Midas Fund (MIDSX) belongs to the Precious Metals category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MIDSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MIDSX
MIDSX charges 4.25% annually. There are 26 mutual funds in the Precious Metals 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 | MIDSX vs USG | |
| Sprott Physical Gold and Silver Trust | 0.48% | — | Jan 2018 | MIDSX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | MIDSX vs FGPMX | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | MIDSX vs FIJDX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | MIDSX vs FGADX |
Best Risk-Adjusted Alternatives to MIDSX
MIDSX has a PortfoliosLab risk / return rank of 25. There are 9 mutual funds in the Precious Metals category with higher risk-adjusted ranks, going as high as 46.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| U.S. Global Investors World Precious Minerals Fund | 46 | — | Nov 1985 | MIDSX vs UNWPX | |
| Franklin Gold and Precious Metals Fund Class R6 | 35 | — | May 2013 | MIDSX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 35 | — | Apr 2010 | MIDSX vs FGADX | |
| Franklin Gold and Precious Metals Fund | 34 | — | May 1969 | MIDSX vs FKRCX | |
| OCM Gold Atlas | 29 | — | Mar 2010 | MIDSX vs OCMAX |
Top Performing MIDSX Alternatives (YTD)
MIDSX is at -0.86% YTD. There are 4 mutual funds in the Precious Metals category with higher YTD returns, going as high as 7.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| U.S. Global Investors World Precious Minerals Fund | 7.34% | — | Nov 1985 | MIDSX vs UNWPX | |
| VanEck International Investors Gold Fund | 0.65% | — | Feb 1956 | MIDSX vs INIVX | |
| OCM Gold Atlas | 0.32% | — | Mar 2010 | MIDSX vs OCMAX | |
| OCM Gold Fund | 0.07% | — | Feb 1988 | MIDSX vs OCMGX | |
| Rydex Precious Metals Fund | -1.56% | — | Nov 1993 | MIDSX vs RYPMX |
Lowest Volatility Alternatives to MIDSX
MIDSX has 46.22% 1-year volatility. There are 23 mutual funds in the Precious Metals 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 | MIDSX vs USG | |
| Sprott Physical Gold and Silver Trust | 39.22% | — | Jan 2018 | MIDSX vs CEF | |
| First Eagle Gold Fund | 39.83% | — | Aug 1993 | MIDSX vs SGGDX | |
| First Eagle Gold Fund Class R6 | 39.83% | — | Mar 2017 | MIDSX vs FEURX | |
| First Eagle Gold Fund Class C | 39.83% | — | May 2003 | MIDSX vs FEGOX |
Lowest Drawdown Alternatives to MIDSX
MIDSX has a 1-year max drawdown of -37.99%. There are 26 mutual funds in the Precious Metals 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 | MIDSX vs USG | |
| U.S. Global Investors World Precious Minerals Fund | -29.02% | — | Nov 1985 | MIDSX vs UNWPX | |
| Sprott Physical Gold and Silver Trust | -30.21% | — | Jan 2018 | MIDSX vs CEF | |
| EuroPac Gold Fund | -30.77% | — | Jul 2013 | MIDSX vs EPGFX | |
| OCM Gold Atlas | -31.28% | — | Mar 2010 | MIDSX vs OCMAX |
Other Mutual Funds from Midas
The 1 most viewed Midas mutual funds shown here include MISEX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Midas Magic | Large Cap Blend Equities | 78 | 13.65% | — | Mar 1986 | MIDSX vs MISEX |
Often Compared With MIDSX
Investors most often compare MIDSX with RING, FSAGX, QQQ. These 12 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MIDSX with Any Fund or Stock
Compare MIDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MIDSX with funds that move differently
Midas Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MIDSX.
Explore MIDSX Diversifiers