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 a closer substitute for your current allocation.
Cheapest Alternatives to USERX
USERX charges 1.52% annually. There are 18 mutual funds in the Precious Metals category with lower expense ratios, going as low as 0.48%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | 0.48% | — | Jan 2018 | USERX vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | USERX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | USERX vs FGADX | |
| American Century Global Gold Fund | 0.65% | 1.76B | Aug 1988 | USERX vs BGEIX | |
| Fidelity Select Gold Portfolio | 0.76% | — | Dec 1985 | USERX vs FSAGX |
Best Risk-Adjusted Alternatives to USERX
USERX has a PortfoliosLab risk / return rank of 32. There are 9 mutual funds in the Precious Metals category with higher risk-adjusted ranks, going as high as 71.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| U.S. Global Investors World Precious Minerals Fund | 71 | — | Nov 1985 | USERX vs UNWPX | |
| Franklin Gold and Precious Metals Fund Class R6 | 43 | — | May 2013 | USERX vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 43 | — | Apr 2010 | USERX vs FGADX | |
| Franklin Gold and Precious Metals Fund | 43 | — | May 1969 | USERX vs FKRCX | |
| OCM Gold Atlas | 39 | — | Mar 2010 | USERX vs OCMAX |
Top Performing USERX Alternatives (YTD)
USERX is at 4.58% YTD. There are 12 mutual funds in the Precious Metals category with higher YTD returns, going as high as 24.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| U.S. Global Investors World Precious Minerals Fund | 24.11% | — | Nov 1985 | USERX vs UNWPX | |
| OCM Gold Atlas | 8.66% | — | Mar 2010 | USERX vs OCMAX | |
| OCM Gold Fund | 8.44% | — | Feb 1988 | USERX vs OCMGX | |
| VanEck International Investors Gold Fund | 7.71% | — | Feb 1956 | USERX vs INIVX | |
| Rydex Precious Metals Fund | 7.46% | — | Nov 1993 | USERX vs RYPMX |
Lowest Volatility Alternatives to USERX
USERX has 44.33% 1-year volatility. There are 21 mutual funds in the Precious Metals category with lower 1-year volatility, going as low as 37.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | 37.84% | — | Jan 2018 | USERX vs CEF | |
| First Eagle Gold Fund Class I | 38.44% | — | Aug 1993 | USERX vs FEGIX | |
| First Eagle Gold Fund | 38.45% | — | Aug 1993 | USERX vs SGGDX | |
| First Eagle Gold Fund Class C | 38.45% | — | May 2003 | USERX vs FEGOX | |
| First Eagle Gold Fund Class R6 | 38.45% | — | Mar 2017 | USERX vs FEURX |
Lowest Drawdown Alternatives to USERX
USERX has a 1-year max drawdown of -32.20%. There are 23 mutual funds in the Precious Metals category with shallower 1-year drawdowns, going as shallow as -26.66%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Eagle Gold Fund Class I | -26.66% | — | Aug 1993 | USERX vs FEGIX | |
| First Eagle Gold Fund Class R6 | -26.66% | — | Mar 2017 | USERX vs FEURX | |
| First Eagle Gold Fund | -26.67% | — | Aug 1993 | USERX vs SGGDX | |
| First Eagle Gold Fund Class C | -26.69% | — | May 2003 | USERX vs FEGOX | |
| Sprott Physical Gold and Silver Trust | -26.77% | — | Jan 2018 | USERX vs CEF |
Other Mutual Funds from US Global
The 4 most viewed US Global mutual funds shown here include UGSDX, NEARX, USLUX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | Ultrashort Bond | — | 1.32% | — | Dec 2013 | USERX vs UGSDX | |
| U.S. Global Investors Near-Term Tax Free Fund | Municipal Bonds | 25 | 0.56% | — | Dec 1990 | USERX vs NEARX | |
| U.S. Global Investors Global Luxury Goods Fund | Consumer Discretionary Equities | 5 | -4.45% | — | May 1995 | USERX vs USLUX | |
| U.S. Global Investors Global Resources Fund | Energy Equities | 85 | 16.89% | — | Aug 1983 | USERX vs PSPFX |
Often Compared With USERX
Investors most often compare USERX with OPGSX, SGOL, GDX. These 20 comparison targets span 10 categories, 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.
Pair USERX with funds that move differently
U.S. Global Investors Gold & Precious Metals Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USERX.
Explore USERX Diversifiers