Correlation
The correlation between PGROX and SGENX is 0.68, 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.
PGROX vs. SGENX
Compare and contrast key facts about BNY Mellon Worldwide Growth Fund (PGROX) and First Eagle Global Fund Class A (SGENX).
PGROX is managed by BNY Mellon. It was launched on Jul 14, 1993. SGENX is managed by First Eagle. It was launched on Jan 1, 1979.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGROX or SGENX.
Performance
PGROX vs. SGENX - Performance Comparison
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Key characteristics
PGROX:
0.31
SGENX:
1.27
PGROX:
0.47
SGENX:
1.71
PGROX:
1.06
SGENX:
1.25
PGROX:
0.25
SGENX:
1.52
PGROX:
0.95
SGENX:
6.48
PGROX:
4.49%
SGENX:
2.27%
PGROX:
18.55%
SGENX:
12.51%
PGROX:
-47.42%
SGENX:
-37.16%
PGROX:
-2.06%
SGENX:
-0.65%
Returns By Period
In the year-to-date period, PGROX achieves a 2.78% return, which is significantly lower than SGENX's 10.91% return. Over the past 10 years, PGROX has outperformed SGENX with an annualized return of 12.34%, while SGENX has yielded a comparatively lower 7.61% annualized return.
PGROX
2.78%
5.54%
1.16%
4.78%
9.28%
11.91%
12.34%
SGENX
10.91%
3.68%
6.36%
14.84%
10.73%
11.81%
7.61%
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PGROX vs. SGENX - Expense Ratio Comparison
PGROX has a 1.13% expense ratio, which is higher than SGENX's 1.11% expense ratio.
Risk-Adjusted Performance
PGROX vs. SGENX — Risk-Adjusted Performance Rank
PGROX
SGENX
PGROX vs. SGENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Worldwide Growth Fund (PGROX) 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.
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Dividends
PGROX vs. SGENX - Dividend Comparison
PGROX's dividend yield for the trailing twelve months is around 11.53%, more than SGENX's 4.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGROX BNY Mellon Worldwide Growth Fund | 11.53% | 11.92% | 1.88% | 7.61% | 8.12% | 4.05% | 7.44% | 24.44% | 19.26% | 13.62% | 15.12% | 6.43% |
SGENX First Eagle Global Fund Class A | 4.93% | 5.46% | 3.52% | 4.17% | 6.27% | 2.38% | 5.48% | 6.35% | 4.23% | 4.72% | 1.16% | 5.10% |
Drawdowns
PGROX vs. SGENX - Drawdown Comparison
The maximum PGROX drawdown since its inception was -47.42%, which is greater than SGENX's maximum drawdown of -37.16%. Use the drawdown chart below to compare losses from any high point for PGROX and SGENX.
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Volatility
PGROX vs. SGENX - Volatility Comparison
BNY Mellon Worldwide Growth Fund (PGROX) has a higher volatility of 4.48% compared to First Eagle Global Fund Class A (SGENX) at 2.64%. This indicates that PGROX's price experiences larger fluctuations and is considered to be riskier than SGENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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