OPGSX vs. SGGDX
Compare and contrast key facts about Invesco Gold & Special Minerals Fund (OPGSX) and First Eagle Gold Fund (SGGDX).
OPGSX is managed by Invesco. It was launched on Jul 18, 1983. SGGDX is managed by First Eagle. It was launched on Aug 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OPGSX or SGGDX.
Correlation
The correlation between OPGSX and SGGDX is 0.92, 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. SGGDX - Performance Comparison
Key characteristics
OPGSX:
1.74
SGGDX:
2.03
OPGSX:
2.30
SGGDX:
2.62
OPGSX:
1.28
SGGDX:
1.33
OPGSX:
0.88
SGGDX:
1.18
OPGSX:
6.26
SGGDX:
7.10
OPGSX:
7.59%
SGGDX:
7.21%
OPGSX:
27.38%
SGGDX:
25.22%
OPGSX:
-81.04%
SGGDX:
-71.51%
OPGSX:
-31.41%
SGGDX:
-14.04%
Returns By Period
In the year-to-date period, OPGSX achieves a 11.76% return, which is significantly lower than SGGDX's 17.15% return. Over the past 10 years, OPGSX has outperformed SGGDX with an annualized return of 9.39%, while SGGDX has yielded a comparatively lower 7.98% annualized return.
OPGSX
11.76%
0.00%
5.32%
41.28%
9.80%
9.39%
SGGDX
17.15%
3.38%
7.89%
44.50%
10.88%
7.98%
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OPGSX vs. SGGDX - Expense Ratio Comparison
OPGSX has a 1.05% expense ratio, which is lower than SGGDX's 1.19% expense ratio.
Risk-Adjusted Performance
OPGSX vs. SGGDX — Risk-Adjusted Performance Rank
OPGSX
SGGDX
OPGSX vs. SGGDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Gold & Special Minerals Fund (OPGSX) and First Eagle Gold Fund (SGGDX). 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. SGGDX - Dividend Comparison
OPGSX's dividend yield for the trailing twelve months is around 0.77%, less than SGGDX's 4.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPGSX Invesco Gold & Special Minerals Fund | 0.77% | 0.86% | 0.81% | 0.45% | 3.56% | 1.55% | 0.29% | 0.00% | 2.78% | 7.21% | 0.00% | 2.26% |
SGGDX First Eagle Gold Fund | 4.49% | 5.26% | 0.87% | 0.00% | 0.96% | 1.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OPGSX vs. SGGDX - Drawdown Comparison
The maximum OPGSX drawdown since its inception was -81.04%, which is greater than SGGDX's maximum drawdown of -71.51%. Use the drawdown chart below to compare losses from any high point for OPGSX and SGGDX. For additional features, visit the drawdowns tool.
Volatility
OPGSX vs. SGGDX - Volatility Comparison
Invesco Gold & Special Minerals Fund (OPGSX) has a higher volatility of 8.25% compared to First Eagle Gold Fund (SGGDX) at 7.38%. This indicates that OPGSX's price experiences larger fluctuations and is considered to be riskier than SGGDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.