Correlation
The correlation between BGEIX and SGDLX is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
BGEIX vs. SGDLX
Compare and contrast key facts about American Century Global Gold Fund (BGEIX) and Sprott Gold Equity Fund (SGDLX).
BGEIX is managed by American Century Investments. It was launched on Aug 16, 1988. SGDLX is managed by Sprott. It was launched on Jun 28, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGEIX or SGDLX.
Performance
BGEIX vs. SGDLX - Performance Comparison
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Key characteristics
BGEIX:
1.51
SGDLX:
1.67
BGEIX:
1.98
SGDLX:
2.19
BGEIX:
1.26
SGDLX:
1.28
BGEIX:
1.08
SGDLX:
1.00
BGEIX:
5.54
SGDLX:
6.45
BGEIX:
8.62%
SGDLX:
7.45%
BGEIX:
32.56%
SGDLX:
30.33%
BGEIX:
-78.69%
SGDLX:
-75.02%
BGEIX:
-11.03%
SGDLX:
-16.76%
Returns By Period
In the year-to-date period, BGEIX achieves a 50.37% return, which is significantly higher than SGDLX's 43.77% return. Over the past 10 years, BGEIX has outperformed SGDLX with an annualized return of 10.85%, while SGDLX has yielded a comparatively lower 8.71% annualized return.
BGEIX
50.37%
2.94%
38.90%
48.56%
17.54%
9.05%
10.85%
SGDLX
43.77%
5.94%
34.96%
50.27%
16.56%
9.67%
8.71%
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BGEIX vs. SGDLX - Expense Ratio Comparison
BGEIX has a 0.65% expense ratio, which is lower than SGDLX's 1.44% expense ratio.
Risk-Adjusted Performance
BGEIX vs. SGDLX — Risk-Adjusted Performance Rank
BGEIX
SGDLX
BGEIX vs. SGDLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Global Gold Fund (BGEIX) and Sprott Gold Equity Fund (SGDLX). 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.
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Dividends
BGEIX vs. SGDLX - Dividend Comparison
BGEIX's dividend yield for the trailing twelve months is around 0.91%, while SGDLX has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BGEIX American Century Global Gold Fund | 0.91% | 1.36% | 1.56% | 1.38% | 2.13% | 0.56% | 0.87% | 0.00% | 0.00% | 10.56% | 0.00% | 3.34% |
SGDLX Sprott Gold Equity Fund | 0.00% | 0.00% | 0.00% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BGEIX vs. SGDLX - Drawdown Comparison
The maximum BGEIX drawdown since its inception was -78.69%, roughly equal to the maximum SGDLX drawdown of -75.02%. Use the drawdown chart below to compare losses from any high point for BGEIX and SGDLX.
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Volatility
BGEIX vs. SGDLX - Volatility Comparison
American Century Global Gold Fund (BGEIX) and Sprott Gold Equity Fund (SGDLX) have volatilities of 12.39% and 11.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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