LAMYX vs. SGOIX
Compare and contrast key facts about Lord Abbett Dividend Growth Fund (LAMYX) and First Eagle Overseas Fund Class I (SGOIX).
LAMYX is managed by Lord Abbett. It was launched on Dec 27, 2001. SGOIX is managed by First Eagle.
Performance
LAMYX vs. SGOIX - Performance Comparison
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LAMYX vs. SGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAMYX Lord Abbett Dividend Growth Fund | -3.24% | 16.44% | 22.61% | 16.66% | -13.29% | 25.76% | 15.80% | 26.91% | -4.52% | 19.42% |
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, LAMYX achieves a -3.24% return, which is significantly lower than SGOIX's 1.44% return. Over the past 10 years, LAMYX has outperformed SGOIX with an annualized return of 12.28%, while SGOIX has yielded a comparatively lower 8.06% annualized return.
LAMYX
- 1D
- -0.16%
- 1M
- -6.99%
- YTD
- -3.24%
- 6M
- -1.14%
- 1Y
- 15.26%
- 3Y*
- 16.26%
- 5Y*
- 10.99%
- 10Y*
- 12.28%
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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LAMYX vs. SGOIX - Expense Ratio Comparison
LAMYX has a 0.66% expense ratio, which is lower than SGOIX's 0.88% expense ratio.
Return for Risk
LAMYX vs. SGOIX — Risk / Return Rank
LAMYX
SGOIX
LAMYX vs. SGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Dividend Growth Fund (LAMYX) 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.
| LAMYX | SGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.97 | -0.91 |
Sortino ratioReturn per unit of downside risk | 1.58 | 2.51 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.39 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 2.25 | -0.87 |
Martin ratioReturn relative to average drawdown | 6.66 | 9.52 | -2.86 |
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
| LAMYX | SGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.97 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.84 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.71 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.87 | -0.22 |
Correlation
The correlation between LAMYX and SGOIX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LAMYX vs. SGOIX - Dividend Comparison
LAMYX's dividend yield for the trailing twelve months is around 5.16%, less than SGOIX's 8.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAMYX Lord Abbett Dividend Growth Fund | 5.16% | 5.21% | 5.36% | 1.57% | 6.06% | 8.03% | 3.54% | 6.06% | 9.59% | 8.18% | 8.95% | 9.68% |
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
LAMYX vs. SGOIX - Drawdown Comparison
The maximum LAMYX drawdown since its inception was -40.55%, which is greater than SGOIX's maximum drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for LAMYX and SGOIX.
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Drawdown Indicators
| LAMYX | SGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.55% | -35.54% | -5.01% |
Max Drawdown (1Y)Largest decline over 1 year | -10.53% | -11.35% | +0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -21.95% | -21.39% | -0.56% |
Max Drawdown (10Y)Largest decline over 10 years | -33.47% | -24.79% | -8.68% |
Current DrawdownCurrent decline from peak | -7.58% | -10.98% | +3.40% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -4.57% | -1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 2.68% | -0.50% |
Volatility
LAMYX vs. SGOIX - Volatility Comparison
The current volatility for Lord Abbett Dividend Growth Fund (LAMYX) is 3.65%, while First Eagle Overseas Fund Class I (SGOIX) has a volatility of 5.81%. This indicates that LAMYX 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
| LAMYX | SGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 5.81% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 7.85% | 9.60% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 13.48% | +2.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.36% | 11.73% | +3.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 11.34% | +5.57% |