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 12 mutual funds in the Gold category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GAMCO Global Gold, Natural Resources and Income Tr... | 0.02% | — | Jan 2005 | QGLDX vs GGN | |
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | QGLDX vs USG | |
| Sprott Physical Gold and Silver Trust | 0.48% | — | Jan 2018 | QGLDX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | QGLDX vs FGPMX | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | QGLDX vs FIJDX |
Best Risk-Adjusted Alternatives to QGLDX
QGLDX has a PortfoliosLab risk / return rank of 11. There are 22 mutual funds in the Gold category with higher risk-adjusted ranks, going as high as 35.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Gold and Precious Metals Fund Class R6 | 35 | — | May 2013 | QGLDX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 35 | — | Apr 2010 | QGLDX vs FGADX | |
| Franklin Gold and Precious Metals Fund | 34 | — | May 1969 | QGLDX vs FKRCX | |
| OCM Gold Atlas | 29 | — | Mar 2010 | QGLDX vs OCMAX | |
| VanEck International Investors Gold Fund | 29 | — | Feb 1956 | QGLDX vs INIVX |
Top Performing QGLDX Alternatives (YTD)
QGLDX is at -3.09% YTD. There are 16 mutual funds in the Gold category with higher YTD returns, going as high as 0.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| VanEck International Investors Gold Fund | 0.65% | — | Feb 1956 | QGLDX vs INIVX | |
| OCM Gold Atlas | 0.32% | — | Mar 2010 | QGLDX vs OCMAX | |
| OCM Gold Fund | 0.07% | — | Feb 1988 | QGLDX vs OCMGX | |
| EuroPac Gold Fund Class I | -1.55% | — | — | QGLDX vs EPGIX | |
| EuroPac Gold Fund | -1.62% | — | Jul 2013 | QGLDX vs EPGFX |
Lowest Volatility Alternatives to QGLDX
QGLDX has 27.52% 1-year volatility. There are 2 mutual funds in the Gold category with lower 1-year volatility, going as low as 23.69%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GAMCO Global Gold, Natural Resources and Income Tr... | 23.69% | — | Jan 2005 | QGLDX vs GGN | |
| USCF Gold Strategy Plus Income Fund | 24.33% | — | Nov 2021 | QGLDX vs USG | |
| Sprott Physical Gold and Silver Trust | 39.22% | — | Jan 2018 | QGLDX vs CEF | |
| First Eagle Gold Fund | 39.83% | — | Aug 1993 | QGLDX vs SGGDX | |
| First Eagle Gold Fund Class I | 39.83% | — | Aug 1993 | QGLDX vs FEGIX |
Lowest Drawdown Alternatives to QGLDX
QGLDX has a 1-year max drawdown of -24.65%. There are 2 mutual funds in the Gold category with shallower 1-year drawdowns, going as shallow as -16.80%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GAMCO Global Gold, Natural Resources and Income Tr... | -16.80% | — | Jan 2005 | QGLDX vs GGN | |
| USCF Gold Strategy Plus Income Fund | -22.96% | — | Nov 2021 | QGLDX vs USG | |
| Sprott Physical Gold and Silver Trust | -30.21% | — | Jan 2018 | QGLDX vs CEF | |
| EuroPac Gold Fund Class I | -30.75% | — | — | QGLDX vs EPGIX | |
| EuroPac Gold Fund | -30.77% | — | Jul 2013 | QGLDX vs EPGFX |
Often Compared With QGLDX
Investors most often compare QGLDX with SPY, U-UN.TO, FSAGX. These 5 comparison targets span 5 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 | 59 | 8.15% | 765.27B | Jan 1993 | QGLDX vs SPY | |
| Sprott Physical Uranium Trust Fund | Uranium, Commodities | 4 | -1.45% | — | Jul 2021 | QGLDX vs U-UN.TO | |
| Fidelity Select Gold Portfolio | Gold, Precious Metals | 18 | -2.07% | — | Dec 1985 | QGLDX vs FSAGX | |
| Gabelli Gold Fund | Gold, Precious Metals | 23 | -4.65% | — | Jul 1994 | QGLDX vs GOLDX | |
| First Eagle Gold Fund Class C | Gold, Precious Metals | 19 | -3.45% | — | May 2003 | QGLDX vs FEGOX |
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