FCPAX vs. SGENX
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class A (FCPAX) and First Eagle Global Fund Class A (SGENX).
FCPAX is managed by Fidelity. It was launched on Nov 3, 1997. SGENX is managed by First Eagle. It was launched on Jan 1, 1979.
Performance
FCPAX vs. SGENX - Performance Comparison
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FCPAX vs. SGENX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCPAX Fidelity Advisor International Capital Appreciation Fund Class A | -4.94% | 18.40% | 7.76% | 27.31% | -26.75% | 11.98% | 21.90% | 32.36% | -13.07% | 35.50% |
SGENX First Eagle Global Fund Class A | 1.73% | 31.62% | 11.78% | 12.77% | -6.46% | 12.20% | 8.33% | 20.16% | -8.46% | 13.48% |
Returns By Period
In the year-to-date period, FCPAX achieves a -4.94% return, which is significantly lower than SGENX's 1.73% return. Over the past 10 years, FCPAX has underperformed SGENX with an annualized return of 8.83%, while SGENX has yielded a comparatively higher 9.90% annualized return.
FCPAX
- 1D
- 3.58%
- 1M
- -9.06%
- YTD
- -4.94%
- 6M
- -5.48%
- 1Y
- 9.47%
- 3Y*
- 10.75%
- 5Y*
- 4.47%
- 10Y*
- 8.83%
SGENX
- 1D
- 2.24%
- 1M
- -7.74%
- YTD
- 1.73%
- 6M
- 7.02%
- 1Y
- 25.05%
- 3Y*
- 16.79%
- 5Y*
- 10.96%
- 10Y*
- 9.90%
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FCPAX vs. SGENX - Expense Ratio Comparison
FCPAX has a 1.23% expense ratio, which is higher than SGENX's 1.11% expense ratio.
Return for Risk
FCPAX vs. SGENX — Risk / Return Rank
FCPAX
SGENX
FCPAX vs. SGENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class A (FCPAX) and First Eagle Global Fund Class A (SGENX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FCPAX | SGENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 1.87 | -1.36 |
Sortino ratioReturn per unit of downside risk | 0.86 | 2.52 | -1.66 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.37 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 2.41 | -1.79 |
Martin ratioReturn relative to average drawdown | 2.45 | 9.92 | -7.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCPAX | SGENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 1.87 | -1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.93 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.80 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.97 | -0.58 |
Correlation
The correlation between FCPAX and SGENX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FCPAX vs. SGENX - Dividend Comparison
FCPAX's dividend yield for the trailing twelve months is around 6.00%, less than SGENX's 9.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPAX Fidelity Advisor International Capital Appreciation Fund Class A | 6.00% | 5.70% | 0.54% | 0.16% | 0.00% | 3.84% | 0.00% | 0.37% | 0.22% | 0.05% | 0.11% | 0.05% |
SGENX First Eagle Global Fund Class A | 9.29% | 9.45% | 5.46% | 3.52% | 4.17% | 6.27% | 2.38% | 5.48% | 6.35% | 4.23% | 4.72% | 1.16% |
Drawdowns
FCPAX vs. SGENX - Drawdown Comparison
The maximum FCPAX drawdown since its inception was -65.31%, which is greater than SGENX's maximum drawdown of -37.60%. Use the drawdown chart below to compare losses from any high point for FCPAX and SGENX.
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Drawdown Indicators
| FCPAX | SGENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.31% | -37.60% | -27.71% |
Max Drawdown (1Y)Largest decline over 1 year | -14.47% | -10.53% | -3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -37.36% | -19.57% | -17.79% |
Max Drawdown (10Y)Largest decline over 10 years | -37.36% | -27.68% | -9.68% |
Current DrawdownCurrent decline from peak | -11.41% | -8.40% | -3.01% |
Average DrawdownAverage peak-to-trough decline | -15.09% | -3.42% | -11.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 2.56% | +1.13% |
Volatility
FCPAX vs. SGENX - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class A (FCPAX) has a higher volatility of 8.80% compared to First Eagle Global Fund Class A (SGENX) at 5.41%. This indicates that FCPAX's price experiences larger fluctuations and is considered to be riskier than SGENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCPAX | SGENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.80% | 5.41% | +3.39% |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | 9.10% | +3.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.77% | 13.55% | +6.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.52% | 11.91% | +6.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.86% | 12.46% | +5.40% |