GOLDX vs. BRMKX

In the year-to-date period, GOLDX achieves a 36.59% return, which is significantly higher than BRMKX's 2.62% return. Over the past 10 years, GOLDX has outperformed BRMKX with an annualized return of 10.16%, while BRMKX has yielded a comparatively lower 5.79% annualized return.

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GOLDX has a 1.51% expense ratio, which is higher than BRMKX's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Gabelli Gold Fund (GOLDX) and iShares Russell Mid-Cap Index Fund (BRMKX). 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.

The current GOLDX Sharpe Ratio is 1.31, which is higher than the BRMKX Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of GOLDX and BRMKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GOLDX's dividend yield for the trailing twelve months is around 1.55%, more than BRMKX's 1.53% yield.

The maximum GOLDX drawdown since its inception was -79.86%, which is greater than BRMKX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for GOLDX and BRMKX. For additional features, visit the drawdowns tool.

Gabelli Gold Fund (GOLDX) has a higher volatility of 12.27% compared to iShares Russell Mid-Cap Index Fund (BRMKX) at 5.65%. This indicates that GOLDX's price experiences larger fluctuations and is considered to be riskier than BRMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.