Sprott Gold Equity Fund (SGDLX) Alternatives

Sprott Gold Equity Fund (SGDLX) belongs to the Precious Metals 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 funds that fit a different role in your portfolio.

Cheapest Alternatives to SGDLX

SGDLX charges 1.44% annually. Among mutual funds in the Precious Metals category, these options have the lowest expense ratios among SGDLX alternatives.

Symbol	Name	Expense Ratio	Inception
CEF	Sprott Physical Gold and Silver Trust	0.48%	Jan 16, 2018	SGDLX vs CEF
FGPMX	Franklin Gold and Precious Metals Fund Class R6	0.54%	May 1, 2013	SGDLX vs FGPMX
FGADX	Franklin Gold and Precious Metals Fund Advisor Cla...	0.62%	Apr 30, 2010	SGDLX vs FGADX
BGEIX	American Century Global Gold Fund	0.65%	Aug 16, 1988	SGDLX vs BGEIX
FGDIX	Fidelity Advisor Gold Fund Class I	0.76%	Dec 12, 2006	SGDLX vs FGDIX

Best Risk-Adjusted Alternatives to SGDLX

Among mutual funds in the Precious Metals category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
MIDSX	Midas Fund	95	Jan 7, 1986	SGDLX vs MIDSX
OCMAX	OCM Gold Atlas	94	Mar 31, 2010	SGDLX vs OCMAX
FKRCX	Franklin Gold and Precious Metals Fund	94	May 18, 1969	SGDLX vs FKRCX
OCMGX	OCM Gold Fund	94	Feb 3, 1988	SGDLX vs OCMGX
FGADX	Franklin Gold and Precious Metals Fund Advisor Cla...	94	Apr 30, 2010	SGDLX vs FGADX

Top Performing SGDLX Alternatives (YTD)

SGDLX alternatives from the Precious Metals category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
CEF	Sprott Physical Gold and Silver Trust	4.19%	Jan 16, 2018	SGDLX vs CEF
MIDSX	Midas Fund	3.72%	Jan 7, 1986	SGDLX vs MIDSX
FEURX	First Eagle Gold Fund Class R6	2.66%	Mar 1, 2017	SGDLX vs FEURX
FEGIX	First Eagle Gold Fund Class I	2.63%	Aug 31, 1993	SGDLX vs FEGIX
SGGDX	First Eagle Gold Fund	2.57%	Aug 30, 1993	SGDLX vs SGGDX

Lowest Volatility Alternatives to SGDLX

SGDLX alternatives from the Precious Metals category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
CEF	Sprott Physical Gold and Silver Trust	37.38%	Jan 16, 2018	SGDLX vs CEF
EPGFX	EuroPac Gold Fund	38.55%	Jul 18, 2013	SGDLX vs EPGFX
FEURX	First Eagle Gold Fund Class R6	38.58%	Mar 1, 2017	SGDLX vs FEURX
SGGDX	First Eagle Gold Fund	38.59%	Aug 30, 1993	SGDLX vs SGGDX
FEGIX	First Eagle Gold Fund Class I	38.59%	Aug 31, 1993	SGDLX vs FEGIX

Lowest Drawdown Alternatives to SGDLX

SGDLX alternatives from the Precious Metals category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
FEGIX	First Eagle Gold Fund Class I	-26.66%	Aug 31, 1993	SGDLX vs FEGIX
FEURX	First Eagle Gold Fund Class R6	-26.66%	Mar 1, 2017	SGDLX vs FEURX
SGGDX	First Eagle Gold Fund	-26.67%	Aug 30, 1993	SGDLX vs SGGDX
FEGOX	First Eagle Gold Fund Class C	-26.69%	May 15, 2003	SGDLX vs FEGOX
CEF	Sprott Physical Gold and Silver Trust	-26.77%	Jan 16, 2018	SGDLX vs CEF

Other Mutual Funds from Sprott

Most popular Sprott mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SRUUF	Sprott Physical Uranium Trust Fund	Commodities	59	3.76%	Jul 19, 2021	SGDLX vs SRUUF
SGDIX	Sprott Gold Equity Fund Institutional Class	Commodity Producers Equities	92	-1.23%	Apr 8, 2019	SGDLX vs SGDIX

Often Compared With SGDLX

What investors most often compare with SGDLX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FSAGX	Fidelity Select Gold Portfolio	Precious Metals	90	1.81%	Dec 15, 1985	SGDLX vs FSAGX
GLD	SPDR Gold Shares	Gold, Precious Metals	87	8.57%	Nov 18, 2004	SGDLX vs GLD
IAU	iShares Gold Trust	Gold, Precious Metals	87	8.61%	Jan 21, 2005	SGDLX vs IAU
AUMI	Themes Gold Miners ETF	Precious Metals	91	5.10%	Dec 12, 2023	SGDLX vs AUMI
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	46	-7.07%	May 19, 1997	SGDLX vs SWPPX
GLTR	Aberdeen Standard Physical Precious Metals Basket ...	Precious Metals	85	6.38%	Oct 22, 2010	SGDLX vs GLTR
VT	Vanguard Total World Stock ETF	Global Equities	77	-1.71%	Jun 24, 2008	SGDLX vs VT
SRU-UN.TO	SmartCentres Real Estate Investment Trust		73	4.63%	—	SGDLX vs SRU-UN.TO
SPPP	Sprott Physical Platinum and Palladium Trust	Precious Metals, Commodities	63	-7.78%	Dec 19, 2012	SGDLX vs SPPP
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	SGDLX vs SPY
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	97	4.53%	May 23, 1984	SGDLX vs VGPMX
SGDM	Sprott Gold Miners ETF	Materials	92	8.42%	Jul 15, 2014	SGDLX vs SGDM
USERX	U.S. Global Investors Gold & Precious Metals Fund	Precious Metals	91	-3.65%	Jun 30, 1974	SGDLX vs USERX
GDMN	WisdomTree Efficient Gold Plus Gold Miners Strateg...	Commodities, Gold	91	8.77%	Dec 16, 2021	SGDLX vs GDMN
STX	Seagate Technology plc		99	42.50%	—	SGDLX vs STX
GDX	VanEck Gold Miners ETF	Gold, Precious Metals	92	7.00%	May 16, 2006	SGDLX vs GDX
GDXJ	VanEck Vectors Junior Gold Miners ETF	Materials	92	5.50%	Nov 10, 2009	SGDLX vs GDXJ
SIL	Global X Silver Miners ETF	Precious Metals	94	7.85%	Apr 19, 2010	SGDLX vs SIL
GOAU	US Global GO GOLD and Precious Metal Miners ETF	Materials	83	4.23%	Jun 27, 2017	SGDLX vs GOAU
INIVX	VanEck International Investors Gold Fund	Precious Metals	93	2.42%	Feb 9, 1956	SGDLX vs INIVX

Compare SGDLX with Any Fund or Stock

Compare SGDLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Sprott Gold Equity Fund

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