FEBIX vs. SGENX
Compare and contrast key facts about First Eagle Global Income Builder Fund (FEBIX) and First Eagle Global Fund Class A (SGENX).
FEBIX is managed by First Eagle. It was launched on Apr 30, 2012. SGENX is managed by First Eagle. It was launched on Jan 1, 1979.
Performance
FEBIX vs. SGENX - Performance Comparison
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FEBIX vs. SGENX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEBIX First Eagle Global Income Builder Fund | 4.06% | 29.35% | 8.72% | 8.66% | -3.33% | 11.92% | 4.87% | 15.13% | -6.16% | 13.29% |
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, FEBIX achieves a 4.06% return, which is significantly higher than SGENX's 1.73% return. Over the past 10 years, FEBIX has underperformed SGENX with an annualized return of 8.99%, while SGENX has yielded a comparatively higher 9.90% annualized return.
FEBIX
- 1D
- 1.18%
- 1M
- -6.69%
- YTD
- 4.06%
- 6M
- 10.07%
- 1Y
- 22.82%
- 3Y*
- 15.06%
- 5Y*
- 10.59%
- 10Y*
- 8.99%
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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FEBIX vs. SGENX - Expense Ratio Comparison
FEBIX has a 0.93% expense ratio, which is lower than SGENX's 1.11% expense ratio.
Return for Risk
FEBIX vs. SGENX — Risk / Return Rank
FEBIX
SGENX
FEBIX vs. SGENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Global Income Builder Fund (FEBIX) 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.
| FEBIX | SGENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.39 | 1.87 | +0.52 |
Sortino ratioReturn per unit of downside risk | 3.09 | 2.52 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.37 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.74 | 2.41 | +0.33 |
Martin ratioReturn relative to average drawdown | 11.56 | 9.92 | +1.63 |
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
| FEBIX | SGENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.39 | 1.87 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.19 | 0.93 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 0.80 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.97 | -0.07 |
Correlation
The correlation between FEBIX and SGENX is 0.92, 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
FEBIX vs. SGENX - Dividend Comparison
FEBIX's dividend yield for the trailing twelve months is around 5.15%, less than SGENX's 9.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEBIX First Eagle Global Income Builder Fund | 5.15% | 6.45% | 5.93% | 3.52% | 3.28% | 8.31% | 3.21% | 2.72% | 2.70% | 2.77% | 3.38% | 3.65% |
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
FEBIX vs. SGENX - Drawdown Comparison
The maximum FEBIX drawdown since its inception was -23.05%, smaller than the maximum SGENX drawdown of -37.60%. Use the drawdown chart below to compare losses from any high point for FEBIX and SGENX.
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Drawdown Indicators
| FEBIX | SGENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.05% | -37.60% | +14.55% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -10.53% | +1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -15.79% | -19.57% | +3.78% |
Max Drawdown (10Y)Largest decline over 10 years | -23.05% | -27.68% | +4.63% |
Current DrawdownCurrent decline from peak | -7.33% | -8.40% | +1.07% |
Average DrawdownAverage peak-to-trough decline | -2.85% | -3.42% | +0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.56% | -0.51% |
Volatility
FEBIX vs. SGENX - Volatility Comparison
The current volatility for First Eagle Global Income Builder Fund (FEBIX) is 4.20%, while First Eagle Global Fund Class A (SGENX) has a volatility of 5.41%. This indicates that FEBIX experiences smaller price fluctuations and is considered to be less risky 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
| FEBIX | SGENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 5.41% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 6.83% | 9.10% | -2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.67% | 13.55% | -3.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.91% | 11.91% | -3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.21% | 12.46% | -3.25% |