OPGSX vs. FKRCX

In the year-to-date period, OPGSX achieves a 41.41% return, which is significantly lower than FKRCX's 57.82% return. Over the past 10 years, OPGSX has outperformed FKRCX with an annualized return of 11.90%, while FKRCX has yielded a comparatively lower 10.73% annualized return.

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OPGSX has a 1.05% expense ratio, which is higher than FKRCX's 0.88% expense ratio.

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.

The current OPGSX Sharpe Ratio is 1.41, which is comparable to the FKRCX Sharpe Ratio of 1.97. The chart below compares the historical Sharpe Ratios of OPGSX and FKRCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OPGSX's dividend yield for the trailing twelve months is around 0.61%, less than FKRCX's 8.52% yield.

The maximum OPGSX drawdown since its inception was -81.04%, roughly equal to the maximum FKRCX drawdown of -80.23%. Use the drawdown chart below to compare losses from any high point for OPGSX and FKRCX. For additional features, visit the drawdowns tool.

The current volatility for Invesco Gold & Special Minerals Fund (OPGSX) is 10.73%, while Franklin Gold and Precious Metals Fund (FKRCX) has a volatility of 12.85%. 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.