First Eagle Overseas Fund Class I (SGOIX) Alternatives
First Eagle Overseas Fund Class I (SGOIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SGOIX. 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 SGOIX
SGOIX charges 0.88% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SGOIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | SGOIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | SGOIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | SGOIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | SGOIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | SGOIX vs SSSYX |
Best Risk-Adjusted Alternatives to SGOIX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | SGOIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | SGOIX vs POGSX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | SGOIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | SGOIX vs DHAMX | |
| Permanent Portfolio Aggressive Growth Fund Class A | 86 | Jan 2, 1990 | SGOIX vs PAGDX |
Top Performing SGOIX Alternatives (YTD)
SGOIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | SGOIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | SGOIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | SGOIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | SGOIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | SGOIX vs RCKSX |
Lowest Volatility Alternatives to SGOIX
SGOIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | SGOIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | SGOIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | SGOIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | SGOIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | SGOIX vs QUERX |
Lowest Drawdown Alternatives to SGOIX
SGOIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | SGOIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | SGOIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | SGOIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | SGOIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | SGOIX vs GQEIX |
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% | — | SGOIX vs SGIIX | |
| First Eagle Global Fund Class A | Global Equities | 85 | -0.50% | Jan 1, 1979 | SGOIX vs SGENX | |
| First Eagle Gold Fund | Precious Metals | 90 | 2.57% | Aug 30, 1993 | SGOIX vs SGGDX | |
| First Eagle Gold Fund Class I | Precious Metals, Commodities | 90 | 2.63% | Aug 31, 1993 | SGOIX vs FEGIX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 89 | 1.35% | Aug 31, 1993 | SGOIX vs SGOVX | |
| First Eagle Global Income Builder Fund | Global Allocation | 93 | 2.85% | Apr 30, 2012 | SGOIX vs FEBIX | |
| First Eagle High Income Fund | High Yield Bonds | 3 | -0.97% | Nov 19, 2007 | SGOIX vs FEHIX | |
| First Eagle U.S. Value Fund | Diversified Portfolio | 77 | -0.55% | Sep 3, 2001 | SGOIX vs FEVIX | |
| First Eagle Small Cap Opportunity Fund | Small Cap Value Equities | 71 | 3.36% | Apr 26, 2021 | SGOIX vs FESCX | |
| First Eagle Fund of America | Large Cap Blend Equities | 70 | -2.22% | Mar 2, 1998 | SGOIX vs FEAMX |
Often Compared With SGOIX
What investors most often compare with SGOIX, based on PortfoliosLab usage data.
Compare SGOIX with Any Fund or Stock
Compare SGOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.