U.S. Global Investors World Precious Minerals Fund (UNWPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to UNWPX
UNWPX charges 1.53% annually. Among mutual funds in the Precious Metals category, these options have the lowest expense ratios among UNWPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | 0.48% | Jan 16, 2018 | UNWPX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | May 1, 2013 | UNWPX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | Apr 30, 2010 | UNWPX vs FGADX | |
| American Century Global Gold Fund | 0.65% | Aug 16, 1988 | UNWPX vs BGEIX | |
| Fidelity Advisor Gold Fund Class I | 0.76% | Dec 12, 2006 | UNWPX vs FGDIX |
Best Risk-Adjusted Alternatives to UNWPX
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 | |
|---|---|---|---|---|
| Midas Fund | 95 | Jan 7, 1986 | UNWPX vs MIDSX | |
| OCM Gold Atlas | 94 | Mar 31, 2010 | UNWPX vs OCMAX | |
| Franklin Gold and Precious Metals Fund | 94 | May 18, 1969 | UNWPX vs FKRCX | |
| OCM Gold Fund | 94 | Feb 3, 1988 | UNWPX vs OCMGX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 94 | Apr 30, 2010 | UNWPX vs FGADX |
Top Performing UNWPX Alternatives (YTD)
UNWPX alternatives from the Precious Metals category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | 4.19% | Jan 16, 2018 | UNWPX vs CEF | |
| Midas Fund | 3.72% | Jan 7, 1986 | UNWPX vs MIDSX | |
| First Eagle Gold Fund Class R6 | 2.66% | Mar 1, 2017 | UNWPX vs FEURX | |
| First Eagle Gold Fund Class I | 2.63% | Aug 31, 1993 | UNWPX vs FEGIX | |
| First Eagle Gold Fund | 2.57% | Aug 30, 1993 | UNWPX vs SGGDX |
Lowest Volatility Alternatives to UNWPX
UNWPX alternatives from the Precious Metals category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | 37.38% | Jan 16, 2018 | UNWPX vs CEF | |
| EuroPac Gold Fund | 38.55% | Jul 18, 2013 | UNWPX vs EPGFX | |
| First Eagle Gold Fund Class R6 | 38.58% | Mar 1, 2017 | UNWPX vs FEURX | |
| First Eagle Gold Fund | 38.59% | Aug 30, 1993 | UNWPX vs SGGDX | |
| First Eagle Gold Fund Class I | 38.59% | Aug 31, 1993 | UNWPX vs FEGIX |
Lowest Drawdown Alternatives to UNWPX
UNWPX alternatives from the Precious Metals category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| First Eagle Gold Fund Class I | -26.66% | Aug 31, 1993 | UNWPX vs FEGIX | |
| First Eagle Gold Fund Class R6 | -26.66% | Mar 1, 2017 | UNWPX vs FEURX | |
| First Eagle Gold Fund | -26.67% | Aug 30, 1993 | UNWPX vs SGGDX | |
| First Eagle Gold Fund Class C | -26.69% | May 15, 2003 | UNWPX vs FEGOX | |
| Sprott Physical Gold and Silver Trust | -26.77% | Jan 16, 2018 | UNWPX vs CEF |
Other Mutual Funds from US Global
Most popular US Global mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| U.S. Global Investors Gold & Precious Metals Fund | Precious Metals | 91 | -3.65% | Jun 30, 1974 | UNWPX vs USERX | |
| U.S. Global Investors Global Resources Fund | Energy Equities | 97 | 5.05% | Aug 2, 1983 | UNWPX vs PSPFX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | Ultrashort Bond | — | 0.53% | Dec 2, 2013 | UNWPX vs UGSDX | |
| U.S. Global Investors Global Luxury Goods Fund | Consumer Discretionary Equities | 10 | -13.20% | May 2, 1995 | UNWPX vs USLUX | |
| U.S. Global Investors Near-Term Tax Free Fund | Municipal Bonds | 64 | -0.09% | Dec 3, 1990 | UNWPX vs NEARX |
Often Compared With UNWPX
What investors most often compare with UNWPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco MSCI World SRI Index Fund | Global Equities | — | — | Jun 30, 2016 | UNWPX vs VSQYX | |
| God Bless America ETF | Large Cap Blend Equities | 48 | -3.19% | Oct 10, 2022 | UNWPX vs YALL | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | UNWPX vs VOO | |
| US Global GO GOLD and Precious Metal Miners ETF | Materials | 83 | 4.23% | Jun 27, 2017 | UNWPX vs GOAU | |
| Fidelity Select Gold Portfolio | Precious Metals | 90 | 1.81% | Dec 15, 1985 | UNWPX vs FSAGX | |
| Rydex Precious Metals Fund | Precious Metals | 90 | 1.40% | Nov 30, 1993 | UNWPX vs RYPMX | |
| VanEck International Investors Gold Fund | Precious Metals | 93 | 2.42% | Feb 9, 1956 | UNWPX vs INIVX |
Compare UNWPX with Any Fund or Stock
Compare UNWPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.