OPGSX vs. HMY
Compare and contrast key facts about Invesco Gold & Special Minerals Fund (OPGSX) and Harmony Gold Mining Company Limited (HMY).
OPGSX is managed by Invesco. It was launched on Jul 18, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OPGSX or HMY.
Correlation
The correlation between OPGSX and HMY is 0.10, 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. HMY - Performance Comparison
Key characteristics
OPGSX:
1.40
HMY:
1.28
OPGSX:
1.98
HMY:
1.90
OPGSX:
1.25
HMY:
1.24
OPGSX:
1.02
HMY:
1.44
OPGSX:
5.55
HMY:
4.73
OPGSX:
7.80%
HMY:
15.32%
OPGSX:
30.79%
HMY:
57.98%
OPGSX:
-81.04%
HMY:
-97.05%
OPGSX:
-15.29%
HMY:
-15.40%
Returns By Period
In the year-to-date period, OPGSX achieves a 38.02% return, which is significantly lower than HMY's 86.76% return. Over the past 10 years, OPGSX has underperformed HMY with an annualized return of 11.79%, while HMY has yielded a comparatively higher 25.26% annualized return.
OPGSX
38.02%
20.39%
19.93%
42.80%
10.63%
11.79%
HMY
86.76%
18.22%
46.59%
73.77%
35.49%
25.26%
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Risk-Adjusted Performance
OPGSX vs. HMY — Risk-Adjusted Performance Rank
OPGSX
HMY
OPGSX vs. HMY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Gold & Special Minerals Fund (OPGSX) and Harmony Gold Mining Company Limited (HMY). 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. HMY - Dividend Comparison
OPGSX's dividend yield for the trailing twelve months is around 0.63%, less than HMY's 1.13% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 0.63% | 0.86% | 0.81% | 0.45% | 3.56% | 1.55% | 0.29% | 0.00% | 2.78% | 7.21% | 0.00% | 2.26% |
HMY Harmony Gold Mining Company Limited | 1.13% | 1.58% | 0.65% | 1.15% | 2.24% | 0.00% | 0.00% | 0.00% | 3.48% | 1.67% | 0.00% | 0.00% |
Drawdowns
OPGSX vs. HMY - Drawdown Comparison
The maximum OPGSX drawdown since its inception was -81.04%, smaller than the maximum HMY drawdown of -97.05%. Use the drawdown chart below to compare losses from any high point for OPGSX and HMY. For additional features, visit the drawdowns tool.
Volatility
OPGSX vs. HMY - Volatility Comparison
The current volatility for Invesco Gold & Special Minerals Fund (OPGSX) is 13.20%, while Harmony Gold Mining Company Limited (HMY) has a volatility of 23.20%. This indicates that OPGSX experiences smaller price fluctuations and is considered to be less risky than HMY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.