OCM Gold Atlas (OCMAX) 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 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 19 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 | OCMAX vs USG | |
| 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 | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | OCMAX vs FIJDX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | OCMAX vs FGADX |
Best Risk-Adjusted Alternatives to OCMAX
OCMAX has a PortfoliosLab risk / return rank of 32. There are 3 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 | OCMAX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 35 | — | Apr 2010 | OCMAX vs FGADX | |
| Franklin Gold and Precious Metals Fund | 34 | — | May 1969 | OCMAX vs FKRCX | |
| VanEck International Investors Gold Fund | 32 | — | Feb 1956 | OCMAX vs INIVX | |
| OCM Gold Fund | 32 | — | Feb 1988 | OCMAX vs OCMGX |
Top Performing OCMAX Alternatives (YTD)
OCMAX is at -5.19% YTD. No mutual funds in the Gold category have higher YTD returns; the top-performing alternatives shown here go as high as -5.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| OCM Gold Fund | -5.41% | — | Feb 1988 | OCMAX vs OCMGX | |
| VanEck International Investors Gold Fund | -5.56% | — | Feb 1956 | OCMAX vs INIVX | |
| USCF Gold Strategy Plus Income Fund | -7.36% | — | Nov 2021 | OCMAX vs USG | |
| EuroPac Gold Fund | -7.80% | — | Jul 2013 | OCMAX vs EPGFX | |
| Sprott Gold Equity Fund Institutional Class | -8.07% | — | Apr 2019 | OCMAX vs SGDIX |
Lowest Volatility Alternatives to OCMAX
OCMAX has 41.60% 1-year volatility. There are 8 mutual funds in the Gold category with lower 1-year volatility, going as low as 24.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 24.67% | — | Nov 2021 | OCMAX vs USG | |
| Sprott Physical Gold and Silver Trust | 39.86% | — | Jan 2018 | OCMAX vs CEF | |
| First Eagle Gold Fund Class I | 40.25% | — | Aug 1993 | OCMAX vs FEGIX | |
| First Eagle Gold Fund Class R6 | 40.25% | — | Mar 2017 | OCMAX vs FEURX | |
| First Eagle Gold Fund Class C | 40.25% | — | May 2003 | OCMAX vs FEGOX |
Lowest Drawdown Alternatives to OCMAX
OCMAX has a 1-year max drawdown of -31.28%. There are 2 mutual funds in the Gold category with shallower 1-year drawdowns, going as shallow as -24.86%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | -24.86% | — | Nov 2021 | OCMAX vs USG | |
| EuroPac Gold Fund | -31.16% | — | Jul 2013 | OCMAX vs EPGFX | |
| OCM Gold Fund | -31.36% | — | Feb 1988 | OCMAX vs OCMGX | |
| First Eagle Gold Fund Class R6 | -32.62% | — | Mar 2017 | OCMAX vs FEURX | |
| First Eagle Gold Fund Class I | -32.64% | — | Aug 1993 | OCMAX vs FEGIX |
Often Compared With OCMAX
Investors most often compare OCMAX with MIDSX, FSAGX, FSELX. These 17 comparison targets span 5 categories, based on PortfoliosLab usage data.
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