OCM Gold Fund (OCMGX) 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 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 21 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% | 8.86M | Nov 2021 | OCMGX vs USG | |
| 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 | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | OCMGX vs FIJDX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | OCMGX vs FGADX |
Best Risk-Adjusted Alternatives to OCMGX
OCMGX has a PortfoliosLab risk / return rank of 45. There are 4 mutual funds in the Gold category with higher risk-adjusted ranks, going as high as 48.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Gold and Precious Metals Fund | 48 | — | May 1969 | OCMGX vs FKRCX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 47 | — | Apr 2010 | OCMGX vs FGADX | |
| Franklin Gold and Precious Metals Fund Class R6 | 46 | — | May 2013 | OCMGX vs FGPMX | |
| VanEck International Investors Gold Fund | 46 | — | Feb 1956 | OCMGX vs INIVX | |
| OCM Gold Fund - Atlas Class | 43 | — | Mar 2010 | OCMGX vs OCMAX |
Top Performing OCMGX Alternatives (YTD)
OCMGX is at -5.08% YTD. There are 2 mutual funds in the Gold category with higher YTD returns, going as high as -4.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| VanEck International Investors Gold Fund | -4.64% | — | Feb 1956 | OCMGX vs INIVX | |
| OCM Gold Fund - Atlas Class | -4.81% | — | Mar 2010 | OCMGX vs OCMAX | |
| USCF Gold Strategy Plus Income Fund | -6.39% | 8.86M | Nov 2021 | OCMGX vs USG | |
| EuroPac Gold Fund | -6.94% | — | Jul 2013 | OCMGX vs EPGFX | |
| Fidelity Advisor Gold Fund Class Z | -6.98% | — | Dec 1985 | OCMGX vs FIJDX |
Lowest Volatility Alternatives to OCMGX
OCMGX has 42.19% 1-year volatility. There are 7 mutual funds in the Gold category with lower 1-year volatility, going as low as 24.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 24.85% | 8.86M | Nov 2021 | OCMGX vs USG | |
| Sprott Physical Gold and Silver Trust | 40.14% | — | Jan 2018 | OCMGX vs CEF | |
| First Eagle Gold Fund Class R6 | 40.64% | — | Mar 2017 | OCMGX vs FEURX | |
| First Eagle Gold Fund Class C | 40.64% | — | May 2003 | OCMGX vs FEGOX | |
| First Eagle Gold Fund Class I | 40.64% | — | Aug 1993 | OCMGX vs FEGIX |
Lowest Drawdown Alternatives to OCMGX
OCMGX has a 1-year max drawdown of -32.56%. 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% | 8.86M | Nov 2021 | OCMGX vs USG | |
| OCM Gold Fund - Atlas Class | -32.45% | — | Mar 2010 | OCMGX vs OCMAX | |
| EuroPac Gold Fund | -33.63% | — | Jul 2013 | OCMGX vs EPGFX | |
| Sprott Physical Gold and Silver Trust | -34.12% | — | Jan 2018 | OCMGX vs CEF | |
| First Eagle Gold Fund Class R6 | -34.49% | — | Mar 2017 | OCMGX vs FEURX |
Often Compared With OCMGX
Investors most often compare OCMGX with FSELX, GLD, TIBIX. These 20 comparison targets span 6 categories, 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.
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