First Eagle U.S. Value Fund (FEVIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FEVIX
FEVIX charges 0.83% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FEVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FEVIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FEVIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FEVIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FEVIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FEVIX vs BWBIX |
Best Risk-Adjusted Alternatives to FEVIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FEVIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FEVIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FEVIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FEVIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FEVIX vs PMAIX |
Top Performing FEVIX Alternatives (YTD)
FEVIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FEVIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FEVIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FEVIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FEVIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FEVIX vs CONWX |
Lowest Volatility Alternatives to FEVIX
FEVIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FEVIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FEVIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FEVIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FEVIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FEVIX vs SICIX |
Lowest Drawdown Alternatives to FEVIX
FEVIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FEVIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FEVIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FEVIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FEVIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FEVIX vs SICIX |
Other Mutual Funds from First Eagle
Most popular First Eagle mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| First Eagle Global Fund Class I | Global Equities | 86 | -0.43% | — | FEVIX vs SGIIX | |
| First Eagle Global Fund Class A | Global Equities | 85 | -0.50% | Jan 1, 1979 | FEVIX vs SGENX | |
| First Eagle Gold Fund | Precious Metals | 90 | 2.57% | Aug 30, 1993 | FEVIX vs SGGDX | |
| First Eagle Gold Fund Class I | Precious Metals, Commodities | 90 | 2.63% | Aug 31, 1993 | FEVIX vs FEGIX | |
| First Eagle Overseas Fund Class I | Large Cap Blend Equities, Foreign Large Cap Equities | 89 | 1.44% | — | FEVIX vs SGOIX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 89 | 1.35% | Aug 31, 1993 | FEVIX vs SGOVX | |
| First Eagle Global Income Builder Fund | Global Allocation | 93 | 2.85% | Apr 30, 2012 | FEVIX vs FEBIX | |
| First Eagle High Income Fund | High Yield Bonds | 3 | -0.97% | Nov 19, 2007 | FEVIX vs FEHIX | |
| First Eagle Small Cap Opportunity Fund | Small Cap Value Equities | 71 | 3.36% | Apr 26, 2021 | FEVIX vs FESCX | |
| First Eagle Fund of America | Large Cap Blend Equities | 70 | -2.22% | Mar 2, 1998 | FEVIX vs FEAMX |
Often Compared With FEVIX
What investors most often compare with FEVIX, 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.