First Eagle Global Fund Class I (SGIIX) 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 SGIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGIIX
SGIIX charges 0.86% annually. There are 87 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 Equity Allocation Fund | 0.01% | — | Nov 1996 | SGIIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | SGIIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | SGIIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | SGIIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | SGIIX vs VTWAX |
Best Risk-Adjusted Alternatives to SGIIX
SGIIX has a PortfoliosLab risk / return rank of 60. There are 77 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | SGIIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | SGIIX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | SGIIX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | SGIIX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | SGIIX vs FMIEX |
Top Performing SGIIX Alternatives (YTD)
SGIIX is at 6.44% YTD. There are 187 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | SGIIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | SGIIX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | SGIIX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | SGIIX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | SGIIX vs PGVFX |
Lowest Volatility Alternatives to SGIIX
SGIIX has 11.79% 1-year volatility. There are 35 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | SGIIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | SGIIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | SGIIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | SGIIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | SGIIX vs SGMAX |
Lowest Drawdown Alternatives to SGIIX
SGIIX has a 1-year max drawdown of -10.52%. There are 120 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 | SGIIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | SGIIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | SGIIX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | SGIIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | SGIIX vs CSUAX |
Other Mutual Funds from First Eagle
The 10 most viewed First Eagle mutual funds shown here include SGENX, SGGDX, SGOIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| First Eagle Global Fund Class A | Global Equities | 58 | 6.30% | — | Jan 1979 | SGIIX vs SGENX | |
| First Eagle Gold Fund | Gold, Precious Metals | 20 | -10.36% | — | Aug 1993 | SGIIX vs SGGDX | |
| First Eagle Overseas Fund Class I | Large Cap Blend Equities, Foreign Large Cap Equities | 64 | 8.46% | — | — | SGIIX vs SGOIX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 63 | 8.33% | — | Aug 1993 | SGIIX vs SGOVX | |
| First Eagle Gold Fund Class I | Gold, Commodities, Precious Metals | 20 | -10.25% | — | Aug 1993 | SGIIX vs FEGIX | |
| First Eagle High Income Fund | High Yield Bonds | 72 | 3.67% | — | Nov 2007 | SGIIX vs FEHIX | |
| First Eagle Global Income Builder Fund | Global Allocation | 69 | 7.93% | — | Apr 2012 | SGIIX vs FEBIX | |
| First Eagle Global Fund Class C | Global Allocation | 53 | 5.87% | — | Jan 1979 | SGIIX vs FESGX | |
| First Eagle Fund of America | Large Cap Blend Equities | 52 | 7.22% | — | Mar 1998 | SGIIX vs FEAMX | |
| First Eagle Small Cap Opportunity Fund | Small Cap Value Equities | 86 | 27.73% | — | Apr 2021 | SGIIX vs FESCX |
Often Compared With SGIIX
Investors most often compare SGIIX with SPY, VOO, FEGE. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare SGIIX with Any Fund or Stock
Compare SGIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGIIX with funds that move differently
First Eagle Global Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGIIX.
Explore SGIIX Diversifiers