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 a closer substitute for your current allocation.
Cheapest Alternatives to SGOIX
SGOIX charges 0.88% annually. There are 268 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SGOIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SGOIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SGOIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SGOIX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | SGOIX vs VITPX |
Best Risk-Adjusted Alternatives to SGOIX
SGOIX has a PortfoliosLab risk / return rank of 51. There are 221 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | SGOIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | SGOIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | SGOIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SGOIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SGOIX vs IGIAX |
Top Performing SGOIX Alternatives (YTD)
SGOIX is at 7.79% YTD. There are 261 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | SGOIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | SGOIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | SGOIX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | SGOIX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | SGOIX vs FLVCX |
Lowest Volatility Alternatives to SGOIX
SGOIX has 12.72% 1-year volatility. There are 203 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | SGOIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SGOIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SGOIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | SGOIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | SGOIX vs FSUVX |
Lowest Drawdown Alternatives to SGOIX
SGOIX has a 1-year max drawdown of -11.35%. There are 337 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SGOIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SGOIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SGOIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SGOIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SGOIX vs QUERX |
Other Mutual Funds from First Eagle
The 10 most viewed First Eagle mutual funds shown here include SGIIX, SGENX, SGGDX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| First Eagle Global Fund Class I | Global Equities | 43 | 4.91% | — | — | SGOIX vs SGIIX | |
| First Eagle Global Fund Class A | Global Equities | 42 | 4.80% | — | Jan 1979 | SGOIX vs SGENX | |
| First Eagle Gold Fund | Gold, Precious Metals | 20 | -3.13% | — | Aug 1993 | SGOIX vs SGGDX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 50 | 7.67% | — | Aug 1993 | SGOIX vs SGOVX | |
| First Eagle Gold Fund Class I | Gold, Commodities, Precious Metals | 20 | -3.01% | — | Aug 1993 | SGOIX vs FEGIX | |
| First Eagle High Income Fund | High Yield Bonds | 12 | 3.15% | — | Nov 2007 | SGOIX vs FEHIX | |
| First Eagle Global Income Builder Fund | Global Allocation | 60 | 7.17% | — | Apr 2012 | SGOIX vs FEBIX | |
| First Eagle Global Fund Class C | Global Allocation | 39 | 4.42% | — | Jan 1979 | SGOIX vs FESGX | |
| First Eagle Fund of America | Large Cap Blend Equities | 46 | 4.88% | — | Mar 1998 | SGOIX vs FEAMX | |
| First Eagle Small Cap Opportunity Fund | Small Cap Value Equities | 89 | 30.84% | — | Apr 2021 | SGOIX vs FESCX |
Often Compared With SGOIX
Investors most often compare SGOIX with ^GSPC, SPY, FIGRX. These 20 comparison targets span 6 categories, 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.
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