OCM Gold Atlas (OCMAX) 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 OCMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OCMAX
OCMAX charges 1.88% annually. There are 20 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 | OCMAX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | OCMAX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | OCMAX vs FGADX | |
| American Century Global Gold Fund | 0.65% | 1.76B | Aug 1988 | OCMAX vs BGEIX | |
| Fidelity Select Gold Portfolio | 0.76% | — | Dec 1985 | OCMAX vs FSAGX |
Best Risk-Adjusted Alternatives to OCMAX
OCMAX has a PortfoliosLab risk / return rank of 39. There are 4 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 | OCMAX vs UNWPX | |
| Franklin Gold and Precious Metals Fund Class R6 | 43 | — | May 2013 | OCMAX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 43 | — | Apr 2010 | OCMAX vs FGADX | |
| Franklin Gold and Precious Metals Fund | 43 | — | May 1969 | OCMAX vs FKRCX | |
| OCM Gold Fund | 39 | — | Feb 1988 | OCMAX vs OCMGX |
Top Performing OCMAX Alternatives (YTD)
OCMAX is at 8.66% YTD. There is 1 mutual fund in the Precious Metals category with a higher YTD return, going as high as 24.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| U.S. Global Investors World Precious Minerals Fund | 24.11% | — | Nov 1985 | OCMAX vs UNWPX | |
| OCM Gold Fund | 8.44% | — | Feb 1988 | OCMAX vs OCMGX | |
| VanEck International Investors Gold Fund | 7.71% | — | Feb 1956 | OCMAX vs INIVX | |
| Rydex Precious Metals Fund | 7.46% | — | Nov 1993 | OCMAX vs RYPMX | |
| EuroPac Gold Fund | 7.04% | — | Jul 2013 | OCMAX vs EPGFX |
Lowest Volatility Alternatives to OCMAX
OCMAX has 38.75% 1-year volatility. There are 7 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 | OCMAX vs CEF | |
| First Eagle Gold Fund Class I | 38.44% | — | Aug 1993 | OCMAX vs FEGIX | |
| First Eagle Gold Fund | 38.45% | — | Aug 1993 | OCMAX vs SGGDX | |
| First Eagle Gold Fund Class C | 38.45% | — | May 2003 | OCMAX vs FEGOX | |
| First Eagle Gold Fund Class R6 | 38.45% | — | Mar 2017 | OCMAX vs FEURX |
Lowest Drawdown Alternatives to OCMAX
OCMAX has a 1-year max drawdown of -27.33%. There are 5 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 | OCMAX vs FEGIX | |
| First Eagle Gold Fund Class R6 | -26.66% | — | Mar 2017 | OCMAX vs FEURX | |
| First Eagle Gold Fund | -26.67% | — | Aug 1993 | OCMAX vs SGGDX | |
| First Eagle Gold Fund Class C | -26.69% | — | May 2003 | OCMAX vs FEGOX | |
| Sprott Physical Gold and Silver Trust | -26.77% | — | Jan 2018 | OCMAX vs CEF |
Often Compared With OCMAX
Investors most often compare OCMAX with MIDSX, FSELX, OPGSX. These 9 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Midas Fund | Precious Metals | 31 | 5.73% | — | Jan 1986 | OCMAX vs MIDSX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | OCMAX vs FSELX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 28 | 3.54% | — | Jul 1983 | OCMAX vs OPGSX | |
| Allspring Precious Metals Fund | Precious Metals | 28 | 2.44% | — | Jan 1998 | OCMAX vs EKWAX | |
| Fidelity Advisor Gold Fund Class I | Precious Metals | 24 | 5.38% | — | Dec 2006 | OCMAX vs FGDIX | |
| Gabelli Gold Fund | Precious Metals | 30 | 2.61% | — | Jul 1994 | OCMAX vs GOLDX | |
| Sprott Gold Equity Fund | Precious Metals | 32 | 3.90% | — | Jun 1998 | OCMAX vs SGDLX | |
| U.S. Global Investors Gold & Precious Metals Fund | Precious Metals | 32 | 4.58% | — | Jun 1974 | OCMAX vs USERX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 23 | 0.85% | — | Aug 1984 | OCMAX vs USAGX |
Compare OCMAX with Any Fund or Stock
Compare OCMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OCMAX with funds that move differently
OCM Gold Atlas alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OCMAX.
Explore OCMAX Diversifiers