First Eagle Global Fund Class C (FESGX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FESGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FESGX
FESGX charges 1.86% annually. There are 67 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | FESGX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | FESGX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | FESGX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | FESGX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | FESGX vs JNSMX |
Best Risk-Adjusted Alternatives to FESGX
FESGX has a PortfoliosLab risk / return rank of 53. There are 52 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | FESGX vs TIBAX | |
| GMO Benchmark-Free Fund | 96 | — | Jun 2011 | FESGX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 96 | — | Jul 2003 | FESGX vs GBMFX | |
| GMO Implementation Fund | 96 | — | Feb 2012 | FESGX vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 95 | — | Jul 2019 | FESGX vs PDSYX |
Top Performing FESGX Alternatives (YTD)
FESGX is at 5.87% YTD. There are 69 mutual funds in the Global Allocation category with higher YTD returns, going as high as 22.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Dynamic Income Fund | 22.73% | — | Jun 2007 | FESGX vs CHW | |
| Calamos Global Total Return Fund | 18.43% | — | Oct 2005 | FESGX vs CGO | |
| Thornburg Investment Income Builder Fund | 16.76% | — | Dec 2002 | FESGX vs TIBAX | |
| Calamos Global Opportunities Fund | 15.85% | — | Sep 1996 | FESGX vs CVLOX | |
| Wilmington Real Asset Fund | 15.28% | — | Jun 2003 | FESGX vs WMRIX |
Lowest Volatility Alternatives to FESGX
FESGX has 11.79% 1-year volatility. There are 66 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | FESGX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | FESGX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.64% | — | Mar 2011 | FESGX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.87% | — | Sep 2011 | FESGX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | FESGX vs PMFYX |
Lowest Drawdown Alternatives to FESGX
FESGX has a 1-year max drawdown of -10.58%. There are 71 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | FESGX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | FESGX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | FESGX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | FESGX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | FESGX vs MSTGX |
Other Mutual Funds from First Eagle
The 10 most viewed First Eagle mutual funds shown here include SGENX, SGIIX, SGGDX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| First Eagle Global Fund Class A | Global Equities | 58 | 6.30% | — | Jan 1979 | FESGX vs SGENX | |
| First Eagle Global Fund Class I | Global Equities | 60 | 6.44% | — | — | FESGX vs SGIIX | |
| First Eagle Gold Fund | Gold, Precious Metals | 20 | -10.36% | — | Aug 1993 | FESGX vs SGGDX | |
| First Eagle Overseas Fund Class I | Large Cap Blend Equities, Foreign Large Cap Equities | 64 | 8.46% | — | — | FESGX vs SGOIX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 63 | 8.33% | — | Aug 1993 | FESGX vs SGOVX | |
| First Eagle Gold Fund Class I | Gold, Commodities, Precious Metals | 20 | -10.25% | — | Aug 1993 | FESGX vs FEGIX | |
| First Eagle High Income Fund | High Yield Bonds | 72 | 3.67% | — | Nov 2007 | FESGX vs FEHIX | |
| First Eagle Global Income Builder Fund | Global Allocation | 69 | 7.93% | — | Apr 2012 | FESGX vs FEBIX | |
| First Eagle Fund of America | Large Cap Blend Equities | 52 | 7.22% | — | Mar 1998 | FESGX vs FEAMX | |
| First Eagle Small Cap Opportunity Fund | Small Cap Value Equities | 86 | 27.73% | — | Apr 2021 | FESGX vs FESCX |
Often Compared With FESGX
Investors most often compare FESGX with FEURX, RAPZX, PDRDX. These 16 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FESGX with Any Fund or Stock
Compare FESGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FESGX with funds that move differently
First Eagle Global Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FESGX.
Explore FESGX Diversifiers