FIGRX vs. SGOIX
Compare and contrast key facts about Fidelity International Discovery Fund (FIGRX) and First Eagle Overseas Fund Class I (SGOIX).
FIGRX is managed by Fidelity. It was launched on Dec 31, 1986. SGOIX is managed by First Eagle.
Performance
FIGRX vs. SGOIX - Performance Comparison
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FIGRX vs. SGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIGRX Fidelity International Discovery Fund | -5.16% | 27.61% | 10.96% | 14.17% | -24.83% | 11.09% | 21.42% | 27.53% | -17.16% | 30.27% |
SGOIX First Eagle Overseas Fund Class I | 1.44% | 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, FIGRX achieves a -5.16% return, which is significantly lower than SGOIX's 1.44% return. Both investments have delivered pretty close results over the past 10 years, with FIGRX having a 7.80% annualized return and SGOIX not far ahead at 8.06%.
FIGRX
- 1D
- 0.04%
- 1M
- -12.29%
- YTD
- -5.16%
- 6M
- -3.29%
- 1Y
- 16.54%
- 3Y*
- 12.55%
- 5Y*
- 4.40%
- 10Y*
- 7.80%
SGOIX
- 1D
- 0.19%
- 1M
- -10.98%
- YTD
- 1.44%
- 6M
- 7.39%
- 1Y
- 27.04%
- 3Y*
- 15.87%
- 5Y*
- 9.77%
- 10Y*
- 8.06%
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FIGRX vs. SGOIX - Expense Ratio Comparison
FIGRX has a 0.99% expense ratio, which is higher than SGOIX's 0.88% expense ratio.
Return for Risk
FIGRX vs. SGOIX — Risk / Return Rank
FIGRX
SGOIX
FIGRX vs. SGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Discovery Fund (FIGRX) 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.
| FIGRX | SGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.97 | -1.19 |
Sortino ratioReturn per unit of downside risk | 1.18 | 2.51 | -1.33 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.39 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 2.25 | -1.23 |
Martin ratioReturn relative to average drawdown | 4.01 | 9.52 | -5.51 |
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
| FIGRX | SGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.97 | -1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.84 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.71 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.87 | -0.42 |
Correlation
The correlation between FIGRX and SGOIX is 0.76, 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
FIGRX vs. SGOIX - Dividend Comparison
FIGRX's dividend yield for the trailing twelve months is around 7.32%, less than SGOIX's 8.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGRX Fidelity International Discovery Fund | 7.32% | 6.94% | 2.88% | 1.91% | 0.35% | 11.18% | 3.70% | 2.33% | 3.85% | 4.01% | 1.81% | 0.01% |
SGOIX First Eagle Overseas Fund Class I | 8.33% | 8.45% | 8.49% | 2.45% | 3.81% | 5.92% | 0.47% | 5.70% | 3.36% | 3.59% | 3.80% | 1.58% |
Drawdowns
FIGRX vs. SGOIX - Drawdown Comparison
The maximum FIGRX drawdown since its inception was -60.47%, which is greater than SGOIX's maximum drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for FIGRX and SGOIX.
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Drawdown Indicators
| FIGRX | SGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.47% | -35.54% | -24.93% |
Max Drawdown (1Y)Largest decline over 1 year | -13.11% | -11.35% | -1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -36.54% | -21.39% | -15.15% |
Max Drawdown (10Y)Largest decline over 10 years | -36.54% | -24.79% | -11.75% |
Current DrawdownCurrent decline from peak | -13.07% | -10.98% | -2.09% |
Average DrawdownAverage peak-to-trough decline | -12.40% | -4.57% | -7.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 2.68% | +0.66% |
Volatility
FIGRX vs. SGOIX - Volatility Comparison
Fidelity International Discovery Fund (FIGRX) has a higher volatility of 8.29% compared to First Eagle Overseas Fund Class I (SGOIX) at 5.81%. This indicates that FIGRX's price experiences larger fluctuations and is considered to be riskier 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
| FIGRX | SGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.29% | 5.81% | +2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | 9.60% | +3.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.09% | 13.48% | +5.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.72% | 11.73% | +4.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 11.34% | +5.47% |