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 14 mutual funds in the Gold category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GAMCO Global Gold, Natural Resources and Income Tr... | 0.02% | — | Jan 2005 | EPGIX vs GGN | |
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | EPGIX vs USG | |
| Sprott Physical Gold and Silver Trust | 0.48% | — | Jan 2018 | EPGIX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | EPGIX vs FGPMX | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | EPGIX vs FIJDX |
Best Risk-Adjusted Alternatives to EPGIX
EPGIX has a PortfoliosLab risk / return rank of 21. There are 9 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 | EPGIX vs FGADX | |
| Franklin Gold and Precious Metals Fund Class R6 | 29 | — | May 2013 | EPGIX vs FGPMX | |
| Franklin Gold and Precious Metals Fund | 28 | — | May 1969 | EPGIX vs FKRCX | |
| OCM Gold Atlas | 26 | — | Mar 2010 | EPGIX vs OCMAX | |
| VanEck International Investors Gold Fund | 26 | — | Feb 1956 | EPGIX vs INIVX |
Top Performing EPGIX Alternatives (YTD)
EPGIX is at -9.21% YTD. There are 6 mutual funds in the Gold category with higher YTD returns, going as high as -3.80%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GAMCO Global Gold, Natural Resources and Income Tr... | -3.80% | — | Jan 2005 | EPGIX vs GGN | |
| USCF Gold Strategy Plus Income Fund | -7.23% | — | Nov 2021 | EPGIX vs USG | |
| The Gold Bullion Strategy Fund Investor Class | -7.86% | — | Apr 2016 | EPGIX vs QGLDX | |
| VanEck International Investors Gold Fund | -7.87% | — | Feb 1956 | EPGIX vs INIVX | |
| OCM Gold Atlas | -8.20% | — | Mar 2010 | EPGIX vs OCMAX |
Lowest Volatility Alternatives to EPGIX
EPGIX has 40.66% 1-year volatility. There are 9 mutual funds in the Gold category with lower 1-year volatility, going as low as 23.62%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GAMCO Global Gold, Natural Resources and Income Tr... | 23.62% | — | Jan 2005 | EPGIX vs GGN | |
| USCF Gold Strategy Plus Income Fund | 24.51% | — | Nov 2021 | EPGIX vs USG | |
| The Gold Bullion Strategy Fund Investor Class | 27.72% | — | Apr 2016 | EPGIX vs QGLDX | |
| Sprott Physical Gold and Silver Trust | 39.52% | — | Jan 2018 | EPGIX vs CEF | |
| First Eagle Gold Fund Class C | 40.12% | — | May 2003 | EPGIX vs FEGOX |
Lowest Drawdown Alternatives to EPGIX
EPGIX has a 1-year max drawdown of -30.79%. There are 3 mutual funds in the Gold category with shallower 1-year drawdowns, going as shallow as -16.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GAMCO Global Gold, Natural Resources and Income Tr... | -16.94% | — | Jan 2005 | EPGIX vs GGN | |
| USCF Gold Strategy Plus Income Fund | -24.86% | — | Nov 2021 | EPGIX vs USG | |
| The Gold Bullion Strategy Fund Investor Class | -26.23% | — | Apr 2016 | EPGIX vs QGLDX | |
| EuroPac Gold Fund | -30.85% | — | Jul 2013 | EPGIX vs EPGFX | |
| OCM Gold Atlas | -31.28% | — | Mar 2010 | EPGIX vs OCMAX |
Often Compared With EPGIX
Investors most often compare EPGIX with SSSS, VGPMX, PMPIX. These 14 comparison targets span 8 categories, based on PortfoliosLab usage data.
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