Sprott Gold Equity Fund (SGDLX) 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 SGDLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGDLX
SGDLX charges 1.44% annually. There are 16 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 | SGDLX vs USG | |
| Sprott Physical Gold and Silver Trust | 0.48% | — | Jan 2018 | SGDLX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | SGDLX vs FGPMX | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | SGDLX vs FIJDX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | SGDLX vs FGADX |
Best Risk-Adjusted Alternatives to SGDLX
SGDLX has a PortfoliosLab risk / return rank of 30. There are 7 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 | SGDLX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 35 | — | Apr 2010 | SGDLX vs FGADX | |
| Franklin Gold and Precious Metals Fund | 34 | — | May 1969 | SGDLX vs FKRCX | |
| OCM Gold Atlas | 32 | — | Mar 2010 | SGDLX vs OCMAX | |
| VanEck International Investors Gold Fund | 32 | — | Feb 1956 | SGDLX vs INIVX |
Top Performing SGDLX Alternatives (YTD)
SGDLX is at -8.16% YTD. There are 6 mutual funds in the Gold category with higher YTD returns, going as high as -5.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| OCM Gold Atlas | -5.19% | — | Mar 2010 | SGDLX vs OCMAX | |
| OCM Gold Fund | -5.41% | — | Feb 1988 | SGDLX vs OCMGX | |
| VanEck International Investors Gold Fund | -5.56% | — | Feb 1956 | SGDLX vs INIVX | |
| USCF Gold Strategy Plus Income Fund | -7.36% | — | Nov 2021 | SGDLX vs USG | |
| EuroPac Gold Fund | -7.80% | — | Jul 2013 | SGDLX vs EPGFX |
Lowest Volatility Alternatives to SGDLX
SGDLX has 42.90% 1-year volatility. There are 9 mutual funds in the Gold category with lower 1-year volatility, going as low as 24.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 24.67% | — | Nov 2021 | SGDLX vs USG | |
| Sprott Physical Gold and Silver Trust | 39.86% | — | Jan 2018 | SGDLX vs CEF | |
| First Eagle Gold Fund Class I | 40.25% | — | Aug 1993 | SGDLX vs FEGIX | |
| First Eagle Gold Fund Class R6 | 40.25% | — | Mar 2017 | SGDLX vs FEURX | |
| First Eagle Gold Fund Class C | 40.25% | — | May 2003 | SGDLX vs FEGOX |
Lowest Drawdown Alternatives to SGDLX
SGDLX has a 1-year max drawdown of -33.98%. There are 11 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 | SGDLX vs USG | |
| EuroPac Gold Fund | -31.16% | — | Jul 2013 | SGDLX vs EPGFX | |
| OCM Gold Atlas | -31.28% | — | Mar 2010 | SGDLX vs OCMAX | |
| OCM Gold Fund | -31.36% | — | Feb 1988 | SGDLX vs OCMGX | |
| First Eagle Gold Fund Class R6 | -32.62% | — | Mar 2017 | SGDLX vs FEURX |
Other Mutual Funds from Sprott
The 2 most viewed Sprott mutual funds shown here include SRUUF, SGDIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sprott Physical Uranium Trust Fund | Uranium, Commodities | 7 | -4.87% | — | Jul 2021 | SGDLX vs SRUUF | |
| Sprott Gold Equity Fund Institutional Class | Gold, Precious Metals | 31 | -8.07% | — | Apr 2019 | SGDLX vs SGDIX |
Often Compared With SGDLX
Investors most often compare SGDLX with FSAGX, GLD, AUMI. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare SGDLX with Any Fund or Stock
Compare SGDLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGDLX with funds that move differently
Sprott Gold Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGDLX.
Explore SGDLX Diversifiers