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.
Performance
PGROX vs. SGENX - Performance Comparison
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PGROX vs. SGENX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGROX BNY Mellon Worldwide Growth Fund | -6.54% | 13.46% | 7.88% | 22.40% | -17.75% | 23.85% | 24.43% | 34.92% | -8.66% | 27.05% |
SGENX First Eagle Global Fund Class A | 1.73% | 31.62% | 11.78% | 12.77% | -6.46% | 12.20% | 8.33% | 20.16% | -8.46% | 13.48% |
Returns By Period
In the year-to-date period, PGROX achieves a -6.54% return, which is significantly lower than SGENX's 1.73% return. Over the past 10 years, PGROX has outperformed SGENX with an annualized return of 11.17%, while SGENX has yielded a comparatively lower 9.90% annualized return.
PGROX
- 1D
- 3.08%
- 1M
- -5.66%
- YTD
- -6.54%
- 6M
- -5.12%
- 1Y
- 9.20%
- 3Y*
- 8.88%
- 5Y*
- 6.33%
- 10Y*
- 11.17%
SGENX
- 1D
- 2.24%
- 1M
- -7.74%
- YTD
- 1.73%
- 6M
- 7.02%
- 1Y
- 25.05%
- 3Y*
- 16.79%
- 5Y*
- 10.96%
- 10Y*
- 9.90%
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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.
Return for Risk
PGROX vs. SGENX — Risk / Return Rank
PGROX
SGENX
PGROX vs. SGENX - Risk-Adjusted Trends 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.
| PGROX | SGENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.87 | -1.31 |
Sortino ratioReturn per unit of downside risk | 0.94 | 2.52 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.37 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 2.41 | -1.56 |
Martin ratioReturn relative to average drawdown | 3.20 | 9.92 | -6.72 |
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
| PGROX | SGENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.87 | -1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.93 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.80 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.97 | -0.43 |
Correlation
The correlation between PGROX and SGENX is 0.73, 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
PGROX vs. SGENX - Dividend Comparison
PGROX's dividend yield for the trailing twelve months is around 18.96%, more than SGENX's 9.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGROX BNY Mellon Worldwide Growth Fund | 18.96% | 17.72% | 11.89% | 1.88% | 7.61% | 8.12% | 4.05% | 7.44% | 13.96% | 13.45% | 8.19% | 8.46% |
SGENX First Eagle Global Fund Class A | 9.29% | 9.45% | 5.46% | 3.52% | 4.17% | 6.27% | 2.38% | 5.48% | 6.35% | 4.23% | 4.72% | 1.16% |
Drawdowns
PGROX vs. SGENX - Drawdown Comparison
The maximum PGROX drawdown since its inception was -47.75%, which is greater than SGENX's maximum drawdown of -37.60%. Use the drawdown chart below to compare losses from any high point for PGROX and SGENX.
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Drawdown Indicators
| PGROX | SGENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.75% | -37.60% | -10.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -10.53% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -26.99% | -19.57% | -7.42% |
Max Drawdown (10Y)Largest decline over 10 years | -30.17% | -27.68% | -2.49% |
Current DrawdownCurrent decline from peak | -8.79% | -8.40% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -3.42% | -5.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.56% | +0.56% |
Volatility
PGROX vs. SGENX - Volatility Comparison
BNY Mellon Worldwide Growth Fund (PGROX) has a higher volatility of 5.73% compared to First Eagle Global Fund Class A (SGENX) at 5.41%. 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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Volatility by Period
| PGROX | SGENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 5.41% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 9.10% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 13.55% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.72% | 11.91% | +5.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.92% | 12.46% | +5.46% |