U.S. Global Investors Gold & Precious Metals Fund (USERX) Alternatives
U.S. Global Investors Gold & Precious Metals Fund (USERX) 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 USERX. 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 USERX
USERX charges 1.52% annually. Among mutual funds in the Precious Metals category, these options have the lowest expense ratios among USERX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | 0.48% | Jan 16, 2018 | USERX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | May 1, 2013 | USERX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | Apr 30, 2010 | USERX vs FGADX | |
| American Century Global Gold Fund | 0.65% | Aug 16, 1988 | USERX vs BGEIX | |
| Fidelity Advisor Gold Fund Class I | 0.76% | Dec 12, 2006 | USERX vs FGDIX |
Best Risk-Adjusted Alternatives to USERX
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 | USERX vs MIDSX | |
| OCM Gold Atlas | 94 | Mar 31, 2010 | USERX vs OCMAX | |
| Franklin Gold and Precious Metals Fund | 94 | May 18, 1969 | USERX vs FKRCX | |
| OCM Gold Fund | 94 | Feb 3, 1988 | USERX vs OCMGX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 94 | Apr 30, 2010 | USERX vs FGADX |
Top Performing USERX Alternatives (YTD)
USERX 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 | USERX vs CEF | |
| Midas Fund | 3.72% | Jan 7, 1986 | USERX vs MIDSX | |
| First Eagle Gold Fund Class R6 | 2.66% | Mar 1, 2017 | USERX vs FEURX | |
| First Eagle Gold Fund Class I | 2.63% | Aug 31, 1993 | USERX vs FEGIX | |
| First Eagle Gold Fund | 2.57% | Aug 30, 1993 | USERX vs SGGDX |
Lowest Volatility Alternatives to USERX
USERX 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 | USERX vs CEF | |
| EuroPac Gold Fund | 38.55% | Jul 18, 2013 | USERX vs EPGFX | |
| First Eagle Gold Fund Class R6 | 38.58% | Mar 1, 2017 | USERX vs FEURX | |
| First Eagle Gold Fund | 38.59% | Aug 30, 1993 | USERX vs SGGDX | |
| First Eagle Gold Fund Class I | 38.59% | Aug 31, 1993 | USERX vs FEGIX |
Lowest Drawdown Alternatives to USERX
USERX 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 | USERX vs FEGIX | |
| First Eagle Gold Fund Class R6 | -26.66% | Mar 1, 2017 | USERX vs FEURX | |
| First Eagle Gold Fund | -26.67% | Aug 30, 1993 | USERX vs SGGDX | |
| First Eagle Gold Fund Class C | -26.69% | May 15, 2003 | USERX vs FEGOX | |
| Sprott Physical Gold and Silver Trust | -26.77% | Jan 16, 2018 | USERX 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 World Precious Minerals Fund | Precious Metals | 90 | -6.08% | Nov 26, 1985 | USERX vs UNWPX | |
| U.S. Global Investors Global Resources Fund | Energy Equities | 97 | 5.05% | Aug 2, 1983 | USERX vs PSPFX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | Ultrashort Bond | — | 0.53% | Dec 2, 2013 | USERX vs UGSDX | |
| U.S. Global Investors Global Luxury Goods Fund | Consumer Discretionary Equities | 10 | -13.20% | May 2, 1995 | USERX vs USLUX | |
| U.S. Global Investors Near-Term Tax Free Fund | Municipal Bonds | 64 | -0.09% | Dec 3, 1990 | USERX vs NEARX |
Often Compared With USERX
What investors most often compare with USERX, based on PortfoliosLab usage data.
Compare USERX with Any Fund or Stock
Compare USERX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.