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.
Key characteristics
| OPGSX | FKRCX | |
|---|---|---|
| YTD Return | 23.42% | 30.21% |
| 1Y Return | 29.58% | 38.78% |
| 3Y Return (Ann) | 7.00% | 4.13% |
| 5Y Return (Ann) | 9.47% | 9.02% |
| 10Y Return (Ann) | 8.28% | 5.62% |
| Sharpe Ratio | 0.99 | 1.38 |
| Daily Std Dev | 28.45% | 27.49% |
| Max Drawdown | -79.63% | -78.85% |
| Current Drawdown | -23.02% | -37.43% |
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
In the year-to-date period, OPGSX achieves a 23.42% return, which is significantly lower than FKRCX's 30.21% return. Over the past 10 years, OPGSX has outperformed FKRCX with an annualized return of 8.28%, while FKRCX has yielded a comparatively lower 5.62% 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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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
OPGSX's dividend yield for the trailing twelve months is around 0.66%, less than FKRCX's 2.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 0.66% | 0.81% | 0.45% | 3.56% | 1.55% | 0.29% | 0.00% | 3.63% | 13.03% | 0.00% | 3.26% |
FKRCX Franklin Gold and Precious Metals Fund | 2.39% | 3.11% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.37% | 8.73% | 0.00% | 1.10% |
Drawdowns
OPGSX vs. FKRCX - Drawdown Comparison
The maximum OPGSX drawdown since its inception was -79.63%, 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
Invesco Gold & Special Minerals Fund (OPGSX) and Franklin Gold and Precious Metals Fund (FKRCX) have volatilities of 9.06% and 9.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.