BGEIX vs. FGPMX
BGEIX (American Century Global Gold Fund) and FGPMX (Franklin Gold and Precious Metals Fund Class R6) are both Gold funds. Over the past 5 years, BGEIX returned 18.36%/yr vs 19.89%/yr for FGPMX. Their correlation of 0.94 means they have usually moved in the same direction. BGEIX charges 0.65%/yr vs 0.54%/yr for FGPMX.
Performance
BGEIX vs. FGPMX - Performance Comparison
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Returns By Period
In the year-to-date period, BGEIX achieves a -11.13% return, which is significantly lower than FGPMX's -9.99% return.
BGEIX
- 1D
- 3.47%
- 1M
- -2.24%
- 6M
- -19.57%
- YTD
- -11.13%
- 1Y
- 48.85%
- 3Y*
- 38.61%
- 5Y*
- 18.36%
- 10Y*
- 10.13%
- ALL TIME*
- 5.11%
FGPMX
- 1D
- 3.28%
- 1M
- -4.23%
- 6M
- -18.67%
- YTD
- -9.99%
- 1Y
- 66.21%
- 3Y*
- 46.13%
- 5Y*
- 19.89%
- 10Y*
- —
- ALL TIME*
- 15.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BGEIX vs. FGPMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGEIX American Century Global Gold Fund | -11.13% | 158.45% | 15.10% | 7.52% | -12.54% | -8.85% | 18.92% | 37.82% | -7.43% | -1.57% |
FGPMX Franklin Gold and Precious Metals Fund Class R6 | -9.99% | 197.33% | 18.11% | 2.35% | -23.15% | -3.66% | 44.76% | 52.07% | -17.76% | -10.66% |
Correlation
The correlation between BGEIX and FGPMX is 0.97 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.97 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Mar 28, 2017 | 0.94 |
The correlation between BGEIX and FGPMX has been stable across timeframes, ranging from 0.94 to 0.97 - a consistent structural relationship.
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Return for Risk
BGEIX vs. FGPMX — Risk / Return Rank
BGEIX
FGPMX
BGEIX vs. FGPMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Gold Fund (BGEIX) and Franklin Gold and Precious Metals Fund Class R6 (FGPMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BGEIX | FGPMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.79 | -0.48 |
| Martin ratioReturn relative to average drawdown | 2.88 | 4.00 | -1.12 |
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Drawdowns
BGEIX vs. FGPMX - Drawdown Comparison
The maximum BGEIX drawdown since its inception was -78.69%, which is greater than FGPMX's maximum drawdown of -48.71%. Use the drawdown chart below to compare losses from any high point for BGEIX and FGPMX.
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Drawdown Indicators
| BGEIX | FGPMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.69% | -48.71% | -29.98% |
Max Drawdown (1Y)Largest decline over 1 year | -38.61% | -37.34% | -1.27% |
Max Drawdown (3Y)Largest decline over 3 years | -38.61% | -37.34% | -1.27% |
Max Drawdown (5Y)Largest decline over 5 years | -46.62% | -48.71% | +2.09% |
Max Drawdown (10Y)Largest decline over 10 years | -51.92% | — | — |
Current DrawdownCurrent decline from peak | -33.63% | -33.13% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -35.14% | -18.11% | -17.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.45% | 16.66% | +0.79% |
Volatility
BGEIX vs. FGPMX - Volatility Comparison
The current volatility for American Century Global Gold Fund (BGEIX) is 11.67%, while Franklin Gold and Precious Metals Fund Class R6 (FGPMX) has a volatility of 13.21%. This indicates that BGEIX experiences smaller price fluctuations and is considered to be less risky than FGPMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGEIX | FGPMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.67% | 13.21% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 37.64% | 38.55% | -0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.61% | 45.96% | -0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.42% | 34.64% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.49% | 32.82% | +0.67% |
BGEIX vs. FGPMX - Expense Ratio Comparison
BGEIX has a 0.65% expense ratio, which is higher than FGPMX's 0.54% expense ratio.
Dividends
BGEIX vs. FGPMX - Dividend Comparison
BGEIX's dividend yield for the trailing twelve months is around 0.91%, less than FGPMX's 10.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BGEIX American Century Global Gold Fund | 0.91% | 0.85% | 1.36% | 1.56% | 1.38% | 2.13% | 0.56% | 0.87% | 0.00% | 0.00% | 10.56% |
FGPMX Franklin Gold and Precious Metals Fund Class R6 | 10.75% | 9.67% | 12.41% | 3.18% | 0.00% | 8.79% | 10.04% | 0.00% | 0.00% | 0.82% | 0.00% |
Frequently Asked Questions
With a correlation of 0.97, BGEIX and FGPMX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FGPMX has higher volatility (13.21%) compared to BGEIX (11.67%). In terms of maximum drawdown, BGEIX dropped -78.69% vs FGPMX's -48.71%.
FGPMX currently has the higher Sharpe Ratio (1.46 vs 1.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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