BGEIX vs. GDXJ
Compare and contrast key facts about American Century Global Gold Fund (BGEIX) and VanEck Vectors Junior Gold Miners ETF (GDXJ).
BGEIX is managed by American Century. It was launched on Aug 16, 1988. GDXJ is a passively managed fund by VanEck that tracks the performance of the MVIS Global Junior Gold Miners Index. It was launched on Nov 10, 2009.
Performance
BGEIX vs. GDXJ - Performance Comparison
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BGEIX vs. GDXJ - 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% |
GDXJ VanEck Vectors Junior Gold Miners ETF | 5.50% | 172.28% | 15.67% | 7.12% | -14.53% | -21.25% | 30.40% | 40.44% | -11.02% | 8.22% |
Returns By Period
In the year-to-date period, BGEIX achieves a -0.90% return, which is significantly lower than GDXJ's 5.50% return. Over the past 10 years, BGEIX has underperformed GDXJ with an annualized return of 16.25%, while GDXJ has yielded a comparatively higher 17.38% 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%
GDXJ
- 1D
- 8.53%
- 1M
- -23.14%
- YTD
- 5.50%
- 6M
- 24.01%
- 1Y
- 114.70%
- 3Y*
- 47.55%
- 5Y*
- 22.70%
- 10Y*
- 17.38%
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BGEIX vs. GDXJ - Expense Ratio Comparison
BGEIX has a 0.65% expense ratio, which is higher than GDXJ's 0.54% expense ratio.
Return for Risk
BGEIX vs. GDXJ — Risk / Return Rank
BGEIX
GDXJ
BGEIX vs. GDXJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Gold Fund (BGEIX) and VanEck Vectors Junior Gold Miners ETF (GDXJ). 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 | GDXJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 2.27 | -0.21 |
Sortino ratioReturn per unit of downside risk | 2.33 | 2.50 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.36 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.90 | 3.52 | -0.63 |
Martin ratioReturn relative to average drawdown | 10.79 | 12.30 | -1.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BGEIX | GDXJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 2.27 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.56 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.39 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.07 | +0.09 |
Correlation
The correlation between BGEIX and GDXJ is 0.94, 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. GDXJ - Dividend Comparison
BGEIX's dividend yield for the trailing twelve months is around 0.85%, less than GDXJ's 2.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
GDXJ VanEck Vectors Junior Gold Miners ETF | 2.21% | 2.33% | 2.61% | 0.72% | 0.51% | 1.78% | 1.58% | 0.39% | 0.45% | 0.03% | 4.78% | 0.72% |
Drawdowns
BGEIX vs. GDXJ - Drawdown Comparison
The maximum BGEIX drawdown since its inception was -78.69%, smaller than the maximum GDXJ drawdown of -88.66%. Use the drawdown chart below to compare losses from any high point for BGEIX and GDXJ.
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Drawdown Indicators
| BGEIX | GDXJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.69% | -88.66% | +9.97% |
Max Drawdown (1Y)Largest decline over 1 year | -30.55% | -32.92% | +2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -46.62% | -51.76% | +5.14% |
Max Drawdown (10Y)Largest decline over 10 years | -51.92% | -57.77% | +5.85% |
Current DrawdownCurrent decline from peak | -25.99% | -23.14% | -2.85% |
Average DrawdownAverage peak-to-trough decline | -35.23% | -60.91% | +25.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.21% | 9.43% | -1.22% |
Volatility
BGEIX vs. GDXJ - Volatility Comparison
The current volatility for American Century Global Gold Fund (BGEIX) is 15.52%, while VanEck Vectors Junior Gold Miners ETF (GDXJ) has a volatility of 20.63%. This indicates that BGEIX experiences smaller price fluctuations and is considered to be less risky than GDXJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGEIX | GDXJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.52% | 20.63% | -5.11% |
Volatility (6M)Calculated over the trailing 6-month period | 35.02% | 42.33% | -7.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.03% | 50.75% | -7.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.87% | 40.56% | -7.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.39% | 44.45% | -11.06% |