FKRCX vs. GDX

In the year-to-date period, FKRCX achieves a 54.46% return, which is significantly higher than GDX's 48.54% return. Both investments have delivered pretty close results over the past 10 years, with FKRCX having a 10.25% annualized return and GDX not far ahead at 10.38%.

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FKRCX has a 0.88% expense ratio, which is higher than GDX's 0.53% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Gold and Precious Metals Fund (FKRCX) and VanEck Vectors Gold Miners ETF (GDX). 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 FKRCX Sharpe Ratio is 1.86, which is higher than the GDX Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of FKRCX and GDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FKRCX's dividend yield for the trailing twelve months is around 8.70%, more than GDX's 0.80% yield.

The maximum FKRCX drawdown since its inception was -80.23%, roughly equal to the maximum GDX drawdown of -80.57%. Use the drawdown chart below to compare losses from any high point for FKRCX and GDX. For additional features, visit the drawdowns tool.

Franklin Gold and Precious Metals Fund (FKRCX) and VanEck Vectors Gold Miners ETF (GDX) have volatilities of 12.95% and 12.53%, 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.