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 23. There are 8 mutual funds in the Gold category with higher risk-adjusted ranks, going as high as 29.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Gold and Precious Metals Fund | 29 | — | May 1969 | SGDIX vs FKRCX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 29 | — | Apr 2010 | SGDIX vs FGADX | |
| Franklin Gold and Precious Metals Fund Class R6 | 28 | — | May 2013 | SGDIX vs FGPMX | |
| VanEck International Investors Gold Fund | 27 | — | Feb 1956 | SGDIX vs INIVX | |
| OCM Gold Fund | 26 | — | Feb 1988 | SGDIX vs OCMGX |
Top Performing SGDIX Alternatives (YTD)
SGDIX is at -10.33% YTD. There are 7 mutual funds in the Gold category with higher YTD returns, going as high as -7.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| OCM Gold Atlas | -7.85% | — | Mar 2010 | SGDIX vs OCMAX | |
| USCF Gold Strategy Plus Income Fund | -7.90% | — | Nov 2021 | SGDIX vs USG | |
| OCM Gold Fund | -8.10% | — | Feb 1988 | SGDIX vs OCMGX | |
| VanEck International Investors Gold Fund | -8.14% | — | Feb 1956 | SGDIX vs INIVX | |
| EuroPac Gold Fund | -9.52% | — | Jul 2013 | SGDIX vs EPGFX |
Lowest Volatility Alternatives to SGDIX
SGDIX has 43.04% 1-year volatility. There are 10 mutual funds in the Gold category with lower 1-year volatility, going as low as 24.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 24.71% | — | Nov 2021 | SGDIX vs USG | |
| Sprott Physical Gold and Silver Trust | 39.89% | — | Jan 2018 | SGDIX vs CEF | |
| First Eagle Gold Fund | 40.35% | — | Aug 1993 | SGDIX vs SGGDX | |
| First Eagle Gold Fund Class I | 40.36% | — | Aug 1993 | SGDIX vs FEGIX | |
| First Eagle Gold Fund Class R6 | 40.36% | — | Mar 2017 | SGDIX vs FEURX |
Lowest Drawdown Alternatives to SGDIX
SGDIX has a 1-year max drawdown of -33.93%. There are 9 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 | -31.24% | — | 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 | -32.97% | — | 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 | 25 | -10.43% | — | Jun 1998 | SGDIX vs SGDLX | |
| Sprott Physical Uranium Trust Fund | Uranium, Commodities | 7 | -4.82% | — | Jul 2021 | SGDIX vs SRUUF |
Often Compared With SGDIX
Investors most often compare SGDIX with GGN, GRHAX, BCX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
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