The Gold Bullion Strategy Fund Investor Class (QGLDX) 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 QGLDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QGLDX
QGLDX charges 1.00% annually. There are 3 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 | QGLDX vs USG | |
| Sprott Physical Uranium Trust Fund | 0.60% | — | Jul 2021 | QGLDX vs U-UN.TO | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | QGLDX vs FIJDX | |
| EuroPac Gold Fund Class I | 1.12% | — | — | QGLDX vs EPGIX |
Best Risk-Adjusted Alternatives to QGLDX
QGLDX has a PortfoliosLab risk / return rank of 17. There are 2 mutual funds in the Gold category with higher risk-adjusted ranks, going as high as 33.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| EuroPac Gold Fund Class I | 33 | — | — | QGLDX vs EPGIX | |
| Fidelity Advisor Gold Fund Class Z | 24 | — | Dec 1985 | QGLDX vs FIJDX | |
| USCF Gold Strategy Plus Income Fund | 16 | — | Nov 2021 | QGLDX vs USG | |
| Sprott Physical Uranium Trust Fund | 9 | — | Jul 2021 | QGLDX vs U-UN.TO |
Top Performing QGLDX Alternatives (YTD)
QGLDX is at 3.71% YTD. There are 2 mutual funds in the Gold category with higher YTD returns, going as high as 7.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| EuroPac Gold Fund Class I | 7.11% | — | — | QGLDX vs EPGIX | |
| Fidelity Advisor Gold Fund Class Z | 5.41% | — | Dec 1985 | QGLDX vs FIJDX | |
| USCF Gold Strategy Plus Income Fund | 2.39% | — | Nov 2021 | QGLDX vs USG | |
| Sprott Physical Uranium Trust Fund | 1.68% | — | Jul 2021 | QGLDX vs U-UN.TO |
Lowest Volatility Alternatives to QGLDX
QGLDX has 26.60% 1-year volatility. There is 1 mutual fund in the Gold category with lower 1-year volatility, going as low as 23.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 23.21% | — | Nov 2021 | QGLDX vs USG | |
| Sprott Physical Uranium Trust Fund | 34.17% | — | Jul 2021 | QGLDX vs U-UN.TO | |
| EuroPac Gold Fund Class I | 38.71% | — | — | QGLDX vs EPGIX | |
| Fidelity Advisor Gold Fund Class Z | 43.05% | — | Dec 1985 | QGLDX vs FIJDX |
Lowest Drawdown Alternatives to QGLDX
QGLDX has a 1-year max drawdown of -19.22%. There is 1 mutual fund in the Gold category with a shallower 1-year drawdown, going as shallow as -18.35%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | -18.35% | — | Nov 2021 | QGLDX vs USG | |
| Sprott Physical Uranium Trust Fund | -21.81% | — | Jul 2021 | QGLDX vs U-UN.TO | |
| EuroPac Gold Fund Class I | -28.88% | — | — | QGLDX vs EPGIX | |
| Fidelity Advisor Gold Fund Class Z | -29.85% | — | Dec 1985 | QGLDX vs FIJDX |
Often Compared With QGLDX
Investors most often compare QGLDX with SPY, FSAGX. These 2 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 70 | 10.91% | 781.00B | Jan 1993 | QGLDX vs SPY | |
| Fidelity Select Gold Portfolio | Precious Metals | 24 | 5.40% | — | Dec 1985 | QGLDX vs FSAGX |
Compare QGLDX with Any Fund or Stock
Compare QGLDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QGLDX with funds that move differently
The Gold Bullion Strategy Fund Investor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QGLDX.
Explore QGLDX Diversifiers