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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGENX or CAIBX.
Key characteristics
| SGENX | CAIBX | |
|---|---|---|
| YTD Return | 15.18% | 11.32% |
| 1Y Return | 20.74% | 18.82% |
| 3Y Return (Ann) | 6.25% | 4.85% |
| 5Y Return (Ann) | 8.70% | 6.57% |
| 10Y Return (Ann) | 7.23% | 5.58% |
| Sharpe Ratio | 2.49 | 2.68 |
| Sortino Ratio | 3.45 | 3.78 |
| Omega Ratio | 1.44 | 1.51 |
| Calmar Ratio | 5.80 | 3.31 |
| Martin Ratio | 19.18 | 18.26 |
| Ulcer Index | 1.19% | 1.15% |
| Daily Std Dev | 9.20% | 7.83% |
| Max Drawdown | -37.60% | -42.73% |
| Current Drawdown | -2.85% | -2.32% |
Correlation
The correlation between SGENX and CAIBX is 0.75, 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.
Performance
SGENX vs. CAIBX - Performance Comparison
In the year-to-date period, SGENX achieves a 15.18% return, which is significantly higher than CAIBX's 11.32% return. Over the past 10 years, SGENX has outperformed CAIBX with an annualized return of 7.23%, while CAIBX has yielded a comparatively lower 5.58% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
SGENX vs. CAIBX - Risk-Adjusted Performance 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.
Dividends
SGENX vs. CAIBX - Dividend Comparison
SGENX's dividend yield for the trailing twelve months is around 1.12%, less than CAIBX's 3.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGENX First Eagle Global Fund Class A | 1.12% | 1.29% | 0.10% | 1.93% | 0.83% | 1.26% | 0.84% | 0.74% | 0.38% | 0.13% | 0.56% | 1.22% |
CAIBX American Funds Capital Income Builder Class A | 3.14% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.60% | 4.63% | 3.30% |
Drawdowns
SGENX vs. CAIBX - Drawdown Comparison
The maximum SGENX drawdown since its inception was -37.60%, smaller than the maximum CAIBX drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for SGENX and CAIBX. For additional features, visit the drawdowns tool.
Volatility
SGENX vs. CAIBX - Volatility Comparison
First Eagle Global Fund Class A (SGENX) has a higher volatility of 2.31% compared to American Funds Capital Income Builder Class A (CAIBX) at 1.99%. 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.