RICGX vs. SGOIX
Compare and contrast key facts about The Investment Company of America Class R-6 (RICGX) and First Eagle Overseas Fund Class I (SGOIX).
RICGX is an actively managed fund by American Funds. It was launched on Jan 1, 1934. SGOIX is managed by First Eagle.
Performance
RICGX vs. SGOIX - Performance Comparison
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RICGX vs. SGOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RICGX The Investment Company of America Class R-6 | -4.81% | 20.83% | 25.28% | 28.94% | -15.24% | 25.49% | 14.48% | 24.88% | -6.69% | 19.87% |
SGOIX First Eagle Overseas Fund Class I | 3.80% | 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, RICGX achieves a -4.81% return, which is significantly lower than SGOIX's 3.80% return. Over the past 10 years, RICGX has outperformed SGOIX with an annualized return of 13.38%, while SGOIX has yielded a comparatively lower 8.31% annualized return.
RICGX
- 1D
- 3.05%
- 1M
- -5.88%
- YTD
- -4.81%
- 6M
- -3.07%
- 1Y
- 17.99%
- 3Y*
- 20.41%
- 5Y*
- 12.79%
- 10Y*
- 13.38%
SGOIX
- 1D
- 2.33%
- 1M
- -7.69%
- YTD
- 3.80%
- 6M
- 9.66%
- 1Y
- 29.85%
- 3Y*
- 16.77%
- 5Y*
- 10.05%
- 10Y*
- 8.31%
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RICGX vs. SGOIX - Expense Ratio Comparison
RICGX has a 0.27% expense ratio, which is lower than SGOIX's 0.88% expense ratio.
Return for Risk
RICGX vs. SGOIX — Risk / Return Rank
RICGX
SGOIX
RICGX vs. SGOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Investment Company of America Class R-6 (RICGX) 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.
| RICGX | SGOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 2.21 | -1.16 |
Sortino ratioReturn per unit of downside risk | 1.61 | 2.80 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.44 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.59 | -0.84 |
Martin ratioReturn relative to average drawdown | 7.32 | 10.79 | -3.48 |
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
| RICGX | SGOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 2.21 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.86 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.73 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.88 | -0.02 |
Correlation
The correlation between RICGX and SGOIX is 0.67, 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
RICGX vs. SGOIX - Dividend Comparison
RICGX's dividend yield for the trailing twelve months is around 11.49%, more than SGOIX's 8.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RICGX The Investment Company of America Class R-6 | 11.49% | 10.89% | 9.59% | 5.25% | 6.45% | 7.24% | 1.68% | 6.74% | 11.60% | 7.36% | 5.77% | 9.70% |
SGOIX First Eagle Overseas Fund Class I | 8.15% | 8.45% | 8.49% | 2.45% | 3.81% | 5.92% | 0.47% | 5.70% | 3.36% | 3.59% | 3.80% | 1.58% |
Drawdowns
RICGX vs. SGOIX - Drawdown Comparison
The maximum RICGX drawdown since its inception was -31.06%, smaller than the maximum SGOIX drawdown of -35.54%. Use the drawdown chart below to compare losses from any high point for RICGX and SGOIX.
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Drawdown Indicators
| RICGX | SGOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.06% | -35.54% | +4.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -11.35% | +0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -24.14% | -21.39% | -2.75% |
Max Drawdown (10Y)Largest decline over 10 years | -31.06% | -24.79% | -6.27% |
Current DrawdownCurrent decline from peak | -7.28% | -8.91% | +1.63% |
Average DrawdownAverage peak-to-trough decline | -3.72% | -4.57% | +0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.72% | -0.15% |
Volatility
RICGX vs. SGOIX - Volatility Comparison
The current volatility for The Investment Company of America Class R-6 (RICGX) is 5.76%, while First Eagle Overseas Fund Class I (SGOIX) has a volatility of 6.40%. This indicates that RICGX 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
| RICGX | SGOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 6.40% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.94% | 9.85% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.59% | 13.64% | +3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 11.77% | +4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 11.37% | +5.18% |