SGENX vs. FSPSX
Compare and contrast key facts about First Eagle Global Fund Class A (SGENX) and Fidelity International Index Fund (FSPSX).
SGENX is managed by First Eagle. It was launched on Jan 1, 1979. FSPSX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI ex USA IMI Index. It was launched on Nov 5, 1997.
Performance
SGENX vs. FSPSX - Performance Comparison
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SGENX vs. FSPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGENX First Eagle Global Fund Class A | -0.50% | 31.62% | 11.78% | 12.77% | -6.46% | 12.20% | 8.33% | 20.16% | -8.46% | 13.48% |
FSPSX Fidelity International Index Fund | -1.94% | 31.98% | 3.70% | 18.31% | -14.23% | 11.45% | 8.16% | 22.03% | -13.55% | 25.37% |
Returns By Period
In the year-to-date period, SGENX achieves a -0.50% return, which is significantly higher than FSPSX's -1.94% return. Over the past 10 years, SGENX has outperformed FSPSX with an annualized return of 9.65%, while FSPSX has yielded a comparatively lower 8.65% annualized return.
SGENX
- 1D
- 0.14%
- 1M
- -10.41%
- YTD
- -0.50%
- 6M
- 4.87%
- 1Y
- 22.49%
- 3Y*
- 15.94%
- 5Y*
- 10.74%
- 10Y*
- 9.65%
FSPSX
- 1D
- 0.42%
- 1M
- -10.86%
- YTD
- -1.94%
- 6M
- 2.58%
- 1Y
- 19.89%
- 3Y*
- 13.50%
- 5Y*
- 7.96%
- 10Y*
- 8.65%
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SGENX vs. FSPSX - Expense Ratio Comparison
SGENX has a 1.11% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Return for Risk
SGENX vs. FSPSX — Risk / Return Rank
SGENX
FSPSX
SGENX vs. FSPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Global Fund Class A (SGENX) and Fidelity International Index Fund (FSPSX). 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 | FSPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.70 | 1.11 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.30 | 1.56 | +0.74 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.23 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.54 | +0.50 |
Martin ratioReturn relative to average drawdown | 8.60 | 5.93 | +2.67 |
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 | FSPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 1.11 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.51 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.53 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.46 | +0.51 |
Correlation
The correlation between SGENX and FSPSX is 0.88, 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. FSPSX - Dividend Comparison
SGENX's dividend yield for the trailing twelve months is around 9.50%, more than FSPSX's 3.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGENX First Eagle Global Fund Class A | 9.50% | 9.45% | 5.46% | 3.52% | 4.17% | 6.27% | 2.38% | 5.48% | 6.35% | 4.23% | 4.72% | 1.16% |
FSPSX Fidelity International Index Fund | 3.22% | 3.15% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.50% | 3.08% | 2.79% |
Drawdowns
SGENX vs. FSPSX - Drawdown Comparison
The maximum SGENX drawdown since its inception was -37.60%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for SGENX and FSPSX.
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Drawdown Indicators
| SGENX | FSPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.60% | -33.69% | -3.91% |
Max Drawdown (1Y)Largest decline over 1 year | -10.53% | -11.39% | +0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -19.57% | -29.41% | +9.84% |
Max Drawdown (10Y)Largest decline over 10 years | -27.68% | -33.69% | +6.01% |
Current DrawdownCurrent decline from peak | -10.41% | -10.86% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -3.42% | -6.59% | +3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.96% | -0.46% |
Volatility
SGENX vs. FSPSX - Volatility Comparison
The current volatility for First Eagle Global Fund Class A (SGENX) is 4.68%, while Fidelity International Index Fund (FSPSX) has a volatility of 7.04%. This indicates that SGENX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGENX | FSPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 7.04% | -2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 8.85% | 10.63% | -1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.41% | 16.79% | -3.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.87% | 15.77% | -3.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.44% | 16.47% | -4.03% |