore EPGIX Diversifiers