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 managed by Fidelity. It was launched on Nov 5, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGENX or FSPSX.
Correlation
The correlation between SGENX and FSPSX is 0.76, 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. FSPSX - Performance Comparison
Key characteristics
SGENX:
0.79
FSPSX:
0.70
SGENX:
1.16
FSPSX:
1.06
SGENX:
1.17
FSPSX:
1.14
SGENX:
0.95
FSPSX:
0.86
SGENX:
3.04
FSPSX:
2.50
SGENX:
3.36%
FSPSX:
4.69%
SGENX:
12.93%
FSPSX:
16.75%
SGENX:
-45.72%
FSPSX:
-33.69%
SGENX:
-2.28%
FSPSX:
-0.83%
Returns By Period
In the year-to-date period, SGENX achieves a 6.70% return, which is significantly lower than FSPSX's 11.21% return. Over the past 10 years, SGENX has underperformed FSPSX with an annualized return of 3.58%, while FSPSX has yielded a comparatively higher 5.36% annualized return.
SGENX
6.70%
-0.65%
-0.69%
10.46%
8.72%
3.58%
FSPSX
11.21%
1.32%
6.68%
12.44%
12.17%
5.36%
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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.
Risk-Adjusted Performance
SGENX vs. FSPSX — Risk-Adjusted Performance Rank
SGENX
FSPSX
SGENX vs. FSPSX - Risk-Adjusted Performance 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.
Dividends
SGENX vs. FSPSX - Dividend Comparison
SGENX's dividend yield for the trailing twelve months is around 2.23%, less than FSPSX's 2.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGENX First Eagle Global Fund Class A | 2.23% | 2.38% | 1.29% | 0.10% | 1.93% | 0.83% | 1.26% | 0.84% | 0.74% | 0.38% | 0.13% | 0.56% |
FSPSX Fidelity International Index Fund | 2.61% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.36% | 2.99% | 2.79% | 3.53% |
Drawdowns
SGENX vs. FSPSX - Drawdown Comparison
The maximum SGENX drawdown since its inception was -45.72%, 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. For additional features, visit the drawdowns tool.
Volatility
SGENX vs. FSPSX - Volatility Comparison
The current volatility for First Eagle Global Fund Class A (SGENX) is 8.80%, while Fidelity International Index Fund (FSPSX) has a volatility of 10.91%. 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.