BGEIX vs. FSAGX

In the year-to-date period, BGEIX achieves a 52.77% return, which is significantly higher than FSAGX's 49.92% return. Over the past 10 years, BGEIX has outperformed FSAGX with an annualized return of 11.20%, while FSAGX has yielded a comparatively lower 9.18% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BGEIX has a 0.65% expense ratio, which is lower than FSAGX's 0.76% expense ratio.

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.

The current BGEIX Sharpe Ratio is 1.66, which is comparable to the FSAGX Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of BGEIX and FSAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGEIX's dividend yield for the trailing twelve months is around 0.89%, less than FSAGX's 2.30% yield.

The maximum BGEIX drawdown since its inception was -78.69%, 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.

The current volatility for American Century Global Gold Fund (BGEIX) is 12.41%, while Fidelity Select Gold Portfolio (FSAGX) has a volatility of 13.35%. This indicates that BGEIX experiences smaller price fluctuations and is considered to be less risky than FSAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.