First Eagle Overseas Fund (SGOVX) 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 SGOVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGOVX
SGOVX charges 1.16% annually. There are 340 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 | |
|---|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | SGOVX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | SGOVX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | SGOVX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | SGOVX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | SGOVX vs FHLFX |
Best Risk-Adjusted Alternatives to SGOVX
SGOVX has a PortfoliosLab risk / return rank of 50. There are 133 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | SGOVX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | SGOVX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | SGOVX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | SGOVX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | SGOVX vs THOIX |
Top Performing SGOVX Alternatives (YTD)
SGOVX is at 7.67% YTD. There are 321 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | SGOVX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | SGOVX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | SGOVX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | SGOVX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | SGOVX vs FISZX |
Lowest Volatility Alternatives to SGOVX
SGOVX has 12.68% 1-year volatility. There are 29 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | SGOVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | SGOVX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | SGOVX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | SGOVX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | SGOVX vs FAOIX |
Lowest Drawdown Alternatives to SGOVX
SGOVX has a 1-year max drawdown of -11.38%. There are 160 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 | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | SGOVX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | SGOVX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | SGOVX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | SGOVX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | SGOVX vs FAOAX |
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% | — | — | SGOVX vs SGIIX | |
| First Eagle Global Fund Class A | Global Equities | 42 | 4.80% | — | Jan 1979 | SGOVX vs SGENX | |
| First Eagle Gold Fund | Gold, Precious Metals | 20 | -3.13% | — | Aug 1993 | SGOVX vs SGGDX | |
| First Eagle Overseas Fund Class I | Large Cap Blend Equities, Foreign Large Cap Equities | 51 | 7.79% | — | — | SGOVX vs SGOIX | |
| First Eagle Gold Fund Class I | Gold, Commodities, Precious Metals | 20 | -3.01% | — | Aug 1993 | SGOVX vs FEGIX | |
| First Eagle High Income Fund | High Yield Bonds | 12 | 3.15% | — | Nov 2007 | SGOVX vs FEHIX | |
| First Eagle Global Income Builder Fund | Global Allocation | 60 | 7.17% | — | Apr 2012 | SGOVX vs FEBIX | |
| First Eagle Global Fund Class C | Global Allocation | 39 | 4.42% | — | Jan 1979 | SGOVX vs FESGX | |
| First Eagle Fund of America | Large Cap Blend Equities | 46 | 4.88% | — | Mar 1998 | SGOVX vs FEAMX | |
| First Eagle Small Cap Opportunity Fund | Small Cap Value Equities | 89 | 30.84% | — | Apr 2021 | SGOVX vs FESCX |
Often Compared With SGOVX
Investors most often compare SGOVX with VXUS, SCHD, VOO. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare SGOVX with Any Fund or Stock
Compare SGOVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGOVX with funds that move differently
First Eagle Overseas Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGOVX.
Explore SGOVX Diversifiers