U.S. Global Investors World Precious Minerals Fund (UNWPX) 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 UNWPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UNWPX
UNWPX charges 1.53% annually. There are 22 mutual funds in the Precious Metals 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 | UNWPX vs USG | |
| Sprott Physical Gold and Silver Trust | 0.48% | — | Jan 2018 | UNWPX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | UNWPX vs FGPMX | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | UNWPX vs FIJDX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | UNWPX vs FGADX |
Best Risk-Adjusted Alternatives to UNWPX
UNWPX has a PortfoliosLab risk / return rank of 46. No mutual funds in the Precious Metals category have higher risk-adjusted ranks; the top alternatives shown here go as high as 33.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Gold and Precious Metals Fund Class R6 | 33 | — | May 2013 | UNWPX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 33 | — | Apr 2010 | UNWPX vs FGADX | |
| Franklin Gold and Precious Metals Fund | 33 | — | May 1969 | UNWPX vs FKRCX | |
| OCM Gold Atlas | 30 | — | Mar 2010 | UNWPX vs OCMAX | |
| OCM Gold Fund | 29 | — | Feb 1988 | UNWPX vs OCMGX |
Top Performing UNWPX Alternatives (YTD)
UNWPX is at 8.45% YTD. No mutual funds in the Precious Metals category have higher YTD returns; the top-performing alternatives shown here go as high as 1.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| OCM Gold Atlas | 1.91% | — | Mar 2010 | UNWPX vs OCMAX | |
| OCM Gold Fund | 1.65% | — | Feb 1988 | UNWPX vs OCMGX | |
| VanEck International Investors Gold Fund | 1.46% | — | Feb 1956 | UNWPX vs INIVX | |
| Rydex Precious Metals Fund | 0.29% | — | Nov 1993 | UNWPX vs RYPMX | |
| EuroPac Gold Fund | -0.25% | — | Jul 2013 | UNWPX vs EPGFX |
Lowest Volatility Alternatives to UNWPX
UNWPX has 44.26% 1-year volatility. There are 14 mutual funds in the Precious Metals category with lower 1-year volatility, going as low as 24.31%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 24.31% | — | Nov 2021 | UNWPX vs USG | |
| Sprott Physical Gold and Silver Trust | 39.13% | — | Jan 2018 | UNWPX vs CEF | |
| First Eagle Gold Fund | 39.76% | — | Aug 1993 | UNWPX vs SGGDX | |
| First Eagle Gold Fund Class I | 39.76% | — | Aug 1993 | UNWPX vs FEGIX | |
| First Eagle Gold Fund Class C | 39.76% | — | May 2003 | UNWPX vs FEGOX |
Lowest Drawdown Alternatives to UNWPX
UNWPX has a 1-year max drawdown of -29.02%. There is 1 mutual fund in the Precious Metals category with a shallower 1-year drawdown, going as shallow as -22.96%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | -22.96% | — | Nov 2021 | UNWPX vs USG | |
| Sprott Physical Gold and Silver Trust | -30.01% | — | Jan 2018 | UNWPX vs CEF | |
| EuroPac Gold Fund | -30.77% | — | Jul 2013 | UNWPX vs EPGFX | |
| OCM Gold Atlas | -31.28% | — | Mar 2010 | UNWPX vs OCMAX | |
| OCM Gold Fund | -31.36% | — | Feb 1988 | UNWPX vs OCMGX |
Other Mutual Funds from US Global
The 5 most viewed US Global mutual funds shown here include USERX, UGSDX, NEARX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| U.S. Global Investors Gold & Precious Metals Fund | Gold, Precious Metals | 23 | -3.46% | — | Jun 1974 | UNWPX vs USERX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | Ultrashort Bond | — | 1.32% | — | Dec 2013 | UNWPX vs UGSDX | |
| U.S. Global Investors Near-Term Tax Free Fund | Municipal Bonds | 37 | 1.04% | — | Dec 1990 | UNWPX vs NEARX | |
| U.S. Global Investors Global Resources Fund | Energy Equities | 56 | 1.90% | — | Aug 1983 | UNWPX vs PSPFX | |
| U.S. Global Investors Global Luxury Goods Fund | Consumer Discretionary Equities | 9 | -2.25% | — | May 1995 | UNWPX vs USLUX |
Often Compared With UNWPX
Investors most often compare UNWPX with YALL, VOO, FEURX. These 13 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare UNWPX with Any Fund or Stock
Compare UNWPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UNWPX with funds that move differently
U.S. Global Investors World Precious Minerals Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UNWPX.
Explore UNWPX Diversifiers