FKRCX vs. OPGSX

In the year-to-date period, FKRCX achieves a 57.82% return, which is significantly higher than OPGSX's 41.41% return. Over the past 10 years, FKRCX has underperformed OPGSX with an annualized return of 10.73%, while OPGSX has yielded a comparatively higher 11.90% annualized return.

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FKRCX has a 0.88% expense ratio, which is lower than OPGSX's 1.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Gold and Precious Metals Fund (FKRCX) and Invesco Gold & Special Minerals Fund (OPGSX). 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 1.97, which is higher than the OPGSX Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of FKRCX and OPGSX, 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 8.52%, more than OPGSX's 0.61% yield.

The maximum FKRCX drawdown since its inception was -80.23%, roughly equal to the maximum OPGSX drawdown of -81.04%. Use the drawdown chart below to compare losses from any high point for FKRCX and OPGSX. For additional features, visit the drawdowns tool.