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OGMBX Oppenheimer Gold & Special Minerals B

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Fund OGMBX Oppenheimer Gold & Special Minerals B INIYX VanEck International Investors Gold Y GOLDX Gabelli Gold AAA  
100% 85% 86%
Annual Fees
(1.95% Exp. Ratio)
(1.10% Exp. Ratio)
(1.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$28,536.02 $36,970.41 $31,562.40
Est. savings over 30 yrs +$8,434.39 +$3,026.38
As of 9/30/16
1 YR RETURN 94.62%
3 YR 2.95%
5 YR -11.87%
10 YR 0.77%
1 YR RETURN 97.40%
3 YR 5.95%
5 YR -9.47%
10 YR 2.98%
1 YR RETURN 99.07%
3 YR 10.71%
5 YR -7.11%
10 YR 2.70%
The investment seeks capital appreciation. The fund invests mainly in common stocks of companies that are involved in mining, processing or dealing in gold or other metals or minerals, gold bullion, other physical metals, and precious metals-related ETFs and may invest all of its assets in those securities. Under normal market conditions, at least 80% of the fund's net assets, plus any borrowings, for investment purposes will be invested in those securities. It can also invest up to 25% of its total assets in the Oppenheimer Gold & Special Minerals Fund (Cayman) Ltd., which is a wholly-owned and controlled subsidiary of the fund. The fund is non-diversified.
The investment seeks long-term capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of its net assets in securities of companies principally engaged in gold-related activities, instruments that derive their value from gold, gold coins and bullion. A company principally engaged in gold-related activities is one that derives at least 50% of its revenues from gold-related activities, including the exploration, mining or processing of or dealing in gold. It concentrates its investments in the gold-mining industry and therefore invests 25% or more of its total assets in such industry. The fund is non-diversified.
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of foreign and domestic issuers principally engaged in gold-related activities and gold bullion. It focuses on stocks that are undervalued, but which appear to have favorable prospects for growth. Because most of the world's gold production is outside of the United States, a significant portion of the fund's assets may be invested in securities of foreign issuers, including those located in emerging markets.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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