VGPMX vs. FSAGX
Compare and contrast key facts about Vanguard Global Capital Cycles Fund (VGPMX) and Fidelity Select Gold Portfolio (FSAGX).
VGPMX is managed by Vanguard. It was launched on May 23, 1984. FSAGX is managed by Fidelity. It was launched on Dec 15, 1985.
Performance
VGPMX vs. FSAGX - Performance Comparison
Loading graphics...
VGPMX vs. FSAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGPMX Vanguard Global Capital Cycles Fund | 4.53% | 65.96% | 5.78% | 10.06% | 7.34% | 19.50% | 17.21% | 20.67% | -32.26% | 13.75% |
FSAGX Fidelity Select Gold Portfolio | 1.81% | 143.05% | 14.97% | -0.37% | -13.46% | -10.44% | 26.83% | 35.50% | -13.00% | 8.63% |
Returns By Period
In the year-to-date period, VGPMX achieves a 4.53% return, which is significantly higher than FSAGX's 1.81% return. Over the past 10 years, VGPMX has underperformed FSAGX with an annualized return of 12.39%, while FSAGX has yielded a comparatively higher 14.04% annualized return.
VGPMX
- 1D
- -0.02%
- 1M
- -10.69%
- YTD
- 4.53%
- 6M
- 17.55%
- 1Y
- 57.21%
- 3Y*
- 24.25%
- 5Y*
- 19.13%
- 10Y*
- 12.39%
FSAGX
- 1D
- -0.23%
- 1M
- -25.44%
- YTD
- 1.81%
- 6M
- 14.65%
- 1Y
- 84.71%
- 3Y*
- 36.44%
- 5Y*
- 20.17%
- 10Y*
- 14.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VGPMX vs. FSAGX - Expense Ratio Comparison
VGPMX has a 0.36% expense ratio, which is lower than FSAGX's 0.76% expense ratio.
Return for Risk
VGPMX vs. FSAGX — Risk / Return Rank
VGPMX
FSAGX
VGPMX vs. FSAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Capital Cycles Fund (VGPMX) 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.
| VGPMX | FSAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.94 | 2.02 | +0.92 |
Sortino ratioReturn per unit of downside risk | 3.51 | 2.29 | +1.23 |
Omega ratioGain probability vs. loss probability | 1.56 | 1.34 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 4.24 | 2.84 | +1.41 |
Martin ratioReturn relative to average drawdown | 17.59 | 10.66 | +6.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VGPMX | FSAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.94 | 2.02 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.12 | 0.62 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.43 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.22 | +0.03 |
Correlation
The correlation between VGPMX and FSAGX is 0.75, 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.
Dividends
VGPMX vs. FSAGX - Dividend Comparison
VGPMX's dividend yield for the trailing twelve months is around 3.73%, more than FSAGX's 2.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGPMX Vanguard Global Capital Cycles Fund | 3.73% | 2.59% | 2.68% | 3.22% | 3.27% | 3.26% | 2.03% | 2.39% | 3.02% | 0.02% | 1.72% | 2.32% |
FSAGX Fidelity Select Gold Portfolio | 2.13% | 2.17% | 3.62% | 0.99% | 0.36% | 1.60% | 4.40% | 0.40% | 0.00% | 0.22% | 3.57% | 0.00% |
Drawdowns
VGPMX vs. FSAGX - Drawdown Comparison
The maximum VGPMX drawdown since its inception was -78.85%, roughly equal to the maximum FSAGX drawdown of -77.21%. Use the drawdown chart below to compare losses from any high point for VGPMX and FSAGX.
Loading graphics...
Drawdown Indicators
| VGPMX | FSAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.85% | -77.21% | -1.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -29.85% | +17.05% |
Max Drawdown (5Y)Largest decline over 5 years | -22.71% | -45.94% | +23.23% |
Max Drawdown (10Y)Largest decline over 10 years | -54.59% | -50.57% | -4.02% |
Current DrawdownCurrent decline from peak | -10.73% | -25.44% | +14.71% |
Average DrawdownAverage peak-to-trough decline | -34.69% | -33.41% | -1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 7.95% | -4.86% |
Volatility
VGPMX vs. FSAGX - Volatility Comparison
The current volatility for Vanguard Global Capital Cycles Fund (VGPMX) is 7.56%, while Fidelity Select Gold Portfolio (FSAGX) has a volatility of 15.39%. This indicates that VGPMX experiences smaller price fluctuations and is considered to be less risky than FSAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VGPMX | FSAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 15.39% | -7.83% |
Volatility (6M)Calculated over the trailing 6-month period | 13.14% | 35.05% | -21.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.28% | 42.73% | -23.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 32.76% | -15.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.65% | 33.05% | -11.40% |