SGENX vs. CAIBX
Compare and contrast key facts about First Eagle Global Fund Class A (SGENX) and American Funds Capital Income Builder Class A (CAIBX).
SGENX is managed by First Eagle. It was launched on Jan 1, 1979. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Performance
SGENX vs. CAIBX - Performance Comparison
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SGENX vs. CAIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CAIBX American Funds Capital Income Builder Class A | 1.65% | 20.39% | 10.24% | 8.95% | -7.14% | 14.99% | 3.20% | 17.23% | -7.28% | 13.99% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SGENX having a 1.73% return and CAIBX slightly lower at 1.65%. Over the past 10 years, SGENX has outperformed CAIBX with an annualized return of 9.90%, while CAIBX has yielded a comparatively lower 7.54% annualized return.
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%
CAIBX
- 1D
- 1.50%
- 1M
- -4.13%
- YTD
- 1.65%
- 6M
- 4.25%
- 1Y
- 16.20%
- 3Y*
- 12.93%
- 5Y*
- 8.22%
- 10Y*
- 7.54%
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SGENX vs. CAIBX - Expense Ratio Comparison
SGENX has a 1.11% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Return for Risk
SGENX vs. CAIBX — Risk / Return Rank
SGENX
CAIBX
SGENX vs. CAIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Global Fund Class A (SGENX) and American Funds Capital Income Builder Class A (CAIBX). 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.
| SGENX | CAIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.87 | 1.62 | +0.25 |
Sortino ratioReturn per unit of downside risk | 2.52 | 2.20 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.33 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.41 | 2.01 | +0.40 |
Martin ratioReturn relative to average drawdown | 9.92 | 9.18 | +0.74 |
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
| SGENX | CAIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.87 | 1.62 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 0.83 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.70 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.91 | +0.06 |
Correlation
The correlation between SGENX and CAIBX is 0.77, 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
SGENX vs. CAIBX - Dividend Comparison
SGENX's dividend yield for the trailing twelve months is around 9.29%, more than CAIBX's 7.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CAIBX American Funds Capital Income Builder Class A | 7.65% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
Drawdowns
SGENX vs. CAIBX - Drawdown Comparison
The maximum SGENX drawdown since its inception was -37.60%, smaller than the maximum CAIBX drawdown of -43.68%. Use the drawdown chart below to compare losses from any high point for SGENX and CAIBX.
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Drawdown Indicators
| SGENX | CAIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.60% | -43.68% | +6.08% |
Max Drawdown (1Y)Largest decline over 1 year | -10.53% | -8.37% | -2.16% |
Max Drawdown (5Y)Largest decline over 5 years | -19.57% | -17.65% | -1.92% |
Max Drawdown (10Y)Largest decline over 10 years | -27.68% | -25.28% | -2.40% |
Current DrawdownCurrent decline from peak | -8.40% | -4.85% | -3.55% |
Average DrawdownAverage peak-to-trough decline | -3.42% | -3.82% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 1.83% | +0.73% |
Volatility
SGENX vs. CAIBX - Volatility Comparison
First Eagle Global Fund Class A (SGENX) has a higher volatility of 5.41% compared to American Funds Capital Income Builder Class A (CAIBX) at 3.72%. This indicates that SGENX's price experiences larger fluctuations and is considered to be riskier than CAIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGENX | CAIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 3.72% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 6.12% | +2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.55% | 10.19% | +3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.91% | 9.95% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.46% | 10.87% | +1.59% |