BGEIX vs. FSAGX
Compare and contrast key facts about American Century Global Gold Fund (BGEIX) and Fidelity Select Gold Portfolio (FSAGX).
BGEIX is managed by American Century Investments. It was launched on Aug 16, 1988. FSAGX is managed by Fidelity. It was launched on Dec 15, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGEIX or FSAGX.
Correlation
The correlation between BGEIX and FSAGX is 0.96, 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.
Performance
BGEIX vs. FSAGX - Performance Comparison
Key characteristics
BGEIX:
1.17
FSAGX:
1.10
BGEIX:
1.68
FSAGX:
1.59
BGEIX:
1.20
FSAGX:
1.20
BGEIX:
0.56
FSAGX:
0.49
BGEIX:
4.04
FSAGX:
4.09
BGEIX:
8.41%
FSAGX:
7.62%
BGEIX:
29.07%
FSAGX:
28.24%
BGEIX:
-80.62%
FSAGX:
-77.21%
BGEIX:
-42.02%
FSAGX:
-46.50%
Returns By Period
In the year-to-date period, BGEIX achieves a 7.76% return, which is significantly higher than FSAGX's 6.27% return. Over the past 10 years, BGEIX has outperformed FSAGX with an annualized return of 6.00%, while FSAGX has yielded a comparatively lower 4.03% annualized return.
BGEIX
7.76%
0.91%
-3.02%
30.40%
5.31%
6.00%
FSAGX
6.27%
0.50%
-1.08%
28.19%
4.14%
4.03%
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BGEIX vs. FSAGX - Expense Ratio Comparison
BGEIX has a 0.65% expense ratio, which is lower than FSAGX's 0.76% expense ratio.
Risk-Adjusted Performance
BGEIX vs. FSAGX — Risk-Adjusted Performance Rank
BGEIX
FSAGX
BGEIX vs. FSAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Gold Fund (BGEIX) and Fidelity Select Gold Portfolio (FSAGX). 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.
Dividends
BGEIX vs. FSAGX - Dividend Comparison
BGEIX's dividend yield for the trailing twelve months is around 1.26%, less than FSAGX's 3.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGEIX American Century Global Gold Fund | 1.26% | 1.36% | 1.56% | 1.38% | 2.13% | 0.57% | 0.88% | 0.00% | 0.00% | 10.57% | 0.00% | 3.34% |
FSAGX Fidelity Select Gold Portfolio | 3.41% | 3.62% | 0.99% | 0.36% | 1.59% | 4.40% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BGEIX vs. FSAGX - Drawdown Comparison
The maximum BGEIX drawdown since its inception was -80.62%, roughly equal to the maximum FSAGX drawdown of -77.21%. Use the drawdown chart below to compare losses from any high point for BGEIX and FSAGX. For additional features, visit the drawdowns tool.
Volatility
BGEIX vs. FSAGX - Volatility Comparison
American Century Global Gold Fund (BGEIX) and Fidelity Select Gold Portfolio (FSAGX) have volatilities of 8.39% and 8.34%, 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.