SGDLX vs. FSAGX
Compare and contrast key facts about Sprott Gold Equity Fund (SGDLX) and Fidelity Select Gold Portfolio (FSAGX).
SGDLX is managed by Sprott. It was launched on Jun 28, 1998. FSAGX is managed by Fidelity. It was launched on Dec 15, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGDLX or FSAGX.
Correlation
The correlation between SGDLX and FSAGX is 0.95, 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
SGDLX vs. FSAGX - Performance Comparison
Key characteristics
SGDLX:
1.36
FSAGX:
1.10
SGDLX:
1.95
FSAGX:
1.59
SGDLX:
1.23
FSAGX:
1.20
SGDLX:
0.61
FSAGX:
0.49
SGDLX:
5.14
FSAGX:
4.09
SGDLX:
7.10%
FSAGX:
7.62%
SGDLX:
26.70%
FSAGX:
28.24%
SGDLX:
-76.09%
FSAGX:
-77.21%
SGDLX:
-41.16%
FSAGX:
-46.50%
Returns By Period
The year-to-date returns for both investments are quite close, with SGDLX having a 6.17% return and FSAGX slightly higher at 6.27%. Both investments have delivered pretty close results over the past 10 years, with SGDLX having a 3.99% annualized return and FSAGX not far ahead at 4.03%.
SGDLX
6.17%
0.40%
2.74%
32.88%
6.39%
3.99%
FSAGX
6.27%
0.50%
-1.08%
28.19%
4.14%
4.03%
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SGDLX vs. FSAGX - Expense Ratio Comparison
SGDLX has a 1.44% expense ratio, which is higher than FSAGX's 0.76% expense ratio.
Risk-Adjusted Performance
SGDLX vs. FSAGX — Risk-Adjusted Performance Rank
SGDLX
FSAGX
SGDLX vs. FSAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sprott Gold Equity Fund (SGDLX) and Fidelity Select Gold Portfolio (FSAGX). 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
SGDLX vs. FSAGX - Dividend Comparison
SGDLX has not paid dividends to shareholders, while FSAGX's dividend yield for the trailing twelve months is around 3.41%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
SGDLX Sprott Gold Equity Fund | 0.00% | 0.00% | 0.00% | 0.12% | 0.00% | 0.00% | 0.00% |
FSAGX Fidelity Select Gold Portfolio | 3.41% | 3.62% | 0.99% | 0.36% | 1.59% | 4.40% | 0.26% |
Drawdowns
SGDLX vs. FSAGX - Drawdown Comparison
The maximum SGDLX drawdown since its inception was -76.09%, roughly equal to the maximum FSAGX drawdown of -77.21%. Use the drawdown chart below to compare losses from any high point for SGDLX and FSAGX. For additional features, visit the drawdowns tool.
Volatility
SGDLX vs. FSAGX - Volatility Comparison
Sprott Gold Equity Fund (SGDLX) and Fidelity Select Gold Portfolio (FSAGX) have volatilities of 8.43% and 8.34%, 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.