FSAGX vs. FIJDX
FSAGX (Fidelity Select Gold Portfolio) and FIJDX (Fidelity Advisor Gold Fund Class Z) are both Gold funds from Fidelity. Over the past 5 years, FSAGX returned 16.97%/yr vs 17.10%/yr for FIJDX. With a 1.00 correlation, they move nearly in lockstep. FSAGX charges 0.73%/yr vs 0.60%/yr for FIJDX.
Performance
FSAGX vs. FIJDX - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both investments are quite close, with FSAGX having a -2.07% return and FIJDX slightly higher at -2.05%.
FSAGX
- 1D
- -0.85%
- 1M
- -3.05%
- YTD
- -2.07%
- 6M
- -6.88%
- 1Y
- 50.39%
- 3Y*
- 40.63%
- 5Y*
- 16.97%
- 10Y*
- 10.62%
FIJDX
- 1D
- -0.85%
- 1M
- -3.06%
- YTD
- -2.05%
- 6M
- -6.85%
- 1Y
- 50.49%
- 3Y*
- 40.75%
- 5Y*
- 17.10%
- 10Y*
- —
FSAGX vs. FIJDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | -2.07% | 143.05% | 14.97% | -0.37% | -13.46% | -10.44% | 26.83% | 35.50% | 3.38% |
FIJDX Fidelity Advisor Gold Fund Class Z | -2.05% | 143.25% | 15.10% | -0.26% | -13.32% | -10.33% | 27.00% | 35.74% | 4.09% |
Correlation
The correlation between FSAGX and FIJDX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2018 | 1.00 |
The correlation between FSAGX and FIJDX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FSAGX vs. FIJDX — Risk / Return Rank
FSAGX
FIJDX
FSAGX vs. FIJDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Gold Portfolio (FSAGX) and Fidelity Advisor Gold Fund Class Z (FIJDX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSAGX | FIJDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.47 | 0.00 |
| Martin ratioReturn relative to average drawdown | 3.95 | 3.96 | -0.01 |
Loading charts...
Drawdowns
FSAGX vs. FIJDX - Drawdown Comparison
The maximum FSAGX drawdown since its inception was -77.21%, which is greater than FIJDX's maximum drawdown of -50.43%. Use the drawdown chart below to compare losses from any high point for FSAGX and FIJDX.
Loading charts...
Drawdown Indicators
| FSAGX | FIJDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.21% | -50.43% | -26.78% |
Max Drawdown (1Y)Largest decline over 1 year | -35.40% | -35.39% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -35.40% | -35.39% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -45.94% | -45.91% | -0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -50.57% | — | — |
Current DrawdownCurrent decline from peak | -28.29% | -28.27% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -33.34% | -18.53% | -14.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.09% | 13.09% | 0.00% |
Volatility
FSAGX vs. FIJDX - Volatility Comparison
Fidelity Select Gold Portfolio (FSAGX) and Fidelity Advisor Gold Fund Class Z (FIJDX) have volatilities of 17.04% and 17.03%, 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.
Loading charts...
Volatility by Period
| FSAGX | FIJDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.04% | 17.03% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 37.83% | 37.82% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.10% | 45.08% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.10% | 34.08% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.39% | 34.63% | -1.24% |
FSAGX vs. FIJDX - Expense Ratio Comparison
FSAGX has a 0.73% expense ratio, which is higher than FIJDX's 0.60% expense ratio.
Dividends
FSAGX vs. FIJDX - Dividend Comparison
FSAGX's dividend yield for the trailing twelve months is around 5.24%, which matches FIJDX's 5.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FIJDX Fidelity Advisor Gold Fund Class Z | 5.23% | 2.17% | 3.63% | 1.16% | 0.38% | 1.71% | 4.54% | 0.53% | 0.00% | 0.00% | 0.00% |
FSAGX Fidelity Select Gold Portfolio | 5.24% | 2.17% | 3.62% | 0.99% | 0.36% | 1.60% | 4.40% | 0.40% | 0.00% | 0.22% | 3.57% |
Frequently Asked Questions
With a correlation of 1.00, FSAGX and FIJDX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FSAGX has higher volatility (17.04%) compared to FIJDX (17.03%). In terms of maximum drawdown, FSAGX dropped -77.21% vs FIJDX's -50.43%.
FIJDX currently has the higher Sharpe Ratio (1.15 vs 1.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FSAGX and FIJDX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer