First Eagle Global Fund Class A (SGENX) belongs to the Global Equities 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 1.11% annually. There are 169 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | SGENX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | SGENX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | SGENX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | SGENX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | SGENX vs VTWAX |
Best Risk-Adjusted Alternatives to SGENX
SGENX has a PortfoliosLab risk / return rank of 52. There are 94 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | SGENX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | SGENX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | SGENX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | SGENX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | SGENX vs PGVFX |
Top Performing SGENX Alternatives (YTD)
SGENX is at 6.18% YTD. There are 193 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | SGENX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | SGENX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | SGENX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | SGENX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | SGENX vs YFSNX |
Lowest Volatility Alternatives to SGENX
SGENX has 11.77% 1-year volatility. There are 36 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | SGENX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | SGENX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | SGENX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | SGENX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | SGENX vs SGMAX |
Lowest Drawdown Alternatives to SGENX
SGENX has a 1-year max drawdown of -10.53%. There are 122 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | SGENX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | SGENX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | SGENX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | SGENX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | SGENX vs CSUAX |
Other Mutual Funds from First Eagle
The 10 most viewed First Eagle mutual funds shown here include SGIIX, SGGDX, SGOIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| First Eagle Global Fund Class I | Global Equities | 53 | 6.31% | — | — | SGENX vs SGIIX | |
| First Eagle Gold Fund | Gold, Precious Metals | 23 | -8.70% | — | Aug 1993 | SGENX vs SGGDX | |
| First Eagle Overseas Fund Class I | Large Cap Blend Equities, Foreign Large Cap Equities | 61 | 8.37% | — | — | SGENX vs SGOIX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 60 | 8.23% | — | Aug 1993 | SGENX vs SGOVX | |
| First Eagle Gold Fund Class I | Gold, Commodities, Precious Metals | 23 | -8.58% | — | Aug 1993 | SGENX vs FEGIX | |
| First Eagle High Income Fund | High Yield Bonds | 25 | 3.80% | — | Nov 2007 | SGENX vs FEHIX | |
| First Eagle Global Income Builder Fund | Global Allocation | 67 | 8.06% | — | Apr 2012 | SGENX vs FEBIX | |
| First Eagle Global Fund Class C | Global Allocation | 47 | 5.76% | — | Jan 1979 | SGENX vs FESGX | |
| First Eagle Fund of America | Large Cap Blend Equities | 51 | 7.70% | — | Mar 1998 | SGENX vs FEAMX | |
| First Eagle Small Cap Opportunity Fund | Small Cap Value Equities | 83 | 28.34% | — | Apr 2021 | SGENX vs FESCX |
Often Compared With SGENX
Investors most often compare SGENX with VOO, SPY, TIBAX. These 20 comparison targets span 11 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