Sprott Gold Equity Fund Institutional Class (SGDIX) 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 SGDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGDIX
SGDIX charges 1.17% annually. There are 12 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 | SGDIX vs USG | |
| Sprott Physical Gold and Silver Trust | 0.48% | — | Jan 2018 | SGDIX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | SGDIX vs FGPMX | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | SGDIX vs FIJDX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | SGDIX vs FGADX |
Best Risk-Adjusted Alternatives to SGDIX
SGDIX has a PortfoliosLab risk / return rank of 25. There are 4 mutual funds in the Gold category with higher risk-adjusted ranks, going as high as 30.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Gold and Precious Metals Fund Class R6 | 30 | — | May 2013 | SGDIX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 30 | — | Apr 2010 | SGDIX vs FGADX | |
| Franklin Gold and Precious Metals Fund | 28 | — | May 1969 | SGDIX vs FKRCX | |
| OCM Gold Atlas | 26 | — | Mar 2010 | SGDIX vs OCMAX | |
| VanEck International Investors Gold Fund | 25 | — | Feb 1956 | SGDIX vs INIVX |
Top Performing SGDIX Alternatives (YTD)
SGDIX is at -6.92% YTD. There are 13 mutual funds in the Gold category with higher YTD returns, going as high as -3.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| VanEck International Investors Gold Fund | -3.91% | — | Feb 1956 | SGDIX vs INIVX | |
| OCM Gold Atlas | -4.23% | — | Mar 2010 | SGDIX vs OCMAX | |
| OCM Gold Fund | -4.44% | — | Feb 1988 | SGDIX vs OCMGX | |
| EuroPac Gold Fund | -5.57% | — | Jul 2013 | SGDIX vs EPGFX | |
| First Eagle Gold Fund Class R6 | -6.47% | — | Mar 2017 | SGDIX vs FEURX |
Lowest Volatility Alternatives to SGDIX
SGDIX has 42.44% 1-year volatility. There are 9 mutual funds in the Gold category with lower 1-year volatility, going as low as 24.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 24.54% | — | Nov 2021 | SGDIX vs USG | |
| Sprott Physical Gold and Silver Trust | 39.53% | — | Jan 2018 | SGDIX vs CEF | |
| First Eagle Gold Fund Class I | 39.93% | — | Aug 1993 | SGDIX vs FEGIX | |
| First Eagle Gold Fund | 39.93% | — | Aug 1993 | SGDIX vs SGGDX | |
| First Eagle Gold Fund Class C | 39.93% | — | May 2003 | SGDIX vs FEGOX |
Lowest Drawdown Alternatives to SGDIX
SGDIX has a 1-year max drawdown of -33.93%. There are 10 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% | — | Nov 2021 | SGDIX vs USG | |
| EuroPac Gold Fund | -30.77% | — | Jul 2013 | SGDIX vs EPGFX | |
| OCM Gold Atlas | -31.28% | — | Mar 2010 | SGDIX vs OCMAX | |
| OCM Gold Fund | -31.36% | — | Feb 1988 | SGDIX vs OCMGX | |
| First Eagle Gold Fund Class R6 | -32.34% | — | Mar 2017 | SGDIX vs FEURX |
Other Mutual Funds from Sprott
The 2 most viewed Sprott mutual funds shown here include SGDLX, SRUUF and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sprott Gold Equity Fund | Gold, Precious Metals | 22 | -7.00% | — | Jun 1998 | SGDIX vs SGDLX | |
| Sprott Physical Uranium Trust Fund | Uranium, Commodities | 4 | -6.21% | — | Jul 2021 | SGDIX vs SRUUF |
Often Compared With SGDIX
Investors most often compare SGDIX with GGN, GRHAX, BCX. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GAMCO Global Gold, Natural Resources and Income Tr... | Gold, Natural Resources, Precious Metals | 11 | -4.80% | — | Jan 2005 | SGDIX vs GGN | |
| Goehring & Rozencwajg Resources Fund Retail Class | Natural Resources | 36 | 4.81% | — | Dec 2016 | SGDIX vs GRHAX | |
| Blackrock Resources & Commodities Strategy Trust | Natural Resources | 21 | 1.95% | — | Mar 2011 | SGDIX vs BCX | |
| PGIM Jennison Natural Resources R6 | Natural Resources | 70 | 14.91% | — | Dec 2010 | SGDIX vs PJNQX | |
| Fidelity Advisor Gold Fund Class I | Gold, Precious Metals | 15 | -6.74% | — | Dec 2006 | SGDIX vs FGDIX | |
| The Gold Bullion Strategy Fund Investor Class | Gold, Precious Metals | 10 | -5.01% | — | Apr 2016 | SGDIX vs QGLDX | |
| Fidelity Select Gold Portfolio | Gold, Precious Metals | 14 | -6.72% | — | Dec 1985 | SGDIX vs FSAGX | |
| Gabelli Gold Fund | Gold, Precious Metals | 19 | -9.28% | — | Jul 1994 | SGDIX vs GOLDX |
Compare SGDIX with Any Fund or Stock
Compare SGDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGDIX with funds that move differently
Sprott Gold Equity Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGDIX.
Explore SGDIX Diversifiers