HFQAX vs. SGENX

In the year-to-date period, HFQAX achieves a 14.10% return, which is significantly higher than SGENX's 11.64% return. Over the past 10 years, HFQAX has outperformed SGENX with an annualized return of 5.29%, while SGENX has yielded a comparatively lower 4.08% annualized return.

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HFQAX has a 1.24% expense ratio, which is higher than SGENX's 1.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Equity Income Fund (HFQAX) 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.

The current HFQAX Sharpe Ratio is 1.03, which is comparable to the SGENX Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of HFQAX and SGENX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HFQAX's dividend yield for the trailing twelve months is around 7.09%, more than SGENX's 2.13% yield.

The maximum HFQAX drawdown since its inception was -48.93%, which is greater than SGENX's maximum drawdown of -45.72%. Use the drawdown chart below to compare losses from any high point for HFQAX and SGENX. For additional features, visit the drawdowns tool.

Janus Henderson Global Equity Income Fund (HFQAX) and First Eagle Global Fund Class A (SGENX) have volatilities of 2.59% and 2.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.