First Eagle Gold Fund (SGGDX) 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 SGGDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGGDX
SGGDX charges 1.19% annually. There are 13 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% | 8.86M | Nov 2021 | SGGDX vs USG | |
| Sprott Physical Gold and Silver Trust | 0.48% | — | Jan 2018 | SGGDX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | SGGDX vs FGPMX | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | SGGDX vs FIJDX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | SGGDX vs FGADX |
Best Risk-Adjusted Alternatives to SGGDX
SGGDX has a PortfoliosLab risk / return rank of 34. There are 12 mutual funds in the Gold category with higher risk-adjusted ranks, going as high as 48.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Gold and Precious Metals Fund | 48 | — | May 1969 | SGGDX vs FKRCX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 47 | — | Apr 2010 | SGGDX vs FGADX | |
| Franklin Gold and Precious Metals Fund Class R6 | 46 | — | May 2013 | SGGDX vs FGPMX | |
| VanEck International Investors Gold Fund | 46 | — | Feb 1956 | SGGDX vs INIVX | |
| OCM Gold Fund | 45 | — | Feb 1988 | SGGDX vs OCMGX |
Top Performing SGGDX Alternatives (YTD)
SGGDX is at -7.30% YTD. There are 10 mutual funds in the Gold category with higher YTD returns, going as high as -4.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| VanEck International Investors Gold Fund | -4.64% | — | Feb 1956 | SGGDX vs INIVX | |
| OCM Gold Fund - Atlas Class | -4.81% | — | Mar 2010 | SGGDX vs OCMAX | |
| OCM Gold Fund | -5.08% | — | Feb 1988 | SGGDX vs OCMGX | |
| USCF Gold Strategy Plus Income Fund | -6.39% | 8.86M | Nov 2021 | SGGDX vs USG | |
| EuroPac Gold Fund | -6.94% | — | Jul 2013 | SGGDX vs EPGFX |
Lowest Volatility Alternatives to SGGDX
SGGDX has 40.64% 1-year volatility. There are 2 mutual funds in the Gold category with lower 1-year volatility, going as low as 24.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 24.85% | 8.86M | Nov 2021 | SGGDX vs USG | |
| Sprott Physical Gold and Silver Trust | 40.14% | — | Jan 2018 | SGGDX vs CEF | |
| First Eagle Gold Fund Class R6 | 40.64% | — | Mar 2017 | SGGDX vs FEURX | |
| First Eagle Gold Fund Class C | 40.64% | — | May 2003 | SGGDX vs FEGOX | |
| First Eagle Gold Fund Class I | 40.64% | — | Aug 1993 | SGGDX vs FEGIX |
Lowest Drawdown Alternatives to SGGDX
SGGDX has a 1-year max drawdown of -34.57%. There are 7 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% | 8.86M | Nov 2021 | SGGDX vs USG | |
| OCM Gold Fund - Atlas Class | -32.45% | — | Mar 2010 | SGGDX vs OCMAX | |
| OCM Gold Fund | -32.56% | — | Feb 1988 | SGGDX vs OCMGX | |
| EuroPac Gold Fund | -33.63% | — | Jul 2013 | SGGDX vs EPGFX | |
| Sprott Physical Gold and Silver Trust | -34.12% | — | Jan 2018 | SGGDX vs CEF |
Other Mutual Funds from First Eagle
The 10 most viewed First Eagle mutual funds shown here include SGENX, SGIIX, SGOIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| First Eagle Global Fund Class A | Global Allocation | 75 | 8.19% | — | Jan 1979 | SGGDX vs SGENX | |
| First Eagle Global Fund Class I | Global Allocation | 76 | 8.33% | — | Jul 1998 | SGGDX vs SGIIX | |
| First Eagle Overseas Fund Class I | Foreign Large Cap Equities | 80 | 12.13% | — | — | SGGDX vs SGOIX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 79 | 11.94% | — | Aug 1993 | SGGDX vs SGOVX | |
| First Eagle High Income Fund | High Yield Bonds | 70 | 1.88% | — | Nov 2007 | SGGDX vs FEHIX | |
| First Eagle Global Income Builder Fund | Global Allocation | 84 | 10.19% | — | Apr 2012 | SGGDX vs FEBIX | |
| First Eagle Global Fund Class C | Global Allocation | 72 | 7.72% | — | Jan 1979 | SGGDX vs FESGX | |
| First Eagle Small Cap Opportunity Fund | Small Cap Value Equities | 86 | 25.15% | — | Apr 2021 | SGGDX vs FESCX | |
| First Eagle Fund of America | Large Cap Blend Equities | 66 | 8.11% | — | Mar 1998 | SGGDX vs FEAMX | |
| First Eagle U.S. Value Fund | Diversified Portfolio | 65 | 4.83% | — | Sep 2001 | SGGDX vs FEVIX |
Often Compared With SGGDX
Investors most often compare SGGDX with GDXJ, OPGSX, VGT. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare SGGDX with Any Fund or Stock
Compare SGGDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGGDX with funds that move differently
First Eagle Gold Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGGDX.
Explore SGGDX Diversifiers