EuroPac Gold Fund Class I (EPGIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EPGIX
EPGIX charges 1.12% annually. Among mutual funds in the Gold category, these options have the lowest expense ratios among EPGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 0.45% | Nov 2, 2021 | EPGIX vs USG | |
| Sprott Physical Uranium Trust Fund | 0.60% | Jul 19, 2021 | EPGIX vs U-UN.TO | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | Dec 16, 1985 | EPGIX vs FIJDX | |
| The Gold Bullion Strategy Fund Investor Class | 1.00% | Apr 19, 2016 | EPGIX vs QGLDX |
Best Risk-Adjusted Alternatives to EPGIX
Among mutual funds in the Gold 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 | |
|---|---|---|---|---|
| Fidelity Advisor Gold Fund Class Z | 89 | Dec 16, 1985 | EPGIX vs FIJDX | |
| USCF Gold Strategy Plus Income Fund | 83 | Nov 2, 2021 | EPGIX vs USG | |
| The Gold Bullion Strategy Fund Investor Class | 82 | Apr 19, 2016 | EPGIX vs QGLDX | |
| Sprott Physical Uranium Trust Fund | 55 | Jul 19, 2021 | EPGIX vs U-UN.TO |
Top Performing EPGIX Alternatives (YTD)
EPGIX alternatives from the Gold category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 6.85% | Nov 2, 2021 | EPGIX vs USG | |
| Sprott Physical Uranium Trust Fund | 4.73% | Jul 19, 2021 | EPGIX vs U-UN.TO | |
| The Gold Bullion Strategy Fund Investor Class | 4.26% | Apr 19, 2016 | EPGIX vs QGLDX | |
| Fidelity Advisor Gold Fund Class Z | 1.82% | Dec 16, 1985 | EPGIX vs FIJDX |
Lowest Volatility Alternatives to EPGIX
EPGIX alternatives from the Gold category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 23.94% | Nov 2, 2021 | EPGIX vs USG | |
| The Gold Bullion Strategy Fund Investor Class | 27.56% | Apr 19, 2016 | EPGIX vs QGLDX | |
| Sprott Physical Uranium Trust Fund | 37.50% | Jul 19, 2021 | EPGIX vs U-UN.TO | |
| Fidelity Advisor Gold Fund Class Z | 42.72% | Dec 16, 1985 | EPGIX vs FIJDX |
Lowest Drawdown Alternatives to EPGIX
EPGIX alternatives from the Gold category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | -18.35% | Nov 2, 2021 | EPGIX vs USG | |
| The Gold Bullion Strategy Fund Investor Class | -19.22% | Apr 19, 2016 | EPGIX vs QGLDX | |
| Sprott Physical Uranium Trust Fund | -21.81% | Jul 19, 2021 | EPGIX vs U-UN.TO | |
| Fidelity Advisor Gold Fund Class Z | -29.85% | Dec 16, 1985 | EPGIX vs FIJDX |
Often Compared With EPGIX
What investors most often compare with EPGIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| EuroPac Gold Fund | Precious Metals | 90 | -1.16% | Jul 18, 2013 | EPGIX vs EPGFX | |
| AngloGold Ashanti Limited | 94 | 16.08% | — | EPGIX vs AU | ||
| SuRo Capital Corp. | 96 | 13.45% | — | EPGIX vs SSSS | ||
| ProFunds Precious Metals UltraSector Fund | Leveraged Equities, Leveraged | 91 | -0.39% | Jun 2, 2002 | EPGIX vs PMPIX | |
| Vanguard Global Capital Cycles Fund | Global Equities | 97 | 4.53% | May 23, 1984 | EPGIX vs VGPMX | |
| SPDR Gold Shares | Gold, Precious Metals | 87 | 8.57% | Nov 18, 2004 | EPGIX vs GLD | |
| ProShares Ultra Silver | Leveraged Commodities, Precious Metals | 77 | -22.96% | Dec 1, 2008 | EPGIX vs AGQ |
Compare EPGIX with Any Fund or Stock
Compare EPGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.