FEBIX vs. SGOIX
Compare and contrast key facts about First Eagle Global Income Builder Fund (FEBIX) and First Eagle Overseas Fund Class I (SGOIX).
FEBIX is managed by First Eagle. It was launched on Apr 30, 2012. SGOIX is managed by First Eagle.
Performance
FEBIX vs. SGOIX - Performance Comparison
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FEBIX vs. SGOIX - 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% |
SGOIX First Eagle Overseas Fund Class I | 3.80% | 39.06% | 6.45% | 10.73% | -7.86% | 5.25% | 7.25% | 17.90% | -9.95% | 14.38% |
Returns By Period
In the year-to-date period, FEBIX achieves a 4.06% return, which is significantly higher than SGOIX's 3.80% return. Over the past 10 years, FEBIX has outperformed SGOIX with an annualized return of 8.99%, while SGOIX has yielded a comparatively lower 8.31% 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%
SGOIX
- 1D
- 2.33%
- 1M
- -7.69%
- YTD
- 3.80%
- 6M
- 9.66%
- 1Y
- 29.85%
- 3Y*
- 16.77%
- 5Y*
- 10.05%
- 10Y*
- 8.31%
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FEBIX vs. SGOIX - Expense Ratio Comparison
FEBIX has a 0.93% expense ratio, which is higher than SGOIX's 0.88% expense ratio.
Return for Risk
FEBIX vs. SGOIX — Risk / Return Rank
FEBIX
SGOIX
FEBIX vs. SGOIX - 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 Overseas Fund Class I (SGOIX). 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 | SGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.39 | 2.21 | +0.18 |
Sortino ratioReturn per unit of downside risk | 3.09 | 2.80 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.44 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.74 | 2.59 | +0.15 |
Martin ratioReturn relative to average drawdown | 11.56 | 10.79 | +0.76 |
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 | SGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.39 | 2.21 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.19 | 0.86 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 0.73 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.88 | +0.03 |
Correlation
The correlation between FEBIX and SGOIX is 0.89, 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. SGOIX - Dividend Comparison
FEBIX's dividend yield for the trailing twelve months is around 5.15%, less than SGOIX's 8.15% 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% |
SGOIX First Eagle Overseas Fund Class I | 8.15% | 8.45% | 8.49% | 2.45% | 3.81% | 5.92% | 0.47% | 5.70% | 3.36% | 3.59% | 3.80% | 1.58% |
Drawdowns
FEBIX vs. SGOIX - Drawdown Comparison
The maximum FEBIX drawdown since its inception was -23.05%, smaller than the maximum SGOIX drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for FEBIX and SGOIX.
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Drawdown Indicators
| FEBIX | SGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.05% | -35.54% | +12.49% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -11.35% | +2.72% |
Max Drawdown (5Y)Largest decline over 5 years | -15.79% | -21.39% | +5.60% |
Max Drawdown (10Y)Largest decline over 10 years | -23.05% | -24.79% | +1.74% |
Current DrawdownCurrent decline from peak | -7.33% | -8.91% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -2.85% | -4.57% | +1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.72% | -0.67% |
Volatility
FEBIX vs. SGOIX - Volatility Comparison
The current volatility for First Eagle Global Income Builder Fund (FEBIX) is 4.20%, while First Eagle Overseas Fund Class I (SGOIX) has a volatility of 6.40%. This indicates that FEBIX experiences smaller price fluctuations and is considered to be less risky than SGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEBIX | SGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 6.40% | -2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 6.83% | 9.85% | -3.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.67% | 13.64% | -3.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.91% | 11.77% | -2.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.21% | 11.37% | -2.16% |