SGGDX vs. OPGSX
Compare and contrast key facts about First Eagle Gold Fund (SGGDX) and Invesco Gold & Special Minerals Fund (OPGSX).
SGGDX is managed by First Eagle. It was launched on Aug 30, 1993. 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: SGGDX or OPGSX.
Correlation
The correlation between SGGDX and OPGSX is 0.15, 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
SGGDX vs. OPGSX - Performance Comparison
Key characteristics
SGGDX:
1.62
OPGSX:
1.40
SGGDX:
2.16
OPGSX:
1.98
SGGDX:
1.28
OPGSX:
1.25
SGGDX:
1.42
OPGSX:
1.02
SGGDX:
6.01
OPGSX:
5.55
SGGDX:
7.30%
OPGSX:
7.80%
SGGDX:
27.44%
OPGSX:
30.79%
SGGDX:
-71.51%
OPGSX:
-81.04%
SGGDX:
-4.58%
OPGSX:
-15.29%
Returns By Period
The year-to-date returns for both stocks are quite close, with SGGDX having a 39.17% return and OPGSX slightly lower at 38.02%. Over the past 10 years, SGGDX has underperformed OPGSX with an annualized return of 9.92%, while OPGSX has yielded a comparatively higher 11.79% annualized return.
SGGDX
39.17%
14.92%
23.62%
44.01%
9.78%
9.92%
OPGSX
38.02%
20.39%
19.93%
42.80%
10.63%
11.79%
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SGGDX vs. OPGSX - Expense Ratio Comparison
SGGDX has a 1.19% expense ratio, which is higher than OPGSX's 1.05% expense ratio.
Risk-Adjusted Performance
SGGDX vs. OPGSX — Risk-Adjusted Performance Rank
SGGDX
OPGSX
SGGDX vs. OPGSX - Risk-Adjusted Performance Comparison
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.
Dividends
SGGDX vs. OPGSX - Dividend Comparison
SGGDX's dividend yield for the trailing twelve months is around 3.78%, more than OPGSX's 0.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGGDX First Eagle Gold Fund | 3.78% | 5.26% | 0.87% | 0.00% | 0.96% | 1.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
SGGDX vs. OPGSX - Drawdown Comparison
The maximum SGGDX drawdown since its inception was -71.51%, smaller than the maximum OPGSX drawdown of -81.04%. Use the drawdown chart below to compare losses from any high point for SGGDX and OPGSX. For additional features, visit the drawdowns tool.
Volatility
SGGDX vs. OPGSX - Volatility Comparison
The current volatility for First Eagle Gold Fund (SGGDX) is 11.77%, while Invesco Gold & Special Minerals Fund (OPGSX) has a volatility of 13.20%. This indicates that SGGDX experiences smaller price fluctuations and is considered to be less risky than OPGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.