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 a closer substitute for your current allocation.
Cheapest Alternatives to OCMGX
OCMGX charges 2.32% annually. There are 22 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 | OCMGX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | OCMGX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | OCMGX vs FGADX | |
| American Century Global Gold Fund | 0.65% | 1.76B | Aug 1988 | OCMGX vs BGEIX | |
| Fidelity Select Gold Portfolio | 0.76% | — | Dec 1985 | OCMGX vs FSAGX |
Best Risk-Adjusted Alternatives to OCMGX
OCMGX has a PortfoliosLab risk / return rank of 45. There are 5 mutual funds in the Precious Metals category with higher risk-adjusted ranks, going as high as 73.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| U.S. Global Investors World Precious Minerals Fund | 73 | — | Nov 1985 | OCMGX vs UNWPX | |
| Franklin Gold and Precious Metals Fund Class R6 | 48 | — | May 2013 | OCMGX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 48 | — | Apr 2010 | OCMGX vs FGADX | |
| Franklin Gold and Precious Metals Fund | 47 | — | May 1969 | OCMGX vs FKRCX | |
| OCM Gold Atlas | 46 | — | Mar 2010 | OCMGX vs OCMAX |
Top Performing OCMGX Alternatives (YTD)
OCMGX is at 7.60% YTD. There are 2 mutual funds in the Precious Metals category with higher YTD returns, going as high as 22.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| U.S. Global Investors World Precious Minerals Fund | 22.43% | — | Nov 1985 | OCMGX vs UNWPX | |
| OCM Gold Atlas | 7.79% | — | Mar 2010 | OCMGX vs OCMAX | |
| VanEck International Investors Gold Fund | 6.33% | — | Feb 1956 | OCMGX vs INIVX | |
| Rydex Precious Metals Fund | 6.10% | — | Nov 1993 | OCMGX vs RYPMX | |
| EuroPac Gold Fund | 5.82% | — | Jul 2013 | OCMGX vs EPGFX |
Lowest Volatility Alternatives to OCMGX
OCMGX has 38.82% 1-year volatility. There are 6 mutual funds in the Precious Metals category with lower 1-year volatility, going as low as 37.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | 37.94% | — | Jan 2018 | OCMGX vs CEF | |
| First Eagle Gold Fund Class R6 | 38.51% | — | Mar 2017 | OCMGX vs FEURX | |
| First Eagle Gold Fund | 38.51% | — | Aug 1993 | OCMGX vs SGGDX | |
| First Eagle Gold Fund Class I | 38.51% | — | Aug 1993 | OCMGX vs FEGIX | |
| First Eagle Gold Fund Class C | 38.51% | — | May 2003 | OCMGX vs FEGOX |
Lowest Drawdown Alternatives to OCMGX
OCMGX 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 R6 | -26.66% | — | Mar 2017 | OCMGX vs FEURX | |
| First Eagle Gold Fund Class I | -26.66% | — | Aug 1993 | OCMGX vs FEGIX | |
| First Eagle Gold Fund | -26.67% | — | Aug 1993 | OCMGX vs SGGDX | |
| First Eagle Gold Fund Class C | -26.69% | — | May 2003 | OCMGX vs FEGOX | |
| Sprott Physical Gold and Silver Trust | -26.77% | — | Jan 2018 | OCMGX vs CEF |
Often Compared With OCMGX
Investors most often compare OCMGX with FSELX, GLD, TIBIX. These 11 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 74.49% | — | Jul 1985 | OCMGX vs FSELX | |
| SPDR Gold Shares | Gold, Precious Metals | 34 | 3.95% | 150.37B | Nov 2004 | OCMGX vs GLD | |
| Thornburg Investment Income Builder Fund Class I | Diversified Portfolio | 98 | 17.20% | — | Dec 2002 | OCMGX vs TIBIX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 32 | 2.18% | — | Jul 1983 | OCMGX vs OPGSX | |
| Midas Fund | Precious Metals | 36 | 5.44% | — | Jan 1986 | OCMGX vs MIDSX | |
| U.S. Global Investors Gold & Precious Metals Fund | Precious Metals | 35 | 3.12% | — | Jun 1974 | OCMGX vs USERX | |
| Fidelity Advisor Gold Fund Class I | Precious Metals | 28 | 4.14% | — | Dec 2006 | OCMGX vs FGDIX | |
| Gabelli Gold Fund | Precious Metals | 33 | 1.07% | — | Jul 1994 | OCMGX vs GOLDX | |
| Sprott Gold Equity Fund | Precious Metals | 36 | 2.92% | — | Jun 1998 | OCMGX vs SGDLX | |
| Allspring Precious Metals Fund | Precious Metals | 33 | 1.63% | — | Jan 1998 | OCMGX vs EKWAX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 26 | -0.58% | — | Aug 1984 | OCMGX vs USAGX |
Compare OCMGX with Any Fund or Stock
Compare OCMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OCMGX with funds that move differently
OCM Gold Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OCMGX.
Explore OCMGX Diversifiers