BGEIX vs. FSAGX
BGEIX (American Century Global Gold Fund) and FSAGX (Fidelity Select Gold Portfolio) are both Gold funds. Over the past 10 years, BGEIX returned 10.13%/yr vs 8.60%/yr for FSAGX. Their 0.96 correlation means they have historically moved very closely together. BGEIX charges 0.65%/yr vs 0.73%/yr for FSAGX.
Performance
BGEIX vs. FSAGX - 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 FSAGX's -7.00% return. Over the past 10 years, BGEIX has outperformed FSAGX with an annualized return of 10.13%, while FSAGX has yielded a comparatively lower 8.60% annualized 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%
FSAGX
- 1D
- 4.33%
- 1M
- -1.70%
- 6M
- -15.93%
- YTD
- -7.00%
- 1Y
- 45.29%
- 3Y*
- 35.46%
- 5Y*
- 15.42%
- 10Y*
- 8.60%
- ALL TIME*
- 6.57%
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. FSAGX - 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% | 10.62% |
FSAGX Fidelity Select Gold Portfolio | -7.00% | 143.05% | 14.97% | -0.37% | -13.46% | -10.44% | 26.83% | 35.50% | -13.00% | 8.63% |
Correlation
The correlation between BGEIX and FSAGX is 0.98 - 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. | 0.98 |
Correlation (3Y) Balances recent behavior with more history. | 0.97 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.98 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.98 |
Correlation (All Time) Calculated using the full available price history since Aug 17, 1988 | 0.96 |
The correlation between BGEIX and FSAGX has been stable across timeframes, ranging from 0.96 to 0.98 - a consistent structural relationship.
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Return for Risk
BGEIX vs. FSAGX — Risk / Return Rank
BGEIX
FSAGX
BGEIX vs. FSAGX - Risk-Adjusted Trends 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.
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 | FSAGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.24 | +0.06 |
| Martin ratioReturn relative to average drawdown | 2.88 | 2.75 | +0.14 |
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Drawdowns
BGEIX vs. FSAGX - Drawdown Comparison
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.
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Drawdown Indicators
| BGEIX | FSAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.69% | -77.21% | -1.48% |
Max Drawdown (1Y)Largest decline over 1 year | -38.61% | -37.90% | -0.71% |
Max Drawdown (3Y)Largest decline over 3 years | -38.61% | -37.90% | -0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -46.62% | -45.94% | -0.68% |
Max Drawdown (10Y)Largest decline over 10 years | -51.92% | -50.57% | -1.35% |
Current DrawdownCurrent decline from peak | -33.63% | -31.89% | -1.74% |
Average DrawdownAverage peak-to-trough decline | -35.14% | -33.34% | -1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.45% | 17.13% | +0.32% |
Volatility
BGEIX vs. FSAGX - Volatility Comparison
The current volatility for American Century Global Gold Fund (BGEIX) is 11.67%, while Fidelity Select Gold Portfolio (FSAGX) has a volatility of 12.39%. 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.
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Volatility by Period
| BGEIX | FSAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.67% | 12.39% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 37.64% | 38.50% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.61% | 46.25% | -0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.42% | 34.53% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.49% | 33.42% | +0.07% |
BGEIX vs. FSAGX - Expense Ratio Comparison
BGEIX has a 0.65% expense ratio, which is lower than FSAGX's 0.73% expense ratio.
Dividends
BGEIX vs. FSAGX - Dividend Comparison
BGEIX's dividend yield for the trailing twelve months is around 0.91%, less than FSAGX's 5.52% 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% |
FSAGX Fidelity Select Gold Portfolio | 5.52% | 2.17% | 3.62% | 0.99% | 0.36% | 1.60% | 4.40% | 0.40% | 0.00% | 0.22% | 3.57% |
Frequently Asked Questions
With a correlation of 0.98, BGEIX and FSAGX 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.
FSAGX has higher volatility (12.39%) compared to BGEIX (11.67%). In terms of maximum drawdown, BGEIX dropped -78.69% vs FSAGX's -77.21%.
BGEIX currently has the higher Sharpe Ratio (1.11 vs 1.02), 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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