First Eagle Global Fund Class A (SGENX) 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 SGENX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGENX
SGENX charges 1.10% annually. There are 52 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 | SGENX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | SGENX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | SGENX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | SGENX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | SGENX vs JNSMX |
Best Risk-Adjusted Alternatives to SGENX
SGENX has a PortfoliosLab risk / return rank of 72. There are 39 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 | SGENX vs TIBAX | |
| GMO Benchmark-Free Fund | 97 | — | Jun 2011 | SGENX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 97 | — | Jul 2003 | SGENX vs GBMFX | |
| GMO Implementation Fund | 97 | — | Feb 2012 | SGENX vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | SGENX vs PDSYX |
Top Performing SGENX Alternatives (YTD)
SGENX is at 8.15% YTD. There are 41 mutual funds in the Global Allocation category with higher YTD returns, going as high as 18.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 18.98% | — | Dec 2002 | SGENX vs TIBAX | |
| Calamos Global Total Return Fund | 17.25% | — | Oct 2005 | SGENX vs CGO | |
| Calamos Global Dynamic Income Fund | 16.99% | — | Jun 2007 | SGENX vs CHW | |
| Wilmington Real Asset Fund | 16.46% | — | Jun 2003 | SGENX vs WMRIX | |
| Nuveen Multi-Asset Income Fund | 15.72% | — | Nov 2021 | SGENX vs NMAI |
Lowest Volatility Alternatives to SGENX
SGENX has 11.82% 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 | SGENX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.42% | — | Dec 2017 | SGENX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | — | Mar 2011 | SGENX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.79% | — | Sep 2011 | SGENX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | SGENX vs PMFYX |
Lowest Drawdown Alternatives to SGENX
SGENX has a 1-year max drawdown of -10.53%. There are 72 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 | SGENX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -3.48% | — | Mar 2011 | SGENX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | SGENX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | SGENX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | SGENX vs MSTGX |
Other Mutual Funds from First Eagle
The 10 most viewed First Eagle mutual funds shown here include SGIIX, SGGDX, SGOIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| First Eagle Global Fund Class I | Global Allocation | 73 | 8.30% | — | Jul 1998 | SGENX vs SGIIX | |
| First Eagle Gold Fund | Gold, Precious Metals | 26 | -9.65% | — | Aug 1993 | SGENX vs SGGDX | |
| First Eagle Overseas Fund Class I | Foreign Large Cap Equities | 77 | 11.27% | — | — | SGENX vs SGOIX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 76 | 11.09% | — | Aug 1993 | SGENX vs SGOVX | |
| First Eagle Gold Fund Class I | Gold, Commodities, Precious Metals | 26 | -9.53% | — | Aug 1993 | SGENX vs FEGIX | |
| First Eagle Global Income Builder Fund | Global Allocation | 82 | 9.61% | — | Apr 2012 | SGENX vs FEBIX | |
| First Eagle High Income Fund | High Yield Bonds | 57 | 1.75% | — | Nov 2007 | SGENX vs FEHIX | |
| First Eagle Global Fund Class C | Global Allocation | 68 | 7.68% | — | Jan 1979 | SGENX vs FESGX | |
| First Eagle Small Cap Opportunity Fund | Small Cap Value Equities | 87 | 25.67% | — | Apr 2021 | SGENX vs FESCX | |
| First Eagle Fund of America | Large Cap Blend Equities | 66 | 9.40% | — | Mar 1998 | SGENX vs FEAMX |
Often Compared With SGENX
Investors most often compare SGENX with VOO, SPY, FSPSX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare SGENX with Any Fund or Stock
Compare SGENX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGENX with funds that move differently
First Eagle Global Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGENX.
Explore SGENX Diversifiers