First Eagle U.S. Value Fund (FEVIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FEVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FEVIX
FEVIX charges 0.83% annually. There are 352 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FEVIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FEVIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FEVIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FEVIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FEVIX vs FYMIX |
Best Risk-Adjusted Alternatives to FEVIX
FEVIX has a PortfoliosLab risk / return rank of 65. There are 245 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FEVIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FEVIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FEVIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FEVIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FEVIX vs FSRRX |
Top Performing FEVIX Alternatives (YTD)
FEVIX is at 4.83% YTD. There are 368 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | FEVIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FEVIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FEVIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FEVIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FEVIX vs BRUFX |
Lowest Volatility Alternatives to FEVIX
FEVIX has 10.74% 1-year volatility. There are 403 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FEVIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FEVIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FEVIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FEVIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FEVIX vs CSTAX |
Lowest Drawdown Alternatives to FEVIX
FEVIX has a 1-year max drawdown of -8.72%. There are 476 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FEVIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FEVIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FEVIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FEVIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FEVIX vs CSTAX |
Other Mutual Funds from First Eagle
The 10 most viewed First Eagle mutual funds shown here include SGENX, SGIIX, SGGDX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| First Eagle Global Fund Class A | Global Allocation | 75 | 8.19% | — | Jan 1979 | FEVIX vs SGENX | |
| First Eagle Global Fund Class I | Global Allocation | 76 | 8.33% | — | Jul 1998 | FEVIX vs SGIIX | |
| First Eagle Gold Fund | Gold, Precious Metals | 34 | -7.30% | — | Aug 1993 | FEVIX vs SGGDX | |
| First Eagle Overseas Fund Class I | Foreign Large Cap Equities | 80 | 12.13% | — | — | FEVIX vs SGOIX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 79 | 11.94% | — | Aug 1993 | FEVIX vs SGOVX | |
| First Eagle Gold Fund Class I | Gold, Commodities, Precious Metals | 34 | -7.16% | — | Aug 1993 | FEVIX vs FEGIX | |
| First Eagle High Income Fund | High Yield Bonds | 70 | 1.88% | — | Nov 2007 | FEVIX vs FEHIX | |
| First Eagle Global Income Builder Fund | Global Allocation | 84 | 10.19% | — | Apr 2012 | FEVIX vs FEBIX | |
| First Eagle Global Fund Class C | Global Allocation | 72 | 7.72% | — | Jan 1979 | FEVIX vs FESGX | |
| First Eagle Small Cap Opportunity Fund | Small Cap Value Equities | 86 | 25.15% | — | Apr 2021 | FEVIX vs FESCX |
Often Compared With FEVIX
Investors most often compare FEVIX with SVAIX, CGDV, IWD. These 19 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FEVIX with Any Fund or Stock
Compare FEVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FEVIX with funds that move differently
First Eagle U.S. Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEVIX.
Explore FEVIX Diversifiers