OPGSX vs. FKRCX
Compare and contrast key facts about Invesco Gold & Special Minerals Fund (OPGSX) and Franklin Gold and Precious Metals Fund (FKRCX).
OPGSX is managed by Invesco. It was launched on Jul 18, 1983. FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OPGSX or FKRCX.
Correlation
The correlation between OPGSX and FKRCX is 0.93, 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
OPGSX vs. FKRCX - Performance Comparison
Key characteristics
OPGSX:
0.46
FKRCX:
0.17
OPGSX:
0.80
FKRCX:
0.42
OPGSX:
1.10
FKRCX:
1.05
OPGSX:
0.24
FKRCX:
0.08
OPGSX:
1.58
FKRCX:
0.56
OPGSX:
8.03%
FKRCX:
8.85%
OPGSX:
27.89%
FKRCX:
29.86%
OPGSX:
-81.04%
FKRCX:
-78.85%
OPGSX:
-38.22%
FKRCX:
-49.61%
Returns By Period
In the year-to-date period, OPGSX achieves a 13.81% return, which is significantly higher than FKRCX's 4.86% return. Over the past 10 years, OPGSX has outperformed FKRCX with an annualized return of 8.75%, while FKRCX has yielded a comparatively lower 5.79% annualized return.
OPGSX
13.81%
-9.80%
4.70%
12.24%
6.70%
8.75%
FKRCX
4.86%
-19.46%
-6.93%
4.49%
3.59%
5.79%
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OPGSX vs. FKRCX - Expense Ratio Comparison
OPGSX has a 1.05% expense ratio, which is higher than FKRCX's 0.88% expense ratio.
Risk-Adjusted Performance
OPGSX vs. FKRCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Gold & Special Minerals Fund (OPGSX) 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.
Dividends
OPGSX vs. FKRCX - Dividend Comparison
Neither OPGSX nor FKRCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 0.00% | 0.81% | 0.45% | 3.56% | 1.55% | 0.29% | 0.00% | 2.78% | 7.21% | 0.00% | 2.26% |
FKRCX Franklin Gold and Precious Metals Fund | 0.00% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.36% | 8.73% | 0.00% | 1.10% |
Drawdowns
OPGSX vs. FKRCX - Drawdown Comparison
The maximum OPGSX drawdown since its inception was -81.04%, roughly equal to the maximum FKRCX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for OPGSX and FKRCX. For additional features, visit the drawdowns tool.
Volatility
OPGSX vs. FKRCX - Volatility Comparison
The current volatility for Invesco Gold & Special Minerals Fund (OPGSX) is 8.92%, while Franklin Gold and Precious Metals Fund (FKRCX) has a volatility of 13.65%. This indicates that OPGSX experiences smaller price fluctuations and is considered to be less risky than FKRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.