SGGDX vs. EKWAX
Compare and contrast key facts about First Eagle Gold Fund (SGGDX) and Allspring Precious Metals Fund (EKWAX).
SGGDX is managed by First Eagle. It was launched on Aug 30, 1993. EKWAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGGDX or EKWAX.
Correlation
The correlation between SGGDX and EKWAX 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
SGGDX vs. EKWAX - Performance Comparison
Key characteristics
SGGDX:
1.89
EKWAX:
2.44
SGGDX:
2.43
EKWAX:
2.97
SGGDX:
1.33
EKWAX:
1.40
SGGDX:
1.65
EKWAX:
1.65
SGGDX:
7.06
EKWAX:
10.65
SGGDX:
7.25%
EKWAX:
6.89%
SGGDX:
27.02%
EKWAX:
30.08%
SGGDX:
-71.51%
EKWAX:
-77.82%
SGGDX:
-1.25%
EKWAX:
-3.17%
Returns By Period
In the year-to-date period, SGGDX achieves a 44.03% return, which is significantly lower than EKWAX's 51.80% return. Over the past 10 years, SGGDX has underperformed EKWAX with an annualized return of 10.64%, while EKWAX has yielded a comparatively higher 11.87% annualized return.
SGGDX
44.03%
10.69%
20.43%
48.00%
12.56%
10.64%
EKWAX
51.80%
15.70%
27.73%
68.75%
14.46%
11.87%
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SGGDX vs. EKWAX - Expense Ratio Comparison
SGGDX has a 1.19% expense ratio, which is higher than EKWAX's 1.09% expense ratio.
Risk-Adjusted Performance
SGGDX vs. EKWAX — Risk-Adjusted Performance Rank
SGGDX
EKWAX
SGGDX vs. EKWAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Gold Fund (SGGDX) and Allspring Precious Metals Fund (EKWAX). 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
SGGDX vs. EKWAX - Dividend Comparison
SGGDX's dividend yield for the trailing twelve months is around 3.65%, more than EKWAX's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGGDX First Eagle Gold Fund | 3.65% | 5.26% | 0.87% | 0.00% | 0.96% | 1.25% | 0.00% | 0.00% | 0.00% | 0.00% |
EKWAX Allspring Precious Metals Fund | 0.55% | 0.84% | 0.00% | 2.01% | 1.35% | 1.45% | 0.11% | 0.00% | 1.34% | 1.11% |
Drawdowns
SGGDX vs. EKWAX - Drawdown Comparison
The maximum SGGDX drawdown since its inception was -71.51%, smaller than the maximum EKWAX drawdown of -77.82%. Use the drawdown chart below to compare losses from any high point for SGGDX and EKWAX. For additional features, visit the drawdowns tool.
Volatility
SGGDX vs. EKWAX - Volatility Comparison
The current volatility for First Eagle Gold Fund (SGGDX) is 12.81%, while Allspring Precious Metals Fund (EKWAX) has a volatility of 13.95%. This indicates that SGGDX experiences smaller price fluctuations and is considered to be less risky than EKWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.