U.S. Global Investors Gold & Precious Metals Fund (USERX) 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 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 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 | USERX vs USG | |
| 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 | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | USERX vs FIJDX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | USERX vs FGADX |
Best Risk-Adjusted Alternatives to USERX
USERX has a PortfoliosLab risk / return rank of 39. There are 7 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 | USERX vs FKRCX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 47 | — | Apr 2010 | USERX vs FGADX | |
| Franklin Gold and Precious Metals Fund Class R6 | 46 | — | May 2013 | USERX vs FGPMX | |
| VanEck International Investors Gold Fund | 46 | — | Feb 1956 | USERX vs INIVX | |
| OCM Gold Fund | 45 | — | Feb 1988 | USERX vs OCMGX |
Top Performing USERX Alternatives (YTD)
USERX is at -8.61% YTD. There are 14 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 | USERX vs INIVX | |
| OCM Gold Fund - Atlas Class | -4.81% | — | Mar 2010 | USERX vs OCMAX | |
| OCM Gold Fund | -5.08% | — | Feb 1988 | USERX vs OCMGX | |
| USCF Gold Strategy Plus Income Fund | -6.39% | 8.86M | Nov 2021 | USERX vs USG | |
| EuroPac Gold Fund | -6.94% | — | Jul 2013 | USERX vs EPGFX |
Lowest Volatility Alternatives to USERX
USERX has 47.92% 1-year volatility. There are 21 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 | USERX vs USG | |
| Sprott Physical Gold and Silver Trust | 40.14% | — | Jan 2018 | USERX vs CEF | |
| First Eagle Gold Fund Class R6 | 40.64% | — | Mar 2017 | USERX vs FEURX | |
| First Eagle Gold Fund Class C | 40.64% | — | May 2003 | USERX vs FEGOX | |
| First Eagle Gold Fund Class I | 40.64% | — | Aug 1993 | USERX vs FEGIX |
Lowest Drawdown Alternatives to USERX
USERX has a 1-year max drawdown of -37.89%. There are 17 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 | USERX vs USG | |
| OCM Gold Fund - Atlas Class | -32.45% | — | Mar 2010 | USERX vs OCMAX | |
| OCM Gold Fund | -32.56% | — | Feb 1988 | USERX vs OCMGX | |
| EuroPac Gold Fund | -33.63% | — | Jul 2013 | USERX vs EPGFX | |
| Sprott Physical Gold and Silver Trust | -34.12% | — | Jan 2018 | USERX vs CEF |
Other Mutual Funds from US Global
The 5 most viewed US Global mutual funds shown here include UNWPX, UGSDX, NEARX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| U.S. Global Investors World Precious Minerals Fund | Precious Metals | 56 | 2.31% | — | Nov 1985 | USERX vs UNWPX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | Ultrashort Bond | 99 | 1.62% | — | Dec 2013 | USERX vs UGSDX | |
| U.S. Global Investors Near-Term Tax Free Fund | Municipal Bonds | 22 | 0.32% | — | Dec 1990 | USERX vs NEARX | |
| U.S. Global Investors Global Resources Fund | Energy Equities | 53 | -4.83% | — | Aug 1983 | USERX vs PSPFX | |
| U.S. Global Investors Global Luxury Goods Fund | Consumer Discretionary Equities | 10 | -3.16% | — | May 1995 | USERX vs USLUX |
Often Compared With USERX
Investors most often compare USERX with FSAGX, OPGSX, SGOL. These 20 comparison targets span 9 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