SGENX vs. FBGRX
Compare and contrast key facts about First Eagle Global Fund Class A (SGENX) and Fidelity Blue Chip Growth Fund (FBGRX).
SGENX is managed by First Eagle. It was launched on Jan 1, 1979. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGENX or FBGRX.
Correlation
The correlation between SGENX and FBGRX is 0.59, 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.
Performance
SGENX vs. FBGRX - Performance Comparison
Key characteristics
SGENX:
0.97
FBGRX:
2.01
SGENX:
1.26
FBGRX:
2.66
SGENX:
1.19
FBGRX:
1.36
SGENX:
1.18
FBGRX:
2.66
SGENX:
5.15
FBGRX:
10.03
SGENX:
1.94%
FBGRX:
3.99%
SGENX:
10.31%
FBGRX:
19.86%
SGENX:
-37.60%
FBGRX:
-57.42%
SGENX:
-8.45%
FBGRX:
-4.06%
Returns By Period
In the year-to-date period, SGENX achieves a 8.54% return, which is significantly lower than FBGRX's 39.51% return. Over the past 10 years, SGENX has underperformed FBGRX with an annualized return of 6.60%, while FBGRX has yielded a comparatively higher 16.50% annualized return.
SGENX
8.54%
-6.02%
1.02%
9.20%
6.98%
6.60%
FBGRX
39.51%
3.98%
8.90%
39.25%
21.73%
16.50%
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SGENX vs. FBGRX - Expense Ratio Comparison
SGENX has a 1.11% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
SGENX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Global Fund Class A (SGENX) and Fidelity Blue Chip Growth Fund (FBGRX). 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. FBGRX - Dividend Comparison
SGENX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 5.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGENX First Eagle Global Fund Class A | 0.00% | 1.29% | 0.10% | 1.93% | 0.83% | 1.26% | 0.84% | 0.74% | 0.38% | 0.13% | 0.56% | 1.22% |
FBGRX Fidelity Blue Chip Growth Fund | 5.28% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
SGENX vs. FBGRX - Drawdown Comparison
The maximum SGENX drawdown since its inception was -37.60%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for SGENX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
SGENX vs. FBGRX - Volatility Comparison
First Eagle Global Fund Class A (SGENX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 5.44% and 5.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.