Invesco Gold & Special Minerals Fund (OPGSX) 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 OPGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OPGSX
OPGSX charges 1.05% annually. There are 9 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 | OPGSX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | OPGSX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | OPGSX vs FGADX | |
| American Century Global Gold Fund | 0.65% | 1.76B | Aug 1988 | OPGSX vs BGEIX | |
| Fidelity Advisor Gold Fund Class I | 0.76% | — | Dec 2006 | OPGSX vs FGDIX |
Best Risk-Adjusted Alternatives to OPGSX
OPGSX has a PortfoliosLab risk / return rank of 28. There are 14 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 | OPGSX vs UNWPX | |
| Franklin Gold and Precious Metals Fund Class R6 | 43 | — | May 2013 | OPGSX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 43 | — | Apr 2010 | OPGSX vs FGADX | |
| Franklin Gold and Precious Metals Fund | 43 | — | May 1969 | OPGSX vs FKRCX | |
| OCM Gold Atlas | 39 | — | Mar 2010 | OPGSX vs OCMAX |
Top Performing OPGSX Alternatives (YTD)
OPGSX is at 3.54% YTD. There are 18 mutual funds in the Precious Metals category with higher YTD returns, going as high as 24.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| U.S. Global Investors World Precious Minerals Fund | 24.11% | — | Nov 1985 | OPGSX vs UNWPX | |
| OCM Gold Atlas | 8.66% | — | Mar 2010 | OPGSX vs OCMAX | |
| OCM Gold Fund | 8.44% | — | Feb 1988 | OPGSX vs OCMGX | |
| VanEck International Investors Gold Fund | 7.71% | — | Feb 1956 | OPGSX vs INIVX | |
| Rydex Precious Metals Fund | 7.46% | — | Nov 1993 | OPGSX vs RYPMX |
Lowest Volatility Alternatives to OPGSX
OPGSX has 43.24% 1-year volatility. There are 18 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 | OPGSX vs CEF | |
| First Eagle Gold Fund Class I | 38.44% | — | Aug 1993 | OPGSX vs FEGIX | |
| First Eagle Gold Fund | 38.45% | — | Aug 1993 | OPGSX vs SGGDX | |
| First Eagle Gold Fund Class C | 38.45% | — | May 2003 | OPGSX vs FEGOX | |
| First Eagle Gold Fund Class R6 | 38.45% | — | Mar 2017 | OPGSX vs FEURX |
Lowest Drawdown Alternatives to OPGSX
OPGSX has a 1-year max drawdown of -29.01%. There are 9 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 | OPGSX vs FEGIX | |
| First Eagle Gold Fund Class R6 | -26.66% | — | Mar 2017 | OPGSX vs FEURX | |
| First Eagle Gold Fund | -26.67% | — | Aug 1993 | OPGSX vs SGGDX | |
| First Eagle Gold Fund Class C | -26.69% | — | May 2003 | OPGSX vs FEGOX | |
| Sprott Physical Gold and Silver Trust | -26.77% | — | Jan 2018 | OPGSX vs CEF |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VVOAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 76 | 21.57% | — | Oct 2020 | OPGSX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 41 | 9.93% | — | — | OPGSX vs VADAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 87 | 23.96% | — | Jun 2001 | OPGSX vs VVOAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | OPGSX vs VAFAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 59 | 9.14% | — | Oct 1968 | OPGSX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 41 | 6.01% | — | Feb 1988 | OPGSX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 31.33% | — | Jun 1999 | OPGSX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 67 | 6.02% | — | Aug 1960 | OPGSX vs ACEIX | |
| Invesco Global Fund | Global Equities | 25 | 9.82% | — | Dec 1969 | OPGSX vs OPPAX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 42 | 10.05% | — | Jul 1997 | OPGSX vs VADDX |
Often Compared With OPGSX
Investors most often compare OPGSX with GLD, FTHNX, GDXJ. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare OPGSX with Any Fund or Stock
Compare OPGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OPGSX with funds that move differently
Invesco Gold & Special Minerals Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OPGSX.
Explore OPGSX Diversifiers