SGGDX vs. OPGSX

The year-to-date returns for both investments are quite close, with SGGDX having a 43.36% return and OPGSX slightly higher at 44.37%. Over the past 10 years, SGGDX has underperformed OPGSX with an annualized return of 10.28%, while OPGSX has yielded a comparatively higher 12.28% annualized return.

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SGGDX has a 1.19% expense ratio, which is higher than OPGSX's 1.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Eagle Gold Fund (SGGDX) and Invesco Gold & Special Minerals Fund (OPGSX). 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.

The current SGGDX Sharpe Ratio is 1.55, which is comparable to the OPGSX Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of SGGDX and OPGSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SGGDX's dividend yield for the trailing twelve months is around 3.67%, more than OPGSX's 0.60% yield.

The maximum SGGDX drawdown since its inception was -70.69%, smaller than the maximum OPGSX drawdown of -80.04%. Use the drawdown chart below to compare losses from any high point for SGGDX and OPGSX.

First Eagle Gold Fund (SGGDX) and Invesco Gold & Special Minerals Fund (OPGSX) have volatilities of 10.59% and 10.34%, 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.