OCM Gold Fund (OCMGX) Alternatives
OCM Gold Fund (OCMGX) 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 OCMGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to OCMGX
OCMGX charges 2.32% annually. Among mutual funds in the Precious Metals category, these options have the lowest expense ratios among OCMGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | 0.48% | Jan 16, 2018 | OCMGX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | May 1, 2013 | OCMGX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | Apr 30, 2010 | OCMGX vs FGADX | |
| American Century Global Gold Fund | 0.65% | Aug 16, 1988 | OCMGX vs BGEIX | |
| Fidelity Advisor Gold Fund Class I | 0.76% | Dec 12, 2006 | OCMGX vs FGDIX |
Best Risk-Adjusted Alternatives to OCMGX
Among mutual funds in the Precious Metals category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Midas Fund | 95 | Jan 7, 1986 | OCMGX vs MIDSX | |
| OCM Gold Atlas | 94 | Mar 31, 2010 | OCMGX vs OCMAX | |
| Franklin Gold and Precious Metals Fund | 94 | May 18, 1969 | OCMGX vs FKRCX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 94 | Apr 30, 2010 | OCMGX vs FGADX | |
| Franklin Gold and Precious Metals Fund Class R6 | 94 | May 1, 2013 | OCMGX vs FGPMX |
Top Performing OCMGX Alternatives (YTD)
OCMGX alternatives from the Precious Metals category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | 4.19% | Jan 16, 2018 | OCMGX vs CEF | |
| Midas Fund | 3.72% | Jan 7, 1986 | OCMGX vs MIDSX | |
| First Eagle Gold Fund Class R6 | 2.66% | Mar 1, 2017 | OCMGX vs FEURX | |
| First Eagle Gold Fund Class I | 2.63% | Aug 31, 1993 | OCMGX vs FEGIX | |
| First Eagle Gold Fund | 2.57% | Aug 30, 1993 | OCMGX vs SGGDX |
Lowest Volatility Alternatives to OCMGX
OCMGX alternatives from the Precious Metals category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | 37.38% | Jan 16, 2018 | OCMGX vs CEF | |
| EuroPac Gold Fund | 38.55% | Jul 18, 2013 | OCMGX vs EPGFX | |
| First Eagle Gold Fund Class R6 | 38.58% | Mar 1, 2017 | OCMGX vs FEURX | |
| First Eagle Gold Fund | 38.59% | Aug 30, 1993 | OCMGX vs SGGDX | |
| First Eagle Gold Fund Class I | 38.59% | Aug 31, 1993 | OCMGX vs FEGIX |
Lowest Drawdown Alternatives to OCMGX
OCMGX alternatives from the Precious Metals category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| First Eagle Gold Fund Class I | -26.66% | Aug 31, 1993 | OCMGX vs FEGIX | |
| First Eagle Gold Fund Class R6 | -26.66% | Mar 1, 2017 | OCMGX vs FEURX | |
| First Eagle Gold Fund | -26.67% | Aug 30, 1993 | OCMGX vs SGGDX | |
| First Eagle Gold Fund Class C | -26.69% | May 15, 2003 | OCMGX vs FEGOX | |
| Sprott Physical Gold and Silver Trust | -26.77% | Jan 16, 2018 | OCMGX vs CEF |
Often Compared With OCMGX
What investors most often compare with OCMGX, based on PortfoliosLab usage data.
Compare OCMGX with Any Fund or Stock
Compare OCMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.