BGEIX vs. OCMGX
Compare and contrast key facts about American Century Global Gold Fund (BGEIX) and OCM Gold Fund (OCMGX).
BGEIX is managed by American Century. It was launched on Aug 16, 1988. OCMGX is managed by OCM. It was launched on Feb 3, 1988.
Performance
BGEIX vs. OCMGX - Performance Comparison
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BGEIX vs. OCMGX - 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% |
OCMGX OCM Gold Fund | 0.27% | 167.05% | 23.15% | 4.21% | -17.71% | -9.67% | 44.28% | 56.74% | -13.84% | 9.70% |
Returns By Period
In the year-to-date period, BGEIX achieves a -0.90% return, which is significantly lower than OCMGX's 0.27% return. Over the past 10 years, BGEIX has underperformed OCMGX with an annualized return of 16.25%, while OCMGX has yielded a comparatively higher 18.86% 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%
OCMGX
- 1D
- 0.44%
- 1M
- -23.44%
- YTD
- 0.27%
- 6M
- 19.45%
- 1Y
- 95.04%
- 3Y*
- 45.40%
- 5Y*
- 23.97%
- 10Y*
- 18.86%
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BGEIX vs. OCMGX - Expense Ratio Comparison
BGEIX has a 0.65% expense ratio, which is lower than OCMGX's 2.32% expense ratio.
Return for Risk
BGEIX vs. OCMGX — Risk / Return Rank
BGEIX
OCMGX
BGEIX vs. OCMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Gold Fund (BGEIX) and OCM Gold Fund (OCMGX). 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 | OCMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 2.49 | -0.43 |
Sortino ratioReturn per unit of downside risk | 2.33 | 2.70 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.40 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.90 | 3.44 | -0.54 |
Martin ratioReturn relative to average drawdown | 10.79 | 12.75 | -1.96 |
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 | OCMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 2.49 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.71 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.56 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.12 | +0.04 |
Correlation
The correlation between BGEIX and OCMGX is 0.92, 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. OCMGX - Dividend Comparison
BGEIX's dividend yield for the trailing twelve months is around 0.85%, less than OCMGX's 6.49% 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% |
OCMGX OCM Gold Fund | 6.49% | 6.50% | 2.88% | 0.00% | 0.05% | 1.07% | 0.98% | 6.33% | 26.98% | 7.19% | 19.53% | 0.05% |
Drawdowns
BGEIX vs. OCMGX - Drawdown Comparison
The maximum BGEIX drawdown since its inception was -78.69%, smaller than the maximum OCMGX drawdown of -84.47%. Use the drawdown chart below to compare losses from any high point for BGEIX and OCMGX.
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Drawdown Indicators
| BGEIX | OCMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.69% | -84.47% | +5.78% |
Max Drawdown (1Y)Largest decline over 1 year | -30.55% | -27.33% | -3.22% |
Max Drawdown (5Y)Largest decline over 5 years | -46.62% | -45.55% | -1.07% |
Max Drawdown (10Y)Largest decline over 10 years | -51.92% | -45.55% | -6.37% |
Current DrawdownCurrent decline from peak | -25.99% | -23.54% | -2.45% |
Average DrawdownAverage peak-to-trough decline | -35.23% | -41.28% | +6.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.21% | 7.38% | +0.83% |
Volatility
BGEIX vs. OCMGX - Volatility Comparison
American Century Global Gold Fund (BGEIX) has a higher volatility of 15.52% compared to OCM Gold Fund (OCMGX) at 13.80%. This indicates that BGEIX's price experiences larger fluctuations and is considered to be riskier than OCMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGEIX | OCMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.52% | 13.80% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 35.02% | 30.94% | +4.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.03% | 38.99% | +4.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.87% | 33.84% | -0.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.39% | 33.85% | -0.46% |