BGEIX vs. FSAGX

The year-to-date returns for both stocks are quite close, with BGEIX having a 41.70% return and FSAGX slightly lower at 41.01%. Over the past 10 years, BGEIX has outperformed FSAGX with an annualized return of 9.87%, while FSAGX has yielded a comparatively lower 8.09% annualized return.

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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 1.36, which is comparable to the FSAGX Sharpe Ratio of 1.52. 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 0.96%, less than FSAGX's 2.44% yield.

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.

American Century Global Gold Fund (BGEIX) has a higher volatility of 16.55% compared to Fidelity Select Gold Portfolio (FSAGX) at 15.18%. This indicates that BGEIX's price experiences larger fluctuations and is considered to be riskier than FSAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.