First Eagle Global Fund Class A (SGENX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SGENX
SGENX charges 1.11% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among SGENX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | SGENX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | SGENX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | SGENX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | SGENX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | SGENX vs VMNVX |
Best Risk-Adjusted Alternatives to SGENX
Among mutual funds in the Global Equities 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | SGENX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | SGENX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | SGENX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | SGENX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | SGENX vs GLIFX |
Top Performing SGENX Alternatives (YTD)
SGENX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | SGENX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | SGENX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | SGENX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | SGENX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | SGENX vs GQRIX |
Lowest Volatility Alternatives to SGENX
SGENX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | SGENX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | SGENX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | SGENX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | SGENX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | SGENX vs GLIFX |
Lowest Drawdown Alternatives to SGENX
SGENX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | SGENX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | SGENX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | SGENX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | SGENX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | SGENX vs FGIAX |
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% | — | SGENX vs SGIIX | |
| First Eagle Gold Fund | Precious Metals | 90 | 2.57% | Aug 30, 1993 | SGENX vs SGGDX | |
| First Eagle Gold Fund Class I | Precious Metals, Commodities | 90 | 2.63% | Aug 31, 1993 | SGENX vs FEGIX | |
| First Eagle Overseas Fund Class I | Large Cap Blend Equities, Foreign Large Cap Equities | 89 | 1.44% | — | SGENX vs SGOIX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 89 | 1.35% | Aug 31, 1993 | SGENX vs SGOVX | |
| First Eagle Global Income Builder Fund | Global Allocation | 93 | 2.85% | Apr 30, 2012 | SGENX vs FEBIX | |
| First Eagle High Income Fund | High Yield Bonds | 3 | -0.97% | Nov 19, 2007 | SGENX vs FEHIX | |
| First Eagle U.S. Value Fund | Diversified Portfolio | 77 | -0.55% | Sep 3, 2001 | SGENX vs FEVIX | |
| First Eagle Small Cap Opportunity Fund | Small Cap Value Equities | 71 | 3.36% | Apr 26, 2021 | SGENX vs FESCX | |
| First Eagle Fund of America | Large Cap Blend Equities | 70 | -2.22% | Mar 2, 1998 | SGENX vs FEAMX |
Often Compared With SGENX
What investors most often compare with SGENX, 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.