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 23 mutual funds in the Precious Metals category with lower expense ratios, going as low as 0.48%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | MIDSX vs FGADX | |
| American Century Global Gold Fund | 0.65% | 1.76B | Aug 1988 | MIDSX vs BGEIX | |
| Fidelity Select Gold Portfolio | 0.76% | — | Dec 1985 | MIDSX vs FSAGX |
Best Risk-Adjusted Alternatives to MIDSX
MIDSX has a PortfoliosLab risk / return rank of 31. There are 11 mutual funds in the Precious Metals category with higher risk-adjusted ranks, going as high as 71.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| U.S. Global Investors World Precious Minerals Fund | 71 | — | Nov 1985 | MIDSX vs UNWPX | |
| Franklin Gold and Precious Metals Fund Class R6 | 43 | — | May 2013 | MIDSX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 43 | — | Apr 2010 | MIDSX vs FGADX | |
| Franklin Gold and Precious Metals Fund | 43 | — | May 1969 | MIDSX vs FKRCX | |
| OCM Gold Atlas | 39 | — | Mar 2010 | MIDSX vs OCMAX |
Top Performing MIDSX Alternatives (YTD)
MIDSX is at 5.73% YTD. There are 9 mutual funds in the Precious Metals category with higher YTD returns, going as high as 24.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| U.S. Global Investors World Precious Minerals Fund | 24.11% | — | Nov 1985 | MIDSX vs UNWPX | |
| OCM Gold Atlas | 8.66% | — | Mar 2010 | MIDSX vs OCMAX | |
| OCM Gold Fund | 8.44% | — | Feb 1988 | MIDSX vs OCMGX | |
| VanEck International Investors Gold Fund | 7.71% | — | Feb 1956 | MIDSX vs INIVX | |
| Rydex Precious Metals Fund | 7.46% | — | Nov 1993 | MIDSX vs RYPMX |
Lowest Volatility Alternatives to MIDSX
MIDSX has 43.87% 1-year volatility. There are 20 mutual funds in the Precious Metals category with lower 1-year volatility, going as low as 37.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | 37.84% | — | Jan 2018 | MIDSX vs CEF | |
| First Eagle Gold Fund Class I | 38.44% | — | Aug 1993 | MIDSX vs FEGIX | |
| First Eagle Gold Fund | 38.45% | — | Aug 1993 | MIDSX vs SGGDX | |
| First Eagle Gold Fund Class C | 38.45% | — | May 2003 | MIDSX vs FEGOX | |
| First Eagle Gold Fund Class R6 | 38.45% | — | Mar 2017 | MIDSX vs FEURX |
Lowest Drawdown Alternatives to MIDSX
MIDSX has a 1-year max drawdown of -30.18%. There are 16 mutual funds in the Precious Metals category with shallower 1-year drawdowns, going as shallow as -26.66%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Eagle Gold Fund Class I | -26.66% | — | Aug 1993 | MIDSX vs FEGIX | |
| First Eagle Gold Fund Class R6 | -26.66% | — | Mar 2017 | MIDSX vs FEURX | |
| First Eagle Gold Fund | -26.67% | — | Aug 1993 | MIDSX vs SGGDX | |
| First Eagle Gold Fund Class C | -26.69% | — | May 2003 | MIDSX vs FEGOX | |
| Sprott Physical Gold and Silver Trust | -26.77% | — | Jan 2018 | MIDSX vs CEF |
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 | 57 | 10.91% | — | Mar 1986 | MIDSX vs MISEX |
Often Compared With MIDSX
Investors most often compare MIDSX with RING, QQQ, SGDLX. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares MSCI Global Gold Miners ETF | Gold, Precious Metals | 39 | 0.30% | 2.79B | Jan 2012 | MIDSX vs RING | |
| Invesco QQQ ETF | Nasdaq-100 | 73 | 21.30% | 493.99B | Mar 1999 | MIDSX vs QQQ | |
| Sprott Gold Equity Fund | Precious Metals | 32 | 3.90% | — | Jun 1998 | MIDSX vs SGDLX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 28 | 3.54% | — | Jul 1983 | MIDSX vs OPGSX | |
| Fidelity Advisor Gold Fund Class I | Precious Metals | 24 | 5.38% | — | Dec 2006 | MIDSX vs FGDIX | |
| U.S. Global Investors Gold & Precious Metals Fund | Precious Metals | 32 | 4.58% | — | Jun 1974 | MIDSX vs USERX | |
| EuroPac Gold Fund | Precious Metals | 33 | 7.04% | — | Jul 2013 | MIDSX vs EPGFX | |
| Gabelli Gold Fund | Precious Metals | 30 | 2.61% | — | Jul 1994 | MIDSX vs GOLDX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 23 | 0.85% | — | Aug 1984 | MIDSX vs USAGX | |
| Allspring Precious Metals Fund | Precious Metals | 28 | 2.44% | — | Jan 1998 | MIDSX vs EKWAX |
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