FSAGX vs. FKRCX
Compare and contrast key facts about Fidelity Select Gold Portfolio (FSAGX) and Franklin Gold and Precious Metals Fund (FKRCX).
FSAGX is managed by Fidelity. It was launched on Dec 15, 1985. FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969.
Performance
FSAGX vs. FKRCX - Performance Comparison
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FSAGX vs. FKRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | 9.10% | 143.05% | 14.97% | -0.37% | -13.46% | -10.44% | 26.83% | 35.50% | -13.00% | 8.63% |
FKRCX Franklin Gold and Precious Metals Fund | 5.72% | 196.59% | 17.64% | 2.03% | -23.47% | -4.03% | 44.30% | 51.48% | -18.11% | -0.12% |
Returns By Period
In the year-to-date period, FSAGX achieves a 9.10% return, which is significantly higher than FKRCX's 5.72% return. Over the past 10 years, FSAGX has underperformed FKRCX with an annualized return of 14.83%, while FKRCX has yielded a comparatively higher 18.12% annualized return.
FSAGX
- 1D
- 7.16%
- 1M
- -20.09%
- YTD
- 9.10%
- 6M
- 21.69%
- 1Y
- 97.87%
- 3Y*
- 39.63%
- 5Y*
- 20.99%
- 10Y*
- 14.83%
FKRCX
- 1D
- 8.11%
- 1M
- -21.42%
- YTD
- 5.72%
- 6M
- 29.26%
- 1Y
- 121.53%
- 3Y*
- 51.10%
- 5Y*
- 24.45%
- 10Y*
- 18.12%
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FSAGX vs. FKRCX - Expense Ratio Comparison
FSAGX has a 0.76% expense ratio, which is lower than FKRCX's 0.88% expense ratio.
Return for Risk
FSAGX vs. FKRCX — Risk / Return Rank
FSAGX
FKRCX
FSAGX vs. FKRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Gold Portfolio (FSAGX) and Franklin Gold and Precious Metals Fund (FKRCX). 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 | FKRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.28 | 2.85 | -0.57 |
Sortino ratioReturn per unit of downside risk | 2.50 | 3.01 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.43 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 3.32 | 3.93 | -0.61 |
Martin ratioReturn relative to average drawdown | 12.32 | 14.65 | -2.34 |
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 | FKRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.28 | 2.85 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.74 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.55 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.19 | +0.04 |
Correlation
The correlation between FSAGX and FKRCX is 0.91, 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. FKRCX - Dividend Comparison
FSAGX's dividend yield for the trailing twelve months is around 1.99%, less than FKRCX's 10.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | 1.99% | 2.17% | 3.62% | 0.99% | 0.36% | 1.60% | 4.40% | 0.40% | 0.00% | 0.22% | 3.57% |
FKRCX Franklin Gold and Precious Metals Fund | 10.16% | 10.75% | 13.44% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.37% | 8.73% |
Drawdowns
FSAGX vs. FKRCX - Drawdown Comparison
The maximum FSAGX drawdown since its inception was -77.21%, roughly equal to the maximum FKRCX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for FSAGX and FKRCX.
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Drawdown Indicators
| FSAGX | FKRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.21% | -78.85% | +1.64% |
Max Drawdown (1Y)Largest decline over 1 year | -29.85% | -31.15% | +1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -45.94% | -48.79% | +2.85% |
Max Drawdown (10Y)Largest decline over 10 years | -50.57% | -49.54% | -1.03% |
Current DrawdownCurrent decline from peak | -20.11% | -21.42% | +1.31% |
Average DrawdownAverage peak-to-trough decline | -33.41% | -33.79% | +0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.05% | 8.36% | -0.31% |
Volatility
FSAGX vs. FKRCX - Volatility Comparison
Fidelity Select Gold Portfolio (FSAGX) and Franklin Gold and Precious Metals Fund (FKRCX) have volatilities of 17.46% and 18.27%, 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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Volatility by Period
| FSAGX | FKRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.46% | 18.27% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 35.68% | 35.19% | +0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.20% | 43.05% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.90% | 33.27% | -0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.13% | 32.90% | +0.23% |