BGEIX vs. FKRCX
Compare and contrast key facts about American Century Global Gold Fund (BGEIX) and Franklin Gold and Precious Metals Fund (FKRCX).
BGEIX is managed by American Century. It was launched on Aug 16, 1988. FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969.
Performance
BGEIX vs. FKRCX - Performance Comparison
Loading graphics...
BGEIX vs. FKRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGEIX American Century Global Gold Fund | -0.90% | 158.45% | 15.10% | 7.52% | -12.54% | -8.85% | 18.92% | 37.82% | -7.43% | 10.62% |
FKRCX Franklin Gold and Precious Metals Fund | -2.21% | 196.59% | 17.64% | 2.03% | -23.47% | -4.03% | 44.30% | 51.48% | -18.11% | -0.12% |
Returns By Period
In the year-to-date period, BGEIX achieves a -0.90% return, which is significantly higher than FKRCX's -2.21% return. Over the past 10 years, BGEIX has underperformed FKRCX with an annualized return of 16.25%, while FKRCX has yielded a comparatively higher 17.20% annualized return.
BGEIX
- 1D
- -0.23%
- 1M
- -25.99%
- YTD
- -0.90%
- 6M
- 14.02%
- 1Y
- 86.62%
- 3Y*
- 41.61%
- 5Y*
- 22.42%
- 10Y*
- 16.25%
FKRCX
- 1D
- -0.11%
- 1M
- -26.98%
- YTD
- -2.21%
- 6M
- 20.89%
- 1Y
- 105.24%
- 3Y*
- 47.22%
- 5Y*
- 23.35%
- 10Y*
- 17.20%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGEIX vs. FKRCX - Expense Ratio Comparison
BGEIX has a 0.65% expense ratio, which is lower than FKRCX's 0.88% expense ratio.
Return for Risk
BGEIX vs. FKRCX — Risk / Return Rank
BGEIX
FKRCX
BGEIX vs. FKRCX - 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 (FKRCX). 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.
| BGEIX | FKRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 2.51 | -0.45 |
Sortino ratioReturn per unit of downside risk | 2.33 | 2.75 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.39 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.90 | 3.41 | -0.51 |
Martin ratioReturn relative to average drawdown | 10.79 | 12.86 | -2.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BGEIX | FKRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 2.51 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.71 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.53 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.19 | -0.03 |
Correlation
The correlation between BGEIX and FKRCX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BGEIX vs. FKRCX - Dividend Comparison
BGEIX's dividend yield for the trailing twelve months is around 0.85%, less than FKRCX's 10.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BGEIX American Century Global Gold Fund | 0.85% | 0.85% | 1.36% | 1.56% | 1.38% | 2.13% | 0.56% | 0.87% | 0.00% | 0.00% | 10.56% |
FKRCX Franklin Gold and Precious Metals Fund | 10.99% | 10.75% | 13.44% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.37% | 8.73% |
Drawdowns
BGEIX vs. FKRCX - Drawdown Comparison
The maximum BGEIX drawdown since its inception was -78.69%, roughly equal to the maximum FKRCX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for BGEIX and FKRCX.
Loading graphics...
Drawdown Indicators
| BGEIX | FKRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.69% | -78.85% | +0.16% |
Max Drawdown (1Y)Largest decline over 1 year | -30.55% | -31.15% | +0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -46.62% | -48.79% | +2.17% |
Max Drawdown (10Y)Largest decline over 10 years | -51.92% | -49.54% | -2.38% |
Current DrawdownCurrent decline from peak | -25.99% | -27.32% | +1.33% |
Average DrawdownAverage peak-to-trough decline | -35.23% | -33.79% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.21% | 8.25% | -0.04% |
Volatility
BGEIX vs. FKRCX - Volatility Comparison
American Century Global Gold Fund (BGEIX) and Franklin Gold and Precious Metals Fund (FKRCX) have volatilities of 15.52% and 15.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BGEIX | FKRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.52% | 15.80% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 35.02% | 34.39% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.03% | 42.42% | +0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.87% | 33.08% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.39% | 32.80% | +0.59% |