OPGSX vs. FTHNX
Compare and contrast key facts about Invesco Gold & Special Minerals Fund (OPGSX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX).
OPGSX is managed by Invesco. It was launched on Jul 18, 1983. FTHNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OPGSX or FTHNX.
Correlation
The correlation between OPGSX and FTHNX is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
OPGSX vs. FTHNX - Performance Comparison
Key characteristics
OPGSX:
0.46
FTHNX:
0.51
OPGSX:
0.80
FTHNX:
0.79
OPGSX:
1.10
FTHNX:
1.11
OPGSX:
0.24
FTHNX:
0.63
OPGSX:
1.58
FTHNX:
2.42
OPGSX:
8.03%
FTHNX:
3.88%
OPGSX:
27.89%
FTHNX:
18.38%
OPGSX:
-81.04%
FTHNX:
-37.78%
OPGSX:
-38.22%
FTHNX:
-14.50%
Returns By Period
In the year-to-date period, OPGSX achieves a 13.81% return, which is significantly higher than FTHNX's 9.37% return.
OPGSX
13.81%
-9.80%
4.70%
12.24%
6.70%
8.75%
FTHNX
9.37%
-13.46%
2.38%
8.84%
11.02%
N/A
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OPGSX vs. FTHNX - Expense Ratio Comparison
OPGSX has a 1.05% expense ratio, which is higher than FTHNX's 1.03% expense ratio.
Risk-Adjusted Performance
OPGSX vs. FTHNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Gold & Special Minerals Fund (OPGSX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX). 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. FTHNX - Dividend Comparison
Neither OPGSX nor FTHNX 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% |
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.00% | 0.76% | 0.45% | 0.15% | 0.11% | 0.11% | 0.21% | 0.09% | 0.36% | 1.65% | 0.00% |
Drawdowns
OPGSX vs. FTHNX - Drawdown Comparison
The maximum OPGSX drawdown since its inception was -81.04%, which is greater than FTHNX's maximum drawdown of -37.78%. Use the drawdown chart below to compare losses from any high point for OPGSX and FTHNX. For additional features, visit the drawdowns tool.
Volatility
OPGSX vs. FTHNX - Volatility Comparison
Invesco Gold & Special Minerals Fund (OPGSX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) have volatilities of 8.92% and 8.68%, 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.