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.
Key characteristics
| FSAGX | VGPMX | |
|---|---|---|
| YTD Return | 28.98% | 9.07% |
| 1Y Return | 31.33% | 13.27% |
| 3Y Return (Ann) | 4.80% | 10.59% |
| 5Y Return (Ann) | 6.32% | 13.65% |
| 10Y Return (Ann) | 4.89% | 4.05% |
| Sharpe Ratio | 1.25 | 1.04 |
| Daily Std Dev | 28.60% | 14.60% |
| Max Drawdown | -77.21% | -79.32% |
| Current Drawdown | -41.07% | -40.06% |
Correlation
The correlation between FSAGX and VGPMX is 0.75, 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.
Performance
FSAGX vs. VGPMX - Performance Comparison
In the year-to-date period, FSAGX achieves a 28.98% return, which is significantly higher than VGPMX's 9.07% return. Over the past 10 years, FSAGX has outperformed VGPMX with an annualized return of 4.89%, while VGPMX has yielded a comparatively lower 4.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
FSAGX vs. VGPMX - Dividend Comparison
FSAGX's dividend yield for the trailing twelve months is around 0.49%, less than VGPMX's 3.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | 0.49% | 0.99% | 0.36% | 1.60% | 4.40% | 0.54% | 0.00% | 0.22% | 3.57% | 0.00% | 0.00% | 0.00% |
VGPMX Vanguard Global Capital Cycles Fund | 3.13% | 3.22% | 3.27% | 3.26% | 2.03% | 2.39% | 3.00% | 0.02% | 1.70% | 2.30% | 0.00% | 0.08% |
Drawdowns
FSAGX vs. VGPMX - Drawdown Comparison
The maximum FSAGX drawdown since its inception was -77.21%, roughly equal to the maximum VGPMX drawdown of -79.32%. Use the drawdown chart below to compare losses from any high point for FSAGX and VGPMX. For additional features, visit the drawdowns tool.
Volatility
FSAGX vs. VGPMX - Volatility Comparison
Fidelity Select Gold Portfolio (FSAGX) has a higher volatility of 8.34% compared to Vanguard Global Capital Cycles Fund (VGPMX) at 5.48%. 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.