Gabelli Gold Fund (GOLDX) 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 GOLDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GOLDX
GOLDX charges 1.51% annually. There are 17 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 | GOLDX vs USG | |
| Sprott Physical Gold and Silver Trust | 0.48% | — | Jan 2018 | GOLDX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | GOLDX vs FGPMX | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | GOLDX vs FIJDX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | GOLDX vs FGADX |
Best Risk-Adjusted Alternatives to GOLDX
GOLDX has a PortfoliosLab risk / return rank of 23. There are 10 mutual funds in the Gold category with higher risk-adjusted ranks, going as high as 35.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Gold and Precious Metals Fund Class R6 | 35 | — | May 2013 | GOLDX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 35 | — | Apr 2010 | GOLDX vs FGADX | |
| Franklin Gold and Precious Metals Fund | 34 | — | May 1969 | GOLDX vs FKRCX | |
| OCM Gold Atlas | 29 | — | Mar 2010 | GOLDX vs OCMAX | |
| VanEck International Investors Gold Fund | 29 | — | Feb 1956 | GOLDX vs INIVX |
Top Performing GOLDX Alternatives (YTD)
GOLDX is at -4.65% YTD. There are 18 mutual funds in the Gold category with higher YTD returns, going as high as 0.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| VanEck International Investors Gold Fund | 0.65% | — | Feb 1956 | GOLDX vs INIVX | |
| OCM Gold Atlas | 0.32% | — | Mar 2010 | GOLDX vs OCMAX | |
| OCM Gold Fund | 0.07% | — | Feb 1988 | GOLDX vs OCMGX | |
| EuroPac Gold Fund | -1.62% | — | Jul 2013 | GOLDX vs EPGFX | |
| Franklin Gold and Precious Metals Fund Class R6 | -1.71% | — | May 2013 | GOLDX vs FGPMX |
Lowest Volatility Alternatives to GOLDX
GOLDX has 44.68% 1-year volatility. There are 15 mutual funds in the Gold category with lower 1-year volatility, going as low as 24.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 24.33% | — | Nov 2021 | GOLDX vs USG | |
| Sprott Physical Gold and Silver Trust | 39.22% | — | Jan 2018 | GOLDX vs CEF | |
| First Eagle Gold Fund | 39.83% | — | Aug 1993 | GOLDX vs SGGDX | |
| First Eagle Gold Fund Class I | 39.83% | — | Aug 1993 | GOLDX vs FEGIX | |
| First Eagle Gold Fund Class R6 | 39.83% | — | Mar 2017 | GOLDX vs FEURX |
Lowest Drawdown Alternatives to GOLDX
GOLDX has a 1-year max drawdown of -37.54%. There are 21 mutual funds in the Gold category with shallower 1-year drawdowns, going as shallow as -22.96%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | -22.96% | — | Nov 2021 | GOLDX vs USG | |
| Sprott Physical Gold and Silver Trust | -30.21% | — | Jan 2018 | GOLDX vs CEF | |
| EuroPac Gold Fund | -30.77% | — | Jul 2013 | GOLDX vs EPGFX | |
| OCM Gold Atlas | -31.28% | — | Mar 2010 | GOLDX vs OCMAX | |
| OCM Gold Fund | -31.36% | — | Feb 1988 | GOLDX vs OCMGX |
Other Mutual Funds from Gabelli
The 10 most viewed Gabelli mutual funds shown here include GABEX, GABSX, GABAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gabelli Equity Income Fund | Large Cap Blend Equities | 7 | 8.58% | — | Jan 1992 | GOLDX vs GABEX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 42 | 14.76% | — | Oct 1991 | GOLDX vs GABSX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 41 | 9.38% | — | Mar 1986 | GOLDX vs GABAX | |
| Gabelli Utilities Fund | Utilities Equities | 35 | 7.75% | — | Aug 1999 | GOLDX vs GABUX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 12 | 1.64% | — | Apr 1987 | GOLDX vs GABGX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 69 | 12.37% | — | Oct 1993 | GOLDX vs GABTX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 44 | 6.68% | — | Aug 1999 | GOLDX vs GABBX | |
| Gabelli Focused Growth and Income Fund | Mid Cap Blend Equities | 20 | 5.26% | — | Dec 2002 | GOLDX vs GWSAX | |
| Gabelli Global Growth Fund | Global Equities | 14 | 3.13% | — | Feb 1994 | GOLDX vs GICPX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | Event Driven | 71 | 6.55% | — | Feb 2001 | GOLDX vs EMAYX |
Often Compared With GOLDX
Investors most often compare GOLDX with QQQ, FXAIX, BTC-USD. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare GOLDX with Any Fund or Stock
Compare GOLDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GOLDX with funds that move differently
Gabelli Gold Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GOLDX.
Explore GOLDX Diversifiers