SGOIX Alternatives & Similar Mutual Funds

First Eagle Overseas Fund Class I (SGOIX) belongs to the Foreign Large Cap 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 a closer substitute for your current allocation.

Cheapest Alternatives to SGOIX

SGOIX charges 0.88% annually. There are 213 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	SGOIX vs FINVX
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	SGOIX vs FSOSX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	SGOIX vs FIGSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	SGOIX vs FSGEX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	SGOIX vs FHLFX

Best Risk-Adjusted Alternatives to SGOIX

SGOIX has a PortfoliosLab risk / return rank of 77. There are 64 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
GTMIX	GMO Tax-Managed International Equities Fund	97	—	Jul 1998	SGOIX vs GTMIX
SAHMX	SA International Value Fund	96	—	Aug 1999	SGOIX vs SAHMX
PTSIX	PIMCO RAE PLUS International Fund	95	—	Sep 2011	SGOIX vs PTSIX
SWRLX	Touchstone International Equity Fund	94	—	Mar 1993	SGOIX vs SWRLX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	SGOIX vs VIHAX

Top Performing SGOIX Alternatives (YTD)

SGOIX is at 11.27% YTD. There are 234 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 22.83%.

Symbol	Name	YTD Return	AUM	Inception
DCINX	Dunham International Stock Fund	22.83%	—	Dec 2004	SGOIX vs DCINX
QFVOX	Pear Tree Polaris Foreign Value Fund	21.28%	—	May 1998	SGOIX vs QFVOX
GTMIX	GMO Tax-Managed International Equities Fund	21.02%	—	Jul 1998	SGOIX vs GTMIX
SWRLX	Touchstone International Equity Fund	21.00%	—	Mar 1993	SGOIX vs SWRLX
GIOTX	GMO International Developed Equity Allocation Fund	20.64%	—	Jun 2006	SGOIX vs GIOTX

Lowest Volatility Alternatives to SGOIX

SGOIX has 12.96% 1-year volatility. There are 39 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOAX	Fidelity Advisor Overseas Fund Class A	7.67%	—	Sep 1996	SGOIX vs FAOAX
FAOCX	Fidelity Advisor Overseas Fund Class C	7.67%	—	Nov 1997	SGOIX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	7.68%	—	Feb 2017	SGOIX vs FAOSX
FAERX	Fidelity Advisor Overseas Fund Class M	7.69%	—	Apr 1990	SGOIX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	7.69%	—	Jul 1995	SGOIX vs FAOIX

Lowest Drawdown Alternatives to SGOIX

SGOIX has a 1-year max drawdown of -11.35%. There are 151 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	SGOIX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	SGOIX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	SGOIX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	SGOIX vs FAOIX
FAOAX	Fidelity Advisor Overseas Fund Class A	-7.29%	—	Sep 1996	SGOIX vs FAOAX

Other Mutual Funds from First Eagle

The 10 most viewed First Eagle mutual funds shown here include SGENX, SGIIX, SGGDX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SGENX	First Eagle Global Fund Class A	Global Allocation	72	8.15%	—	Jan 1979	SGOIX vs SGENX
SGIIX	First Eagle Global Fund Class I	Global Allocation	73	8.30%	—	Jul 1998	SGOIX vs SGIIX
SGGDX	First Eagle Gold Fund	Gold, Precious Metals	26	-9.65%	—	Aug 1993	SGOIX vs SGGDX
SGOVX	First Eagle Overseas Fund	Foreign Large Cap Equities	76	11.09%	—	Aug 1993	SGOIX vs SGOVX
FEGIX	First Eagle Gold Fund Class I	Gold, Commodities, Precious Metals	26	-9.53%	—	Aug 1993	SGOIX vs FEGIX
FEBIX	First Eagle Global Income Builder Fund	Global Allocation	82	9.61%	—	Apr 2012	SGOIX vs FEBIX
FEHIX	First Eagle High Income Fund	High Yield Bonds	57	1.75%	—	Nov 2007	SGOIX vs FEHIX
FESGX	First Eagle Global Fund Class C	Global Allocation	68	7.68%	—	Jan 1979	SGOIX vs FESGX
FESCX	First Eagle Small Cap Opportunity Fund	Small Cap Value Equities	87	25.67%	—	Apr 2021	SGOIX vs FESCX
FEAMX	First Eagle Fund of America	Large Cap Blend Equities	66	9.40%	—	Mar 1998	SGOIX vs FEAMX

Often Compared With SGOIX

Investors most often compare SGOIX with SPY, FIGRX, ^GSPC. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	SGOIX vs SPY
FIGRX	Fidelity International Discovery Fund	Foreign Large Cap Equities	34	11.29%	—	Dec 1986	SGOIX vs FIGRX
^GSPC	S&P 500 Index		79	11.03%	—	—	SGOIX vs ^GSPC
IDOG	ALPS International Sector Dividend Dogs ETF	Foreign Large Cap Equities, Dividend	93	16.40%	549.25M	Jun 2013	SGOIX vs IDOG
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	64	11.79%	—	Nov 1997	SGOIX vs FSPSX
IDMO	Invesco S&P International Developed Momentum ETF	Momentum, Foreign Large Cap Equities	58	11.63%	4.08B	Feb 2012	SGOIX vs IDMO
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	SGOIX vs FXAIX
FENI	Fidelity Enhanced International ETF	Foreign Large Cap Equities	74	13.37%	10.29B	Dec 2007	SGOIX vs FENI
EFAV	iShares MSCI EAFE Min Vol Factor ETF	Foreign Large Cap Equities, Low Volatility	60	9.53%	5.44B	Oct 2011	SGOIX vs EFAV
WMLIX	Wilmington Large-Cap Strategy Fund	Large Cap Blend Equities	52	9.78%	—	Jul 2003	SGOIX vs WMLIX
FDUAX	First Eagle Short Duration High Yield Municipal Fu...	High Yield Muni	63	1.46%	—	Feb 2024	SGOIX vs FDUAX
YCGEX	YCG Enhanced Fund	Large Cap Blend Equities	1	-6.08%	—	Dec 2012	SGOIX vs YCGEX
LAMYX	Lord Abbett Dividend Growth Fund	Large Cap Blend Equities	56	8.24%	—	Dec 2001	SGOIX vs LAMYX
ARSKX	Archer Stock Fund	Large Cap Blend Equities	69	13.16%	—	Mar 2011	SGOIX vs ARSKX
SEECX	Crossmark Steward Values-Focused Large Cap Enhance...	Large Cap Blend Equities	47	9.64%	—	Oct 2004	SGOIX vs SEECX
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	33	7.09%	—	Nov 1996	SGOIX vs MIGYX
TLGUX	Morgan Stanley Pathway Funds Large Cap Equity Fund	Large Cap Blend Equities	—	—	—	Nov 1991	SGOIX vs TLGUX
MEQFX	AMG River Road Large Cap Value Select Fund	Large Cap Blend Equities	2	0.61%	—	Aug 1992	SGOIX vs MEQFX
SUWIX	DWS Core Equity Fund Class I	Large Cap Blend Equities	56	11.01%	—	May 1929	SGOIX vs SUWIX
MSOAX	MainStay WMC Enduring Capital Fund	Large Cap Blend Equities	5	5.15%	—	Jun 1998	SGOIX vs MSOAX

Compare SGOIX with Any Fund or Stock

Compare SGOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair SGOIX with funds that move differently

First Eagle Overseas Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGOIX.

Explore SGOIX Diversifiers

First Eagle Overseas Fund Class I (SGOIX) Alternatives