FSAGX vs. FEGIX
Compare and contrast key facts about Fidelity Select Gold Portfolio (FSAGX) and First Eagle Gold Fund Class I (FEGIX).
FSAGX is managed by Fidelity. It was launched on Dec 15, 1985. FEGIX is managed by First Eagle. It was launched on Aug 31, 1993.
Performance
FSAGX vs. FEGIX - Performance Comparison
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FSAGX vs. FEGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | 1.81% | 143.05% | 14.97% | -0.37% | -13.46% | -10.44% | 26.83% | 35.50% | -13.00% | 8.63% |
FEGIX First Eagle Gold Fund Class I | 2.63% | 128.89% | 10.57% | 7.24% | -1.31% | -7.54% | 30.00% | 38.98% | -15.69% | 8.44% |
Returns By Period
In the year-to-date period, FSAGX achieves a 1.81% return, which is significantly lower than FEGIX's 2.63% return. Over the past 10 years, FSAGX has underperformed FEGIX with an annualized return of 14.04%, while FEGIX has yielded a comparatively higher 15.86% annualized return.
FSAGX
- 1D
- -0.23%
- 1M
- -25.44%
- YTD
- 1.81%
- 6M
- 14.65%
- 1Y
- 84.71%
- 3Y*
- 36.44%
- 5Y*
- 20.17%
- 10Y*
- 14.04%
FEGIX
- 1D
- -0.12%
- 1M
- -22.39%
- YTD
- 2.63%
- 6M
- 19.07%
- 1Y
- 78.51%
- 3Y*
- 35.94%
- 5Y*
- 22.88%
- 10Y*
- 15.86%
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FSAGX vs. FEGIX - Expense Ratio Comparison
FSAGX has a 0.76% expense ratio, which is lower than FEGIX's 0.96% expense ratio.
Return for Risk
FSAGX vs. FEGIX — Risk / Return Rank
FSAGX
FEGIX
FSAGX vs. FEGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Gold Portfolio (FSAGX) and First Eagle Gold Fund Class I (FEGIX). 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.
| FSAGX | FEGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.02 | 2.07 | -0.05 |
Sortino ratioReturn per unit of downside risk | 2.29 | 2.33 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.36 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.84 | 2.97 | -0.13 |
Martin ratioReturn relative to average drawdown | 10.66 | 11.00 | -0.34 |
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
| FSAGX | FEGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.02 | 2.07 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.82 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.59 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.34 | -0.12 |
Correlation
The correlation between FSAGX and FEGIX 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
FSAGX vs. FEGIX - Dividend Comparison
FSAGX's dividend yield for the trailing twelve months is around 2.13%, more than FEGIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | 2.13% | 2.17% | 3.62% | 0.99% | 0.36% | 1.60% | 4.40% | 0.40% | 0.00% | 0.22% | 3.57% |
FEGIX First Eagle Gold Fund Class I | 1.16% | 1.19% | 5.31% | 1.08% | 0.00% | 1.19% | 1.48% | 0.09% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSAGX vs. FEGIX - Drawdown Comparison
The maximum FSAGX drawdown since its inception was -77.21%, which is greater than FEGIX's maximum drawdown of -70.38%. Use the drawdown chart below to compare losses from any high point for FSAGX and FEGIX.
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Drawdown Indicators
| FSAGX | FEGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.21% | -70.38% | -6.83% |
Max Drawdown (1Y)Largest decline over 1 year | -29.85% | -26.66% | -3.19% |
Max Drawdown (5Y)Largest decline over 5 years | -45.94% | -33.95% | -11.99% |
Max Drawdown (10Y)Largest decline over 10 years | -50.57% | -41.84% | -8.73% |
Current DrawdownCurrent decline from peak | -25.44% | -22.73% | -2.71% |
Average DrawdownAverage peak-to-trough decline | -33.41% | -28.82% | -4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.95% | 7.21% | +0.74% |
Volatility
FSAGX vs. FEGIX - Volatility Comparison
Fidelity Select Gold Portfolio (FSAGX) has a higher volatility of 15.39% compared to First Eagle Gold Fund Class I (FEGIX) at 13.89%. This indicates that FSAGX's price experiences larger fluctuations and is considered to be riskier than FEGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSAGX | FEGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.39% | 13.89% | +1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 35.05% | 32.49% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.73% | 38.59% | +4.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.76% | 28.11% | +4.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.05% | 27.16% | +5.89% |