BGEIX vs. OCMAX
Compare and contrast key facts about American Century Global Gold Fund (BGEIX) and OCM Gold Atlas (OCMAX).
BGEIX is managed by American Century. It was launched on Aug 16, 1988. OCMAX is an actively managed fund by OCM. It was launched on Mar 31, 2010.
Performance
BGEIX vs. OCMAX - Performance Comparison
Loading graphics...
BGEIX vs. OCMAX - 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% |
OCMAX OCM Gold Atlas | 0.41% | 168.37% | 23.87% | 4.82% | -17.28% | -9.16% | 45.45% | 58.42% | -13.25% | 10.55% |
Returns By Period
In the year-to-date period, BGEIX achieves a -0.90% return, which is significantly lower than OCMAX's 0.41% return. Over the past 10 years, BGEIX has underperformed OCMAX with an annualized return of 16.25%, while OCMAX has yielded a comparatively higher 19.69% 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%
OCMAX
- 1D
- 0.43%
- 1M
- -23.39%
- YTD
- 0.41%
- 6M
- 19.80%
- 1Y
- 95.92%
- 3Y*
- 46.20%
- 5Y*
- 24.64%
- 10Y*
- 19.69%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGEIX vs. OCMAX - Expense Ratio Comparison
BGEIX has a 0.65% expense ratio, which is lower than OCMAX's 1.88% expense ratio.
Return for Risk
BGEIX vs. OCMAX — Risk / Return Rank
BGEIX
OCMAX
BGEIX vs. OCMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Gold Fund (BGEIX) and OCM Gold Atlas (OCMAX). 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 | OCMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 2.52 | -0.45 |
Sortino ratioReturn per unit of downside risk | 2.33 | 2.72 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.40 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.90 | 3.48 | -0.58 |
Martin ratioReturn relative to average drawdown | 10.79 | 12.90 | -2.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BGEIX | OCMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 2.52 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.73 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.58 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.23 | -0.07 |
Correlation
The correlation between BGEIX and OCMAX is 0.97, 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. OCMAX - Dividend Comparison
BGEIX's dividend yield for the trailing twelve months is around 0.85%, less than OCMAX's 5.89% 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% |
OCMAX OCM Gold Atlas | 5.89% | 5.91% | 2.97% | 0.00% | 0.04% | 0.95% | 1.44% | 5.66% | 24.55% | 6.72% | 18.48% | 0.05% |
Drawdowns
BGEIX vs. OCMAX - Drawdown Comparison
The maximum BGEIX drawdown since its inception was -78.69%, roughly equal to the maximum OCMAX drawdown of -76.26%. Use the drawdown chart below to compare losses from any high point for BGEIX and OCMAX.
Loading graphics...
Drawdown Indicators
| BGEIX | OCMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.69% | -76.26% | -2.43% |
Max Drawdown (1Y)Largest decline over 1 year | -30.55% | -27.33% | -3.22% |
Max Drawdown (5Y)Largest decline over 5 years | -46.62% | -45.14% | -1.48% |
Max Drawdown (10Y)Largest decline over 10 years | -51.92% | -45.14% | -6.78% |
Current DrawdownCurrent decline from peak | -25.99% | -23.51% | -2.48% |
Average DrawdownAverage peak-to-trough decline | -35.23% | -36.37% | +1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.21% | 7.37% | +0.84% |
Volatility
BGEIX vs. OCMAX - Volatility Comparison
American Century Global Gold Fund (BGEIX) has a higher volatility of 15.52% compared to OCM Gold Atlas (OCMAX) at 13.81%. This indicates that BGEIX's price experiences larger fluctuations and is considered to be riskier than OCMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BGEIX | OCMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.52% | 13.81% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 35.02% | 30.95% | +4.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.03% | 39.00% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.87% | 33.83% | -0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.39% | 33.84% | -0.45% |