Correlation
The correlation between FSAGX and VGPMX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
FSAGX vs. VGPMX
Compare and contrast key facts about Fidelity Select Gold Portfolio (FSAGX) and Vanguard Global Capital Cycles Fund (VGPMX).
FSAGX is managed by Fidelity. It was launched on Dec 15, 1985. VGPMX is managed by Vanguard. It was launched on May 23, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSAGX or VGPMX.
Performance
FSAGX vs. VGPMX - Performance Comparison
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Key characteristics
FSAGX:
1.67
VGPMX:
0.86
FSAGX:
2.17
VGPMX:
1.15
FSAGX:
1.29
VGPMX:
1.16
FSAGX:
0.98
VGPMX:
0.27
FSAGX:
6.70
VGPMX:
3.57
FSAGX:
7.78%
VGPMX:
4.14%
FSAGX:
31.50%
VGPMX:
19.22%
FSAGX:
-77.21%
VGPMX:
-83.63%
FSAGX:
-24.81%
VGPMX:
-45.21%
Returns By Period
In the year-to-date period, FSAGX achieves a 49.35% return, which is significantly higher than VGPMX's 18.99% return. Over the past 10 years, FSAGX has outperformed VGPMX with an annualized return of 9.07%, while VGPMX has yielded a comparatively lower 7.01% annualized return.
FSAGX
49.35%
3.12%
38.87%
51.92%
14.76%
7.31%
9.07%
VGPMX
18.99%
5.63%
13.61%
16.36%
10.69%
18.56%
7.01%
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FSAGX vs. VGPMX - Expense Ratio Comparison
FSAGX has a 0.76% expense ratio, which is higher than VGPMX's 0.36% expense ratio.
Risk-Adjusted Performance
FSAGX vs. VGPMX — Risk-Adjusted Performance Rank
FSAGX
VGPMX
FSAGX vs. VGPMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Gold Portfolio (FSAGX) and Vanguard Global Capital Cycles Fund (VGPMX). 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.
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Dividends
FSAGX vs. VGPMX - Dividend Comparison
FSAGX's dividend yield for the trailing twelve months is around 2.31%, more than VGPMX's 2.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | 2.31% | 3.62% | 0.99% | 0.36% | 1.60% | 4.40% | 0.54% | 0.00% | 0.22% | 3.57% | 0.00% |
VGPMX Vanguard Global Capital Cycles Fund | 2.11% | 2.68% | 3.22% | 3.27% | 3.26% | 2.03% | 2.39% | 3.01% | 0.02% | 1.71% | 2.33% |
Drawdowns
FSAGX vs. VGPMX - Drawdown Comparison
The maximum FSAGX drawdown since its inception was -77.21%, smaller than the maximum VGPMX drawdown of -83.63%. Use the drawdown chart below to compare losses from any high point for FSAGX and VGPMX.
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Volatility
FSAGX vs. VGPMX - Volatility Comparison
Fidelity Select Gold Portfolio (FSAGX) has a higher volatility of 13.26% compared to Vanguard Global Capital Cycles Fund (VGPMX) at 3.36%. This indicates that FSAGX's price experiences larger fluctuations and is considered to be riskier than VGPMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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